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Team photo for Ashford Wealth Advisors
Team photo for Ashford Wealth Advisors

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Our advisors

Advisor photo for Ari Marc Frazer

Ari Marc Frazer

CRPC

Private Wealth Advisor

Managing Director of Ashford Wealth Advisors
Learn more about Ari Marc Frazer Visit Ari Marc Frazer's website
Advisor photo for Patrick T Wayman

Patrick T Wayman

CRPC

Private Wealth Advisor

Managing Director of Ashford Wealth Advisors
Learn more about Patrick T Wayman Visit Patrick T Wayman's website
Advisor photo for Matt Gaughan

Matt Gaughan

JD, CFP®, AAMS®, APMA®

Financial Advisor

Managing Partner of Ashford Wealth Advisors
Learn more about Matt Gaughan Visit Matt Gaughan's website
Advisor photo for Brian Callahan

Brian Callahan

CRPC

Financial Advisor

Managing Partner of Ashford Wealth Advisors
Learn more about Brian Callahan Visit Brian Callahan's website
Advisor photo for Steven Weisz

Steven Weisz

CRPC, APMA®

Financial Advisor

Managing Partner of Ashford Wealth Advisors
Learn more about Steven Weisz Visit Steven Weisz's website
Advisor photo for Timothy Rudy

Timothy Rudy

CMFC, APMA®, CRPC

Financial Advisor

Learn more about Timothy Rudy Visit Timothy Rudy's website
Advisor photo for Steve Marciniak

Steve Marciniak

Financial Advisor

Managing Partner of Ashford Wealth Advisors
Learn more about Steve Marciniak Visit Steve Marciniak's website


Our team

Leslie Callahan

Leslie Callahan

Operations Director,

Paraplanner

Roles & Responsibilities

  • Leslie leads the Operations Team and is responsible for ensuring that your overall experience as a client is second to none. Leslie is also available to address any of your complex service needs.
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Katie O'Connor

Katie O'Connor

Client Relationship Manager,

Marketing Manager

Roles & Responsibilities

  • Katie holds dual roles as Client Relationship Manager and Marketing Manager, focusing on client experience while managing marketing efforts and outreach.
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Daniel Herring

Daniel Herring

Investment Specialist

Roles & Responsibilities

  • Dan analyzes markets, reviews portfolios, and assists advisors in building investment strategies for clients.
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Victoria A. Perno

Victoria A. Perno

Client Service Specialist

Roles & Responsibilities

  • Vicky helps ensure a smooth and welcoming client experience. She coordinates and schedules client meetings, manages incoming calls and assists with day-to-day account maintenance needs.
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Andreea Loder

Andreea Loder

Client Service Specialist

Roles & Responsibilities

  • Andreea helps ensure a smooth and welcoming client experience. She coordinates and schedules client meetings, manages incoming calls and assists with day-to-day account maintenance needs.
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Stephanie Sutcliffe

Client Relationship Specialist

Roles & Responsibilities

  • Steph ensures a smooth and welcoming client experience. She coordinates and schedules client meetings, manages incoming calls and assists with day-to-day account maintenance needs.
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