Our advisors

Jacob Dunlap

CRPC, APMA

Private Wealth Advisor

President of KWM Wealth Partners
Learn more about Jacob Dunlap Visit Jacob Dunlap's website

Richard Kersting

APMA

Financial Advisor

Managing Director of KWM Wealth Partners
Learn more about Richard Kersting Visit Richard Kersting's website

Tyler J. Palumbo

CFP®, APMA

Financial Advisor

Senior Vice President of KWM Wealth Partners
Learn more about Tyler J. Palumbo Visit Tyler J. Palumbo's website

Michael Collins

CFP®, APMA

Private Wealth Advisor

Vice President of KWM Wealth Partners
Learn more about Michael Collins Visit Michael Collins's website

Bette Ellen Weiss

Financial Advisor

Senior Vice President of KWM Wealth Partners
Learn more about Bette Ellen Weiss Visit Bette Ellen Weiss's website

Bryan Covert

APMA, CEPA®

Financial Advisor

Vice President of KWM Wealth Partners
Learn more about Bryan Covert Visit Bryan Covert's website

James V Loehle

Financial Advisor

Senior Vice President of KWM Wealth Partners
Learn more about James V Loehle Visit James V Loehle's website

Peter JD Dedel

Financial Advisor

Vice President of KWM Wealth Partners
Learn more about Peter JD Dedel Visit Peter JD Dedel's website

Daniel OReilly

APMA

Financial Advisor

Learn more about Daniel OReilly Visit Daniel OReilly's website

Philip C Kersting

APMA

Financial Advisor

Learn more about Philip C Kersting Visit Philip C Kersting's website


Our team

Alexandra Kersting

Alexandra Kersting

Client Service Coordinator

Lori Douglass

Lori Douglass

Client Service Coordinator

Deborah Dowd

Deborah Dowd

Client Concierge

Tracy Benovitz

Client Concierge

Melissa Hourihan

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