The Team

 BSW Wealth Partners is a financial advisory firm known for its deep client experience, sustainable business, and outstanding culture.

We are raising the bar for our entire industry.

  • Timothy Wojtalik

    CFP®

    Advisor

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  • Eric Davis

    CFP®, BFA™

    Advisor

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  • Ben Weaver

    CFP®

    Advisor

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  • David Wolf

    Chief Executive Officer

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  • Olivia O’Toole

    Investment Associate and Reporting Specialist

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  • Susan Johnson

    Client Service Manager

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  • Tami Carroll

    CFP®, CDFA®, RICP®

    Advisor

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  • Brandon Krinhop

    Operations Specialist

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  • Nicole Zelyez

    Marketing Director

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  • Nicole Murphey

    Chief Compliance Officer

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  • Raliegh Riddoch

    CFP®, CDFA™

    Advisor

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  • Brian Lichtenheld

    CFP®

    Advisor

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  • Janet Hoover

    Client Service Manager

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  • Molly Devnani

    Portfolio Manager

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  • Samuel Napp

    CFP®, CPA

    Advisor

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  • Debi Baydush

    Founder

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  • Drew Simon

    J.D.

    Advisor

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  • Julie Martinez

    CFP®

    Advisor

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  • Julia Wentworth

    CFP®

    Advisor

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  • Matthew Samek

    Chief Operating Officer

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  • Alexandra Martella

    Client Service Manager

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  • Kat Biscornet

    CFP®

    Financial Planner

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  • Elias Bachmann

    CFA®

    Director of Private Investments & Portfolio Manager

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  • Craig Seidler

    CSRIC™

    Director of Public Investments & Portfolio Manager

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  • Aaron Deitz

    CAIA®

    Portfolio Manager

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