
The Team

BSW Wealth Partners is a financial advisory firm known for its customized client experience, sustainable business, and outstanding culture.
We are raising the bar for our entire industry.
-
Ben Weaver
CFP®
Advisor
-
Lily Beitel-Horton
CFP®
Advisor
-
Timothy Wojtalik
CFP®
Advisor
-
David Wolf
Chief Executive Officer
-
Aaron Deitz
CAIA®
Portfolio Manager
-
Tami Carroll
CFP®, CDFA®, RICP®
Advisor
-
Drew Simon
J.D.
Advisor
-
Molly Devnani
Portfolio Manager
-
Raliegh Riddoch
CFP®, CDFA™
Advisor
-
Brian Lichtenheld
CFP®
Advisor
-
Steven Szafranski
Financial Planner
-
Lindy Yoshida
Client Service Manager
-
Julie Martinez
CFP®
Advisor
-
Alexandra Martella
Client Service Manager
-
Eric Davis
CFP®, BFA™
Advisor
-
Brandon Krinhop
Operations Specialist
-
Nicole Murphey
Chief Compliance Officer
-
Olivia O’Toole
Portfolio Manager
-
Matt Samek
Chief Operating Officer
-
Maile
Client Concierge
-
Dmitry Popov
Portfolio Manager
-
Kat Biscornet
CFP®
Director of Financial Planning
-
John Jessup
Client Service Manager
-
Samuel Napp
CFP®, CPA
Advisor
-
Nicole Zelyez
Marketing Director
-
Janet Hoover
Client Service Manager
-
Julia Wentworth
CFP®
Advisor
-
Elias Bachmann
CFA®
Director of Private Investments & Portfolio Manager
-
Debi Baydush
Founder
“Fair and Balanced” Disclosure
BSW’s Make Life Better or Authentically Independent™ taglines, and its status as a Certified B Corporation®, are not guarantees of client satisfaction or any particular investment or financial outcome. Experience, expertise, and personalized services should not be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
Statements regarding the clients served by the firm are not indicative of any client experience or level of satisfaction in working with BSW.
Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
Third party rankings and recognition should not be construed as a guarantee of a particular outcome nor form the sole basis for the selection of an adviser. Unless otherwise specifically indicated, BSW did not pay a fee for inclusion in the award/ranking.