
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.
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Julia Wentworth
CFP®
Advisor
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David Wolf
Chief Executive Officer
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Alexandra Martella
Client Service Manager
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Kat Biscornet
CFP®
Director of Financial Planning
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Timothy Wojtalik
CFP®
Advisor
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Maile
Client Concierge
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Debi Baydush
Founder
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Nicole Murphey
Chief Compliance Officer
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Nicole Zelyez
Marketing Director
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Aaron Deitz
CAIA®
Portfolio Manager
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Julie Martinez
CFP®
Advisor
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Dmitry Popov
Portfolio Manager
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Samuel Napp
CFP®, CPA
Advisor
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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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Olivia O’Toole
Portfolio Manager
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Matt Samek
Chief Operating Officer
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Raliegh Riddoch
CFP®, CDFA™
Advisor
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Eric Davis
CFP®, BFA™
Advisor
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Brian Lichtenheld
CFP®
Advisor
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Tami Carroll
CFP®, CDFA®, RICP®
Advisor
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John Jessup
Client Service Associate
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Lindy Yoshida
Client Service Associate
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Drew Simon
J.D.
Advisor
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Molly Devnani
Portfolio Manager
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Brandon Krinhop
Operations Specialist
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Ben Weaver
CFP®
Advisor
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Janet Hoover
Client Service Manager
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Lily Beitel-Horton
CFP®
Advisor