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.

  • Kat Biscornet

    CFP®

    Director of Financial Planning

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  • Nicole Murphey

    Chief Compliance Officer

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  • Julie Martinez

    CFP®

    Advisor

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  • Drew Simon

    J.D.

    Advisor

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  • Elias Bachmann

    CFA®

    Director of Private Investments & Portfolio Manager

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  • David Wolf

    Chief Executive Officer

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  • Julia Wentworth

    CFP®

    Advisor

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  • Lindy Yoshida

    Client Service Associate

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  • Olivia O’Toole

    Portfolio Manager

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  • Craig Seidler

    CSRIC™

    Director of Public Investments & Portfolio Manager

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  • Janet Hoover

    Client Service Manager

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  • Ben Weaver

    CFP®

    Advisor

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  • Dmitry Popov

    Portfolio Manager

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  • Raliegh Riddoch

    CFP®, CDFA™

    Advisor

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  • John Jessup

    Client Service Associate

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  • Lily Beitel-Horton

    CFP®

    Advisor

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  • Tami Carroll

    CFP®, CDFA®, RICP®

    Advisor

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  • Alexandra Martella

    Client Service Manager

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  • Samuel Napp

    CFP®, CPA

    Advisor

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  • Timothy Wojtalik

    CFP®

    Advisor

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  • Brandon Krinhop

    Operations Specialist

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  • Nicole Zelyez

    Marketing Director

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  • Brian Lichtenheld

    CFP®

    Advisor

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  • Matt Samek

    Chief Operating Officer

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  • Molly Devnani

    Portfolio Manager

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  • Maile

    Client Concierge

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  • Aaron Deitz

    CAIA®

    Portfolio Manager

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  • Steven Szafranski

    Financial Planner

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  • Debi Baydush

    Founder

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  • Eric Davis

    CFP®, BFA™

    Advisor

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“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.