
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.
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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
“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.