Operations

 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.

  • Alexandra Martella

    Client Service Manager

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  • Nicole Zelyez

    Marketing Director

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  • Jacki Howard

    Client Service Manager

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  • Maile

    Client Concierge

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  • Brandon Krinhop

    Operations Specialist

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  • Nicole Murphey

    Chief Compliance Officer

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  • Matt Samek

    Chief Operating Officer

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  • Janet Hoover

    Client Service Manager

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  • Maria Beaini

    Data Specialist

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  • Karen Gall

    Client Service Manager

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