With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Paul C Carbetta

Paul C Carbetta

CFP®, CRPC, CRPS, APMA

Private Wealth Advisor

Chief Executive Officer of Comprehensive Wealth Partners
Learn more about Paul C Carbetta Visit Paul C Carbetta's website
Advisor photo for John Kenneth Natale

John Kenneth Natale

CFP®, APMA, CRPC

Financial Advisor

President of Comprehensive Wealth Partners
Learn more about John Kenneth Natale Visit John Kenneth Natale's website
Advisor photo for Michael Alexander

Michael Alexander

CLU®

Financial Advisor

Chartered Life Underwriter®
Learn more about Michael Alexander Visit Michael Alexander's website
Advisor photo for John M Reymann

John M Reymann

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John M Reymann Visit John M Reymann's website
Advisor photo for Aaron Walke

Aaron Walke

CFP®, APMA, CRPC

Financial Advisor

Business Development Director
Learn more about Aaron Walke Visit Aaron Walke's website
Advisor photo for Charles Reymann

Charles Reymann

CFP®, APMA

Financial Advisor

Learn more about Charles Reymann Visit Charles Reymann's website
Advisor photo for Brandon Hendricks

Brandon Hendricks

AAMS, CRPC, APMA

Financial Advisor

Learn more about Brandon Hendricks Visit Brandon Hendricks's website
Advisor photo for Maxwell Prentis

Maxwell Prentis

CFP®, APMA

Financial Advisor

Learn more about Maxwell Prentis Visit Maxwell Prentis's website


Our team

Kristen Welcome

Kristen Welcome

Operations Director

Jason Thompson

Jason Thompson

Investment Manager

Elizabeth Simon

Elizabeth Simon

Business Development Manager

Katherine Tuckerman

Katherine Tuckerman

Receptionist

Jacqueline Somerson

Jacqueline Somerson

Client Service Specialist

Linda Delridge

Linda Delridge

Client Service Specialist

Robin Roelling

Robin Roelling

Client Service Specialist

Amy Stimmel

Amy Stimmel

Paraplanner

Tina Bonanno

Tina Bonanno

Client Concierge

Leah Carbetta

Leah Carbetta

Administrative Assistant

Kaylee Carbetta

Kaylee Carbetta

Marketing Manager

Olivia Carbetta

Olivia Carbetta

Intern