Definitive Wealth

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Definitive Wealth
Team photo for Definitive Wealth

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Advisors

Advisor photo for David Winekoff

David Winekoff

CFP®, MS, CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit David Winekoff's website
Advisor photo for Paige Kerr

Paige Kerr

CFP®, APMA®

Branch Manager

Managing Director
Visit Paige Kerr's website
Advisor photo for Bonnie Schultz

Bonnie Schultz

Financial Advisor

Managing Director
Visit Bonnie Schultz's website
Advisor photo for Julie Rush

Julie Rush

MBA, CAS©, APMA®

Financial Advisor

Associate Vice President
Visit Julie Rush's website
Advisor photo for Brandon John Hunt

Brandon John Hunt

CFP®, CRPC, APMA®

Associate Manager ACD

Associate Vice President
Visit Brandon John Hunt's website


Team

Saly Ortiz, MBA

Saly Ortiz, MBA

Lead Registered Client Service Associate

Kelly Hewitt

Kelly Hewitt

Registered Client Service Associate,

Paraplanner
Ankita Chawla

Ankita Chawla

Client Service Associate

Brandon Middleton

Brandon Middleton

Registered Operations Leader,

Chartered Financial Analyst®

Qualifications

  • CFA

  • AAMS®

  • APMATM

  • CMFA®

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Teri Wilson

Teri Wilson

Client Service Specialist