Mindful Wealth Management

Advisors

Matthew R Rotella

Matthew R Rotella

CFP®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Matthew R Rotella's website
Benjamin Burklow

Benjamin Burklow

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Benjamin Burklow's website
Morgan Burklow

Morgan Burklow

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Morgan Burklow's website
Timothy M Burklow

Timothy M Burklow

ChFC®, CFS®

Private Wealth Advisor

Managing Partner of Mindful Wealth Management
Visit Timothy M Burklow's website
Karol Turner

Karol Turner

Financial Advisor

Visit Karol Turner's website
William Lewis

William Lewis

CFP®

Private Wealth Advisor

Visit William Lewis's website
Rick Vanderpool

Rick Vanderpool

CRPC®, CAS©

Financial Advisor

Visit Rick Vanderpool's website

Team

Ruth Occhipinti

Ruth Occhipinti

Client Service Coordinator

Cynthia Lotterman

Cynthia Lotterman

Administrative Assistant