Mindful Wealth Management

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.


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Team photo for Mindful Wealth Management
Team photo for Mindful Wealth Management

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Advisors

Timothy Burklow Sr

ChFC®, CFS®

Private Wealth Advisor

Managing Partner of Mindful Wealth Management
Visit Timothy Burklow Sr's website

Matthew R Rotella

CFP®, CRPC, APMA, CKA®

Private Wealth Advisor

Business Financial Advisor
Visit Matthew R Rotella's website

Christopher M Rotella

MBA, CRPC, ChFC®, CLU®, CDFA®

Private Wealth Advisor

Chartered Life Underwriter®
Visit Christopher M Rotella's website

William Lewis

CFP®

Private Wealth Advisor

Visit William Lewis's website

Karol Turner

Financial Advisor

Visit Karol Turner's website

Rick Vanderpool

CRPC

Financial Advisor

Visit Rick Vanderpool's website

Tim Burklow Jr

ChFC®

Financial Advisor

Visit Tim Burklow Jr's website

John Occhipinti

MBA, ChFC®

Financial Advisor

Visit John Occhipinti's website

Kelley Trilling

MBA

Associate Financial Advisor

Visit Kelley Trilling's website


Team

Ruth Occhipinti

Ruth Occhipinti

Office Manager,

Business Development Specialist

Personal Intro

Ruth supports our Riverdale Team

Roles & Responsibilities

  • Office Management
  • Data Gathering & Data Entry
  • Practice Workflow & Efficiencies
  • Case Management
  • Money Movement & Transactions
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Maria-Elena Machado

Maria-Elena Machado

Administrative Assistant,

Client Concierge

Personal Intro

Maria supports our Riverdale Team

Roles & Responsibilities

  • Client Service
  • Scheduling
  • Social Media and Website Management
  • Meeting Prep and Follow-Up
  • Business Processing & Submission
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Natalie Ydo

Natalie Ydo

Administrative Assistant,

Client Concierge

Personal Intro

Natalie supports our Riverdale Team

Roles & Responsibilities

  • Client Service
  • Business Processing & Submission
  • Licensing
  • Meeting Prep and Follow -Up
  • Scheduling
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Alexander Silverstein

Alexander Silverstein

Financial Planning Specialist

Personal Intro

Alex supports our Riverdale Team

Roles & Responsibilities

  • Tax Planning Strategies
  • Meeting Prep and Follow up
  • Data Gathering & Data Entry
  • Investment Research
  • Financial Planning Analysis
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