Sound Directions Wealth Advisors

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Team photo for Sound Directions Wealth Advisors
Team photo for Sound Directions Wealth Advisors

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Advisors

Advisor photo for Jeff Toadvine

Jeff Toadvine

CFP®, ChFC®, CLU®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Jeff Toadvine's website
Advisor photo for Daniel Iachello

Daniel Iachello

CFP®, CRPC, APMA®

Financial Advisor

Vice President
Visit Daniel Iachello's website
Advisor photo for Julia Beatty

Julia Beatty

CFP®, APMA®

Registered Practice Associate

Visit Julia Beatty's website


Team

Mani Chauhan

Mani Chauhan

Client Service Associate,

Financial Planning Analyst
Alejandro Duarte MBA

Alejandro Duarte MBA

Registered Client Service Associate

Brad Jarrett

Brad Jarrett

Operations Leader