Mindful Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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

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Advisors

Advisor photo for Matthew R Rotella

Matthew R Rotella

CFP®, CKA®

Private Wealth Advisor

Business Financial Advisor
Visit Matthew R Rotella's website
Advisor photo for Timothy Burklow Sr

Timothy Burklow Sr

ChFC®, CFS®

Private Wealth Advisor

Managing Partner of Mindful Wealth Management
Visit Timothy Burklow Sr's website
Advisor photo for William Lewis

William Lewis

CFP®

Private Wealth Advisor

Visit William Lewis's website
Advisor photo for Christopher M Rotella

Christopher M Rotella

MBA, CRPC, ChFC®, CLU®, CDFA®

Private Wealth Advisor

Chartered Life Underwriter®
Visit Christopher M Rotella's website
Advisor photo for Rick Vanderpool

Rick Vanderpool

CRPC

Financial Advisor

Visit Rick Vanderpool's website
Advisor photo for Tim Burklow Jr

Tim Burklow Jr

ChFC®

Financial Advisor

Visit Tim Burklow Jr's website
Advisor photo for John Occhipinti

John Occhipinti

MBA, ChFC®

Financial Advisor

Visit John Occhipinti's website
Advisor photo for Jason Burklow

Jason Burklow

Associate Financial Advisor

Visit Jason Burklow's website
Advisor photo for Kelley Trilling

Kelley Trilling

MBA

Associate Financial Advisor

Visit Kelley Trilling's website


Team

Ruth E. Occhipinti

Ruth E. Occhipinti

Office Manager,

Business Development Specialist
Maria-Elena Machado

Maria-Elena Machado

Administrative Assistant,

Client Concierge
Natalie Ydo

Natalie Ydo

Administrative Assistant,

Client Concierge
Alexander Silverstein

Alexander Silverstein

Financial Planning Specialist