The Team

Turner Wealth Advisors

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer™ recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


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Turner Wealth Advisors
Turner Wealth Advisors

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Our Advisors

Charles Turner

Charles Turner

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
CA Insurance #0F03927

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Jonathan Turner

Jonathan Turner

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Education

Bachelor of Science in Business Management, Penn State University, Bachelor of Science in Marketing, Penn State University
CA Insurance #0M03662

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Kenneth Lee Rapp

Kenneth Lee Rapp

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Education

B.A. in Economics, University of Maryland Baltimore County, 1982, Certificate: Operations Research, University of Maryland Baltimore County, 1982
CA Insurance #0N01496

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Craig B Eastwood

Craig B Eastwood

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Education

BS Marketing (Emphasis in Finance) - The Pennsylvania State University, 1992
CA Insurance #0I54489

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Kimberly Clark

Kimberly Clark

Associate Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
CA Insurance #0M99225

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Mateusz Atlasik

Mateusz Atlasik

Associate Financial Advisor

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CA Insurance #4010915

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Our Staff

Alissa Shimanski

Alissa Shimanski

Business Development Director

Chief Operating Officer
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Qualifications

  • Notary Public
Gannon Enck

Gannon Enck

Financial Planning Specialist

Business Development Specialist
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Ashlee Kozak

Ashlee Kozak

Client Relationship Manager

Client Service Specialist
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Qualifications

  • Notary Public
Nicole Moore

Nicole Moore

Operations Specialist

Client Service Specialist
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