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.


Our Advisors

Charles Turner

Charles Turner

Private Wealth Advisor

More about me...

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®, BFA, 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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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
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