TreeLine Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for TreeLine Wealth Management
Team photo for TreeLine Wealth Management

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Advisors

Advisor photo for Matthew Dornik

Matthew Dornik

CFP®, CFA®, CPWA®

Private Wealth Advisor

Chartered Financial Analyst®
Visit Matthew Dornik's website
Advisor photo for Tony Schuster

Tony Schuster

CFP®, APMA®

Private Wealth Advisor

Visit Tony Schuster's website
Advisor photo for Kyle Laube

Kyle Laube

CFP®

Private Wealth Advisor

Visit Kyle Laube's website
Advisor photo for Max Stowe

Max Stowe

APMA®

Financial Advisor

Visit Max Stowe's website
Advisor photo for Jeff Hammer

Jeff Hammer

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Jeff Hammer's website


Team

Gadise Mulat

Gadise Mulat

Financial Planning Assistant

Justin Pettit

Justin Pettit

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Personal Intro

Justin graduated from St. John’s University with a major in Accounting. He worked in corporate accounting for a few years before starting his career in financial planning in 2013. He has his Series 7, Series 66, insurance license and is a Certified Financial Planner Practitioner. In his free time, Justin enjoys traveling with his wife and three sons, camping and exploring National Parks.

Qualifications

  • CFP

Roles & Responsibilities

  • Paraplanner
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Karim Diab

Karim Diab

Investment Specialist

Mary Beth Gaines

Mary Beth Gaines

Client Relationship Manager

Personal Intro

Outside of work, Mary Beth enjoys the outdoors – hiking, biking, gardening. Former competitive skydiver, she loves to travel and enjoys entertaining and spending time with friends.

Qualifications

  • MBA

Roles & Responsibilities

  • Office management including hiring and onboarding advisors and staff, accounting and bill payment, technology and phones, social media and website, events and special projects.
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Tanner Reising

Tanner Reising

Financial Planning Assistant