TreeLine Wealth Management

At TreeLine Wealth Management, we believe in helping successful, engaged clients manage the complexities of growing and keeping their wealth through their lifetime and generational planning. With our knowledge, integrity, and experience, our team of professionals will tailor wealth management strategies to meet a client's unique needs, so they can enjoy the more important things in life.


Advisors

Scott Walsh

Scott Walsh

CFP®, APMA®

Private Wealth Advisor

Franchise Owner
Visit Scott Walsh's website
Matthew Dornik

Matthew Dornik

CFP®, CFA®

Private Wealth Advisor

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

Tony Schuster

CFP®

Financial Advisor

Visit Tony Schuster's website

Team

Mary Beth Gaines

Mary Beth Gaines

Client Service Coordinator

David Gau

David Gau

Financial Planning Assistant

Alex Anderson

Alex Anderson

Financial Planning Assistant

Kyle Laube

Kyle Laube

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