Kairos Wealth Partners

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Bill Barry

Bill Barry

Private Wealth Advisor

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Sean Blackwood

Sean Blackwood

Financial Advisor

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Maria Tagliaferri

Maria Tagliaferri

Financial Advisor

Visit Maria Tagliaferri's website
Melissa Oliver

Melissa Oliver

Financial Advisor

Visit Melissa Oliver's website
Scott Cohn

Scott Cohn

Financial Advisor

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Giovanni Alvarez-Mena

Giovanni Alvarez-Mena

Financial Advisor

Visit Giovanni Alvarez-Mena's website
Ryan Mcnicholas

Ryan Mcnicholas

Financial Advisor

Visit Ryan Mcnicholas's website

Team

Donna Nilson

Donna Nilson

Client Relationship Manager

Qualifications

  • Marketing and Client Relationship Manager since 2001, Notary Public

Roles & Responsibilities

  • Manager, oversees all aspects of service to our clients and coordinates all schedules and events. She is the primary contact person for any service-related issues
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Jayne Farb

Jayne Farb

Business Development Manager

Qualifications

  • Joined our team in 2012

Roles & Responsibilities

  • responsible for ensuring all investment and insurance business is processed and funds are transferred in a timely manner. She opens new accounts and works in conjunction with our Home Office
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Noam Peleg

Noam Peleg

Administrative Assistant

Jacqueline Gaynor

Jacqueline Gaynor

Administrative Assistant

Lauren Vahdani

Lauren Vahdani

Client Concierge

Qualifications

  • University of Texas at Austin, BA Business Administration
  • Series 7, 63 & 65
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