Definitive Wealth

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Definitive Wealth
Team photo for Definitive Wealth

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Advisors

Advisor photo for Paige Kerr

Paige Kerr

CFP®, CEP®, CPWA®, APMA

Associate Manager

Managing Director
Visit Paige Kerr's website
Advisor photo for David Winekoff

David Winekoff

CFP®, MS, CRPC, APMA

Private Wealth Advisor

Managing Director
Visit David Winekoff's website
Advisor photo for Bonnie Schultz

Bonnie Schultz

Financial Advisor

Managing Director
Visit Bonnie Schultz's website
Advisor photo for Julie Rush

Julie Rush

MBA, CAS©

Financial Advisor

Visit Julie Rush's website
Advisor photo for Tim Moffitt

Tim Moffitt

CFP®, MBA

Financial Advisor

Associate Vice President
Visit Tim Moffitt's website
Advisor photo for Brandon John Hunt

Brandon John Hunt

CRPC, APMA

Associate Manager ACD

Visit Brandon John Hunt's website


Team

Saly Ortiz

Saly Ortiz

Lead Registered Client Service Associate

Qualifications

  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative Examination
  • SIE - Securities Industry Essentials Examination

Roles & Responsibilities

  • Calendaring
  • Marketing Events
  • Client Service
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Jonathan West

Jonathan West

Registered Client Service Associate

Brandon Middleton

Brandon Middleton

Registered Client Service Associate

Kelly Hewitt

Registered Client Service Associate,

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Viktoria Bendikova

Viktoria Bendikova

Client Service Associate