Ashford Wealth Advisors

Advisors

Patrick T Wayman

Patrick T Wayman

Private Wealth Advisor

Visit Patrick T Wayman's website
Ari Marc Frazer

Ari Marc Frazer

Private Wealth Advisor

Visit Ari Marc Frazer's website
Brian Callahan

Brian Callahan

Financial Advisor

Visit Brian Callahan's website
Michael Rama

Michael Rama

Financial Advisor

Visit Michael Rama's website
Steven Weisz

Steven Weisz

Financial Advisor

Visit Steven Weisz's website
Dennis Freedman

Dennis Freedman

Financial Advisor

Visit Dennis Freedman's website

Team

Leslie Callahan

Leslie Callahan

Operations Manager,

Paraplanner

Roles & Responsibilities

  • Leslie manages our service team and is responsible for ensuring that your needs are met in a timely manner.
  • She is available to assist with anything from account set up and tranfers to estate settlements.
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Rosemarie Soto

Rosemarie Soto

Office Manager

Roles & Responsibilities

  • Rosie manages our financial planning office and is responsible for your overall experience with our firm.
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Magy Velazquez

Magy Velazquez

Paraplanner

Roles & Responsibilities

  • Magy is available to answer any of your investment and planning-related inquiries. She is here to support all of our clients.
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Liz Keiper

Liz Keiper

Client Service Specialist

Roles & Responsibilities

  • Liz is here to handle any of your requests and will coordinate with the team to accomplish your goals.
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Katie O'Connor

Client Service Specialist