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 Academy Advisors Wealth Management
Team photo for Academy Advisors Wealth Management

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Our advisors

Advisor photo for Steven Rabin

Steven Rabin

CFP®, ChFC®, CRPC, BFA, APMA®, CDFA®, CEPA®

Private Wealth Advisor

Managing Director
Learn more about Steven Rabin
Advisor photo for Joseph Barkat

Joseph Barkat

CRPC, APMA®, CDFA®

Private Wealth Advisor

Managing Director
Learn more about Joseph Barkat
Advisor photo for Louis Schuster

Louis Schuster

APMA®, CRPC

Associate Advisor

Learn more about Louis Schuster
Advisor photo for Travis Carlisle

Travis Carlisle

APMA®, CRPC

Associate Advisor

Learn more about Travis Carlisle
Advisor photo for Erik Woods

Erik Woods

APMA®, CRPC

Registered Practice Associate

Learn more about Erik Woods


Our team

Jennifer de Werd

Jennifer de Werd

Lead Registered Client Service Associate,

Client Service Specialist

Personal Intro

Enjoys water aerobics and camping with her husband and two children.

Qualifications

  • 20+ years in the Financial Field
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Cami McCabe

Cami McCabe

Registered Client Service Associate,

Client Service Specialist