Our advisors

Ari Marc Frazer

CRPC

Private Wealth Advisor

Managing Director of Ashford Wealth Advisors
Learn more about Ari Marc Frazer

Patrick T Wayman

CRPC

Private Wealth Advisor

Managing Director of Ashford Wealth Advisors
Learn more about Patrick T Wayman

Brian Callahan

APMA, CRPC

Financial Advisor

Managing Partner of Ashford Wealth Advisors
Learn more about Brian Callahan

Steven Weisz

CRPC, APMA

Financial Advisor

Learn more about Steven Weisz

Timothy Rudy

CMFC, APMA

Financial Advisor

Learn more about Timothy Rudy

Joseph Pancerella

Financial Advisor

Learn more about Joseph Pancerella

Dennis Freedman

Financial Advisor

Learn more about Dennis Freedman

Michael Rama

CFP®

Financial Advisor

Managing Partner of Ashford Wealth Advisors
Learn more about Michael Rama

Steve Marciniak

CRPC, APMA

Financial Advisor

Managing Partner of Ashford Wealth Advisors
Learn more about Steve Marciniak Visit Steve Marciniak's website


Our team

Leslie Callahan

Leslie Callahan

Operations Director,

Paraplanner

Roles & Responsibilities

  • Leslie leads the Operations Team and is responsible for ensuring that your overall experience as a client is second to none. Leslie is also available to address any of your complex service needs.
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Liz Keiper

Liz Keiper

Client Service Specialist

Roles & Responsibilities

  • Liz is responsible for proactively scheduling your visits with Ashford. Additionally, Liz is available to assist you with money movement, wire transfers, 401k rollovers and account service.
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Katie O'Connor

Katie O'Connor

Client Service Specialist,

Client Concierge

Roles & Responsibilities

  • Katie is responsible for scheduling your visits with Ashford. Additionally, Katie serves as Ashford’s client technology liaison assisting you with the Ameriprise website and Total View.
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Daniel Herring

Daniel Herring

Investment Specialist