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.

close

Team photo for Bueno Wealth Management Group
Team photo for Bueno Wealth Management Group

View Larger


Our advisors

Advisor photo for Alex Bueno

Alex Bueno

CFP®, APMA®, MBA, MSF

Private Wealth Advisor

Franchise Owner
Learn more about Alex Bueno Visit Alex Bueno's website
Advisor photo for Jake Stayer

Jake Stayer

CFP®

Associate Financial Advisor

Investment Specialist
Learn more about Jake Stayer Visit Jake Stayer's website


Our team

Jimmy Brunton

Jimmy Brunton

Financial Planning Assistant

Kelly Brunton

Kelly Brunton

Operations Manager,

Paraplanner

Roles & Responsibilities

  • Coordinates overall office operations
  • Provides assistance with business processing/proposals, etc.
  • Corporate office liasion
View more
Carol Holtzhouse

Carol Holtzhouse

Client Service Coordinator

Roles & Responsibilities

  • Answer phones and greet clients upon arrival
  • Schedule client appointments/conduct client appointment reminders
  • Coordinate office calendars
  • Assist with office operations
View more