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 Comprehensive Wealth Partners
Team photo for Comprehensive Wealth Partners

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Our advisors

Advisor photo for Paul C Carbetta

Paul C Carbetta

CFP®, CRPC, CRPS, APMA®, CEPA®

Private Wealth Advisor

Chief Executive Officer of Comprehensive Wealth Partners
Learn more about Paul C Carbetta Visit Paul C Carbetta's website
Advisor photo for John Kenneth Natale

John Kenneth Natale

CFP®, APMA®, CRPC

Financial Advisor

President of Comprehensive Wealth Partners
Learn more about John Kenneth Natale Visit John Kenneth Natale's website
Advisor photo for Michael Alexander

Michael Alexander

CLU®

Financial Advisor

Chartered Life Underwriter®
Learn more about Michael Alexander Visit Michael Alexander's website
Advisor photo for John M Reymann

John M Reymann

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about John M Reymann Visit John M Reymann's website
Advisor photo for Aaron Walke

Aaron Walke

CFP®, APMA®, CRPC

Private Wealth Advisor

Business Development Director
Learn more about Aaron Walke Visit Aaron Walke's website
Advisor photo for Charles Reymann

Charles Reymann

CFP®, APMA®

Financial Advisor

Learn more about Charles Reymann Visit Charles Reymann's website
Advisor photo for Maxwell Prentis

Maxwell Prentis

CFP®, APMA®

Financial Advisor

Learn more about Maxwell Prentis Visit Maxwell Prentis's website
Advisor photo for Max Mollaun

Max Mollaun

CRPC, APMA®

Financial Advisor

Learn more about Max Mollaun Visit Max Mollaun's website


Our team

Kristen Welcome

Kristen Welcome

Operations Director

Suzanne Sweeney

Suzanne Sweeney

Investment Specialist

Kaylee Wilhite

Kaylee Wilhite

Marketing Manager

Katherine Tuckerman

Katherine Tuckerman

Receptionist

Shawna Ulicne

Shawna Ulicne

Client Service Manager

Jacqueline Somerson

Jacqueline Somerson

Client Service Specialist

Robin Roelling

Robin Roelling

Client Service Specialist,

Financial Paraplanner Qualified Professional™
Linda Delridge

Linda Delridge

Client Service Specialist

Amy Stimmel

Amy Stimmel

Paraplanner

Tina Bonanno

Tina Bonanno

Client Concierge

Leah Carbetta

Leah Carbetta

Administrative Assistant