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Team photo for Definitive Wealth
Team photo for Definitive Wealth

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Our advisors

Advisor photo for David Winekoff

David Winekoff

CFP®, MS, CRPC, APMA®

Private Wealth Advisor

Managing Director
Learn more about David Winekoff Visit David Winekoff's website
Advisor photo for Bonnie Schultz

Bonnie Schultz

Financial Advisor

Managing Director
Learn more about Bonnie Schultz Visit Bonnie Schultz's website
Advisor photo for Brandon John Hunt

Brandon John Hunt

CFP®, CRPC, APMA®

Associate Manager ACD

Associate Vice President
Learn more about Brandon John Hunt Visit Brandon John Hunt's website
Advisor photo for Julie Rush

Julie Rush

MBA, CAS©, APMA®

Financial Advisor

Associate Vice President
Learn more about Julie Rush Visit Julie Rush's website
Advisor photo for Paige Kerr

Paige Kerr

CFP®, APMA®

Branch Manager

Managing Director
Learn more about Paige Kerr Visit Paige Kerr's website


Our team

Saly Ortiz, MBA

Saly Ortiz, MBA

Lead Registered Client Service Associate

Brandon Middleton

Brandon Middleton

Registered Operations Leader,

Chartered Financial Analyst®

Qualifications

  • CFA

  • AAMS®

  • APMATM

  • CMFA®

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Kelly Hewitt

Kelly Hewitt

Registered Client Service Associate

Ankita Chawla

Ankita Chawla

Client Service Associate

Teri Wilson

Teri Wilson

Client Service Specialist