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.


Our advisors

Advisor photo for Jacob Dunlap

Jacob Dunlap

CRPC, APMA®

Private Wealth Advisor

President of KWM Wealth Partners
Learn more about Jacob Dunlap Visit Jacob Dunlap's website
Advisor photo for Richard Kersting

Richard Kersting

Financial Advisor

Managing Partner of KWM Wealth Partners
Learn more about Richard Kersting Visit Richard Kersting's website
Advisor photo for Tyler J. Palumbo

Tyler J. Palumbo

CFP®, APMA®

Financial Advisor

Senior Vice President of KWM Wealth Partners
Learn more about Tyler J. Palumbo Visit Tyler J. Palumbo's website
Advisor photo for Michael Collins

Michael Collins

CFP®, APMA®

Private Wealth Advisor

Managing Director of KWM Wealth Partners
Learn more about Michael Collins Visit Michael Collins's website
Advisor photo for Bette Ellen Weiss

Bette Ellen Weiss

Financial Advisor

Senior Vice President of KWM Wealth Partners
Learn more about Bette Ellen Weiss Visit Bette Ellen Weiss's website
Advisor photo for Bryan Covert

Bryan Covert

APMA®

Financial Advisor

Vice President of KWM Wealth Partners
Learn more about Bryan Covert Visit Bryan Covert's website
Advisor photo for Daniel OReilly

Daniel OReilly

CFP®, APMA®

Financial Advisor

Learn more about Daniel OReilly Visit Daniel OReilly's website
Advisor photo for Philip C Kersting

Philip C Kersting

CFP®, APMA®

Financial Advisor

Learn more about Philip C Kersting Visit Philip C Kersting's website


Our team

Alexandra Kersting

Alexandra Kersting

Client Service Coordinator

Lori Douglass

Lori Douglass

Client Service Coordinator

Deborah Dowd

Deborah Dowd

Practice Manager

Tracy Benovitz

Tracy Benovitz

Client Concierge