A Sound Direction towards a more confident financial future!

Our goal is to help clients navigate the road of life. At Sound Directions Wealth Advisors, our collaborative team of professionals, with over 60 years of combined experience in the financial services industry, is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


Our advisors

Advisor photo for Jeff Toadvine

Jeff Toadvine

CFP®, AAMS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeff Toadvine Visit Jeff Toadvine's website
Advisor photo for Daniel Iachello

Daniel Iachello

CFP®, CRPC, APMA

Financial Advisor

Associate Vice President
Learn more about Daniel Iachello Visit Daniel Iachello's website
Advisor photo for Kristen Skinner

Kristen Skinner

CFP®

Financial Advisor

Associate Vice President
Learn more about Kristen Skinner Visit Kristen Skinner's website


Our team

Julia Beatty, CFP®

Julia Beatty, CFP®

Registered Client Service Associate,

Paraplanner

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
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Mani Chauhan

Mani Chauhan

Client Service Associate,

Financial Planning Analyst
Alejandro Duarte MBA

Alejandro Duarte MBA

Registered Client Service Associate