close

Team photo for Sound Directions Wealth Advisors
Team photo for Sound Directions Wealth Advisors

View Larger


Our advisors

Advisor photo for Jeff Toadvine

Jeff Toadvine

CFP®, ChFC®, AAMS®, CLU®, CKA®

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

Vice President
Learn more about Daniel Iachello Visit Daniel Iachello's website
Advisor photo for Julia Beatty

Julia Beatty

CFP®, APMA®

Registered Practice Associate

Learn more about Julia Beatty Visit Julia Beatty's website
Advisor photo for Marissa Cadiz

Marissa Cadiz

APMA®, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Marissa Cadiz Visit Marissa Cadiz's website
Advisor photo for Shane Brown

Shane Brown

APMA®, CRPC

Financial Advisor

Learn more about Shane Brown Visit Shane Brown's website


Our team

Mani Chauhan

Mani Chauhan

Client Service Associate,

Financial Planning Analyst
Alejandro Duarte MBA

Alejandro Duarte MBA

Registered Client Service Associate