PWI Wealth Partners

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for PWI Wealth Partners
Team photo for PWI Wealth Partners

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Advisors

Advisor photo for Ted Trafton

Ted Trafton

CFP®, CRPC

Financial Advisor

Associate Vice President
Visit Ted Trafton's website
Advisor photo for Patrick J Shannon

Patrick J Shannon

CRPC, CFS®

Private Wealth Advisor

Managing Director
Visit Patrick J Shannon's website
Advisor photo for Alexander Bijanada

Alexander Bijanada

CFP®, CRPC

Private Wealth Advisor

Managing Director
Visit Alexander Bijanada's website
Advisor photo for Karen Goersch

Karen Goersch

CPA, APMA®, CRPC

Financial Advisor

Associate Vice President
Visit Karen Goersch's website
Advisor photo for Matt Hurwitz

Matt Hurwitz

CFP®, APMA®

Branch Manager

CERTIFIED FINANCIAL PLANNER® professional
Visit Matt Hurwitz's website
Advisor photo for Dean Volain

Dean Volain

Financial Advisor

Visit Dean Volain's website


Team

Ashley Gaines

Registered Operations Leader

Kathleen Peacock

Kathleen Peacock

Client Service Coordinator

Qualifications

  • With the company since 1992
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