PWI Wealth Partners

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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

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Advisors

Ted Trafton

CFP®, CRPC

Financial Advisor

Associate Vice President
Visit Ted Trafton's website

Patrick J Shannon

CRPC, CFS®

Private Wealth Advisor

Managing Director
Visit Patrick J Shannon's website

Alexander Bijanada

CFP®, CRPC

Private Wealth Advisor

Vice President
Visit Alexander Bijanada's website

Karen Goersch

CRPC, CPA, APMA

Financial Advisor

Associate Vice President
Visit Karen Goersch's website

Matt Hurwitz

CFP®, APMA

Branch Manager

CERTIFIED FINANCIAL PLANNER™ professional
Visit Matt Hurwitz's website

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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