Leadership Team

The leadership team at Concentus Wealth Advisors has a history of experience in the financial industry, with a focus on operations and customer relations. The team has experience working at companies such as Kathmere Capital Management, MPB Financial, Bluestone Capital Management, and Complete Concierge, LLC. They have also held adjunct instructor positions at Utah Valley University and been involved with the Financial Planning Association (FPA) as President-Elect of the Board of Directors. In addition to their professional experience, the team has also completed education in finance and marketing from La Salle University, Saint Joseph's University, Georgetown University McDonough School of Business, and Bloomsburg University of Pennsylvania.