FamilyWealth Advisers
- Teams
- Leadership Team
Leadership Team
About
The leadership team at FamilyWealth Advisers has experience in retirement services and financial advising. The team is composed of individuals with degrees in psychology and business from the University of Central Florida. The team has worked with companies such as OAKLEY RETIREMENT SERVICES, INC. and Mutual of Omaha.
Team members
AM
Amanda Morris
Investment Adviser
Amy Patton
Director of Marketing
Bill Oakley
Managing Partner
Chris Metscher
Investment Adviser
Donna Aubin
Client Service Manager
Jeremy Patton
Investment Adviser
Jim Mayer
Investment Adviser
John Alvarez
Vice President, Engagement
John Mugarian
Investment Adviser
Kirk Freedle
Investment Adviser
Lisa Martinez
Investment Adviser
Nafees Alam
Financial Adviser
Steven Slomberg
Investment Adviser
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