Team - TWP Team Finals-34-72dpi.jpg

Meet the Team

HELPING YOU PURSUE YOUR FINANCIAL GOALS

Jeffrey Bergholt

Managing Director

John "JD" Dierking

Managing Director

Tony Stais

Managing Director

Paul C. Slivon

Senior Managing Director

Dan Holligan

Vice President/Investments

Toni Dobel

Vice President/Client Service; Client Relationship Manager

Justin Boulware

Financial Advisor Associate

Fahrudin Velic

Sr. Portfolio Analyst

Scott M. Duff

Financial Advisor Associate

Karl Slivon

Financial Advisor Associate