Your Hands‑on Partners

Our team is committed to understanding and serving your unique needs. Whether it’s wealth management, financial planning, or investment strategies, we provide you with comprehensive, tailored solutions that lead to new dimensions of financial growth.

Your Hands‑on Partners

Our team is committed to understanding and serving your unique needs. Whether it’s wealth management, financial planning, or investment strategies, we provide you with comprehensive, tailored solutions that lead to new dimensions of financial growth.

Meet Our Expert Team

The CW Advisors team embodies a wealth of experience and specialized knowledge across financial practices. Our experts collaborate to offer you consistent, informed guidance designed to enhance and protect your wealth. Get to know our dedicated team.

Hillary Bender, FPQP<sup>™</sup> Picture

Hillary Bender, FPQP^™

Senior Relationship Manager,
Team Lead

Ross Causley Picture

Grant Cavender Picture

Relationship Manager

Noah Cohen Picture

Relationship Manager

Sean Dillon, CMT, CFTe Picture

Sean Dillon, CMT, CFTe

Senior Vice President,
Investment Strategy

Zachary Elgin-Miller Picture

Zachary Elgin-Miller

Relationship Manager

Mindy Gasthalter, CFP<sup>®</sup> Picture

Mindy Gasthalter, CFP^®

Leah Gradon Picture

Relationship Manager,
Team Lead

Michael Green, Jr., JD, CFP<sup>®</sup>, CFTA, CCPS-ELA, CAP Picture

Michael Green, Jr., JD, CFP^®, CFTA, CCPS-ELA, CAP

Mike Hamolia, CFP<sup>®</sup> Picture

Mike Hamolia, CFP^®

Karima Haynes, FPQP<sup>®</sup> Picture

Karima Haynes, FPQP^®

Senior Relationship Manager

David Kauffman, JD, CFP<sup>®</sup>, CTS<sup>™</sup> Picture

David Kauffman, JD, CFP^®, CTS^™

Wealth Manager,
Principal

Karen Kellner, SHRM-CP<sup>®</sup> Picture

Karen Kellner, SHRM-CP^®

Human Resources Manager

Debra Kriebel, CFP<sup>®</sup>, MBA Picture

Debra Kriebel, CFP^®, MBA

Wealth Manager,
Principal

Sauro Locatelli, CFA, FRM<sup>®</sup>, SCR<sup>®</sup> Picture

Sauro Locatelli, CFA, FRM^®, SCR^®

Director of Quantitative Research

Carl Noble, CFA Picture

Carl Noble, CFA

Senior Vice President,
Investments

Ildefonso Pillot-Olive III Picture

Ildefonso Pillot-Olive III

Relationship Manager

Thomas Raynor, CFP<sup>®</sup> Picture

Thomas Raynor, CFP^®

Senior Planning Associate