The answer lies in a process-centered approach providing honest financial education, helping our clients make confident financial decisions from a position of strength. Our clients are primarily looking for advice they can trust from a partner who puts their interests first and will advise them for life on all aspects of their finances.

OUR GREAT TEAM

ADAM PAOLI SR.,CLU®

FOUNDER & LEAD WEALTH PLANNER

As Lead Wealth Planner, Adam Paoli coordinates the comprehensive financial planning process for our clients. Adam partners with our clients to identify their goals and implement a series of strategies to help confidently achieve those goals.
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MICHAEL DIPIERO

DIRECTOR OF INVESTMENTS

As Director of Investments, Mike is responsible for the ongoing support and service of our clients’ investment accounts. While leading our investment committee, Mike’s efforts are critical in helping our clients reach their retirement goals.
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JUDITH GARBER, CPA

WEALTH ADVISOR

Judy is a multifaceted financial professional. In addition to running a successful accounting practice, she has practiced as a wealth advisor since 2003. Judy joined the team at Coltiva Wealth to expand her service offering and resources.
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LEWIS AFFETTO, CPA

WEALTH ADVISOR

Lewis takes pride in being the most trusted advisor for his clients. He works tirelessly for his clients and leans on his extensive experience to consistently provide value. Lewis and his team partnered with Coltiva Wealth in 2009 to provide financial planning services to his accounting clients.
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MARIA GAMBINO, CPA

FINANCIAL PROFESSIONAL

Maria enjoys building deep and meaningful relationships with her clients. Her broad experience and dedication to excellent client experiences make her an invaluable member of the team. Maria specializes in complex use of protection products in estate and wealth transfer planning.
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CHELSEY KAAS

DIRECTOR OF CLIENT SERVICES

Chelsey has one of the most important jobs in our firm: ensuring our clients enjoy the best possible financial planning experience of their lives. She loves being a critical resource to our clients and makes certain they remain comfortable and informed throughout their journey with us.
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BRIANNA JOHNSON

PARAPLANNER

Brianna leads our efforts in the preparation and maintenance of financial plans for our clients. Her exceptional attention to detail and passion for helping others visualize their financial future make her a critical member of the team.
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