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Jarrett B. Topel
CFP®, MSFP
Wealth Manager
CERTIFIED FINANCIAL PLANNER™ |
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Gavin L. DiStasi
BCE™
Wealth Manager
Certified Estate Planner |
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With over 15 years of experience in the financial services industry, Jarrett brings a vast wealth of knowledge and expertise in delivering personalized financial consulting and investment management strategies to our clients.
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Gavin has over 10 years of experience in the financial services industry. Prior to co-founding Topel & DiStasi Wealth Management, he was an Associate Financial Advisor with Ameriprise Financial Services, Inc. where he started in 1999 as a paraplanner.
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