Employees

This is our loyal Test Dummy!

Cindy joins the Independent Wealth Management team as a client services associate, and with over 10 years of experience in client service, Cindy brings a wealth of expertise to ensure that our [...]

Kelsey joins the Independent Wealth Management team with over 6 years of experience working as a 401(k) specialist and relationship manager. She began her career with one of the largest 401(k) [...]

Chris joins Independent Wealth Management’s Financial Planning Team as a Client Services Specialist. He has diverse experience in the financial services industry from his time working with an RIA [...]

Elisabeth comes to the Independent Wealth Management team with over a decade of experience in customer service. She always prioritizes the comfort and satisfaction of clients, and enjoys creating [...]

Daniel brings his diverse financial and accounting experience to Independent Wealth management through his time as a wealth advisor and financial analyst. Specializing in wealth and investment [...]

Caitlin brings over 16 years of Client Service experience to our team at IWM.  She takes great joy in helping others and her caring approach shines through when working with clients each day. In [...]

Debbie Notte brings over 13 years of financial services experience to Independent Wealth Management and is an integral part of our client service team. As a team lead, she helps our firm to [...]

Leif brings over 15 years of experience working in the financial services industry with a focus on helping to simplify complex financial decisions for our clients.  He proactively assists clients [...]

Kurt J. Rossi is the President and CEO of Independent Wealth Management, a firm dedicated to guiding individuals toward a deeper understanding of true wealth in their lives. Expanding on [...]