Meet the team
members

Digital Wealth Partners (DWP) is a pioneering Registered Investment Advisor (RIA) that specializes in digital assets and alternative investments, catering to Family Offices, High Net Worth Individuals (HNWI), and other RIAs. Leveraging a hedge fund type model and fee structure, DWP offers a unique blend of expertise in the burgeoning field of digital assets, including cryptocurrencies, blockchain-based assets, and other non-traditional investment opportunities. Our goal is to provide sophisticated, high-return investment strategies that are tailored to the risk tolerance and investment objectives of our discerning clientele.

Mission Statement

To redefine wealth management for the digital age by providing unparalleled expertise in digital assets and alternative investments, delivering customized, high-performance investment solutions to our clients.

Advisors


A woman with long blonde hair and blue eyes smiles in a blue top and dark blazer, standing against a plain gray background. - Digital Wealth Partners

Tish Troutman

Tish Troutman is a financial advisor at Digital Wealth Partners...


A man with short brown hair and a beard smiles at the camera. He wears a dark suit jacket over a white shirt. The background is dark gray. - Digital Wealth Partners

Tyler Ochs

Tyler Ochs is a financial advisor Digital Wealth Partners, based...


A middle-aged man with short gray hair smiles at the camera. He wears a navy blazer and light blue shirt in front of a dark gray wall. - Digital Wealth Partners
Head of Financial Planning

Tom Teal

After graduating from Virginia Tech with a degree in Electrical...


A man with short brown hair and a goatee smiles. He wears a white shirt and dark blazer, standing in front of a dark gray background. - Digital Wealth Partners

Stefan Griess

Stefan Griess spent twelve years working as an IT Engineer...


Dax Westlund

Dax Westlund

Jose Amaro


A man with a bald head and red beard smiles. He wears a dark blazer and light plaid shirt, standing before a gray textured wall. - Digital Wealth Partners

Nick Barnett

Nicholas Barnett is a financial professional at Digital Wealth Partners,...


A man with short dark hair and a trimmed beard smiles. He wears a blue blazer and white shirt against a dark gray textured wall. - Digital Wealth Partners

Sam Syed

Sam Syed brings over two decades of wealth management experience...


A woman with straight dark hair wears a checkered blazer, black top, and heart pendant, smiling before a textured gray backdrop. - Digital Wealth Partners

Daniela Pernia

Daniela Pernia grew up watching her parents rebuild a life...


A man with short brown hair stands for a headshot. He wears a dark suit jacket and white shirt in front of a gray textured background. - Digital Wealth Partners

Fred Weisbrod

Fred Weisbrod spent the early part of his career as...


A woman with long brown hair smiles at the camera. She stands against a dark background in a plaid blazer, tan top, and gold necklace. - Digital Wealth Partners
Director of Wealth Management

Ashley Papa

Ashley values becoming part of the family when she works...


A man with short brown hair and a beard smiles at the camera. He wears a blue suit jacket and white shirt against a dark background. - Digital Wealth Partners

Joe Slattery

Joe Slattery works as a financial advisor at Digital Wealth...


A bald man with a trimmed beard stands in a light gray blazer and black shirt. He gives a small smile by a dark gray wall. - Digital Wealth Partners

Tim Githens


A young man with short blond hair and light stubble smiles at the camera in a white shirt and dark jacket, gray background behind. - Digital Wealth Partners

Andrew Carnes

Andrew Carnes is a financial advisor at Digital Wealth Partners...


A young man with short dark hair smiles at the camera. He wears a black blazer and white shirt. The background is plain dark gray. - Digital Wealth Partners

PJ Braccia

PJ Braccia is a financial advisor at Digital Wealth Partners,...


A young man with short dark hair and a full beard smiles in a black blazer. He stands in front of a dark gray textured background. - Digital Wealth Partners

Connor McLaughlin

Connor McLaughlin is a financial advisor at Digital Wealth Partners...


A young man with short brown hair stands in front of a dark gray background. He wears a dark blazer over a patterned shirt. - Digital Wealth Partners

Sebastian Jennings

Sebastian Jennings came to be a financial advisor and joining...


A man with short red hair, a neat beard, and blue eyes smiles in a suit, white shirt, and red tie before a dark gray background. - Digital Wealth Partners

Ryan Atchley

Ryan grew up in Iowa and moved to Utah for...


A man with short dark hair and a neat beard smiles in a blue suit, white shirt, and green tie against a dark gray background. - Digital Wealth Partners

Montgomery Montano

Montgomery Montano came to financial services because he wanted to...









Leadership


A man with short gray hair smiles for the camera. He wears a white shirt and dark blazer. A textured dark gray background is behind him. - Digital Wealth Partners
Head of Operations

Ted Bean

Ted Bean’s role at Digital Wealth Partners centers around processes...


A man with short light brown hair and glasses wears a dark jacket and shirt. He looks straight at the camera. The background is dark gray. - Digital Wealth Partners
Director of Fund Operations

Anthony Dixon

Anthony Dixon serves as Director of Fund Operations at Digital...


A woman with long brown hair and light eyes smiles at the camera. She wears a dark blazer and green top, with a gray background. - Digital Wealth Partners
Chairman and President

Erin Friez

Erin Friez is the President and Chairman of Digital Wealth Partners, a SEC-registered investment...


A man with short brown hair and a beard wears a gray blazer and black shirt, standing in front of a dark background, looking confident. - Digital Wealth Partners
CEO

Max Kahn

Max Kahn is the Chief Executive Officer of Digital Wealth...