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

Head of Financial Planning

Tom Teal

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

Tyler Ochs

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

Connor McLaughlin

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

Fred Weisbrod

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

Joe Slattery

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

Stefan Griess

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

Sam Syed

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

Andrew Carnes

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

Aaron Bailey

Aaron Bailey is an Investment Advisor at Digital Wealth Partners,...

Jose Amaro

Jose Amaro is an Investment Advisor at Digital Wealth Partners,...

PJ Braccia

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

Nick Barnett

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

Jen O’Hara

Jennifer O’Hara is an Investment Advisor at Digital Wealth Partners,...

Daniela Pernia

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

Brian Cobb

Brian Cobb is an Investment Advisor at Digital Wealth Partners,...

Dax Westlund

Dax Westlund is an Investment Advisor at Digital Wealth Partners,...

Ryan Atchley

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

Director of Wealth Management

Ashley Papa

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

Tish Troutman

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

Sebastian Jennings

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









Leadership

Head of Operations

Ted Bean

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

Director of Fund Operations

Anthony Dixon

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

Chairman and President

Erin Friez

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

CEO

Max Kahn

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