Meet the Team
Mappa Wealth Management is your long term partner for navigating financial and life decisions. We help you achieve the best life possible and work with you to make this happen. We bring clarity to complex financial concepts by taking time to explain our approach and making sure you’re actively involved in cultivating your personalized financial plan. Working with you in anticipation of life’s transitions, we can help make sure you’re financially prepared for challenges ahead.
Committed to integrity and transparency, as fiduciaries we take pride in upholding the highest ethical standards. Our clients’ best interests are always our number one concern. We’re here when you need us, in good times and bad. Acting as your voice of reason, we can help assess important life decisions by offering an objective, well-researched and competent opinion. We’re devoted to your financial well-being.
With passion and dedication, Mappa Wealth Management strives to positively impact the lives of our clients every day. For us, it’s always about partnership.
Our Team of Financial Professionals
Operations and Client Services
Director of Operations
Client Service Coordinator
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.