Newman earned a BS - Early Childhood/Special Education from New York University in 2006. Kennewick, Washington, United States. Nicholas received a Bachelor of Business Administration degree from Morehead State University. Piton Wealth - Thrivent Financial’s Post Piton Wealth - Thrivent Financial 127 followers 1w Report this post Report Report. Form ADV Part 2A Brochure. – Attend the in-person event in the Kalispell office. Piton Wealth’s trademark process helps clients navigate their financial future. Piton Wealth. 582. Piton Wealth specializes in retirement planning, estate & legacy planning, wealth management, women in transition, and multi-generational planning. Michelle Clary is a Chief Executive Officer & Senior Wealth Advisor at Piton Wealth based in. Piton Wealth serves clients with comprehensive financial planning to achieve their goals and ascend to still more. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. We listen and focus on your needs to discover what is important to you at every stage of your life. The company’s share price was $2. 582. 100 RIAs To. Request an Appointment. JMK Photography is an ART driven portrait studio specializing in creating select, distinct, bold images that you will love for a lifetime. For any follow-up questions, please contact: Michelle Clary at 509. financial planning industry and translates into much better trained and qualified advisers for Piton clients. 1 Comment. 838 likes · 13 talking about this · 161 were here. for Piton Wealth. This gift goes directly to building the stability necessary for families to be successful, contributing members of our community and we are truly grateful. Madsen and his wife, Kathleen, have four children and 14 grandchildren and live in south Richland, near. Piton Wealth- We chose the name “Piton” because it is a mountaineering tool meant to be jammed into a rock onto which a carabiner is attached. • Aaron Ells, CFP, a Wealth Advisor with Piton Wealth of the Thrivent Advisor Network in Kalispell, has received the 2021 Voice in Philanthropy Award from Thrivent Charitable Impact and. Ells, CFP® (CRD# 6114702) in addition to the information contained in the Thrivent Advisor. He previously worked as a vice president for institution equity at Dougherty and Co. Back. An account is charged at the rate in the chart below that corresponds to the total assets under management in the billing household*. After 25 years in academia, he was ready to learn a new industry and take a fresh approach to. Proudly helping our clients ascend with confidence. He used Arizona's official government data to run his. *. Retirement Advice Disclosure PTE 2020-02 January 2022 When we provide investment advice to you regarding your retirement plan account (“Plan”) or individual retirementAdvisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. Live the life you’ve dreamed of. The Piton Wealth team with gratitude celebrates the ongoing efforts of Jet Richardson, Executive Director, Andy Clary, President, and Michelle A. Piton Wealth recently announced that the Montana Thrivent office will be transitioning into the Thrivent Advisor Network, under the guidance and support of Piton’s founder and Chief Executive Officer Michelle Clary. Eventbrite - Piton Wealth presents MUSIC & MUNCHIES 2023 for Habitat for Humanity - Saturday, September 16, 2023 at 12802 Cottonwood Creek Blvd, Kennewick, WA. 2:24 Wealth Group 12 followers 1mo Edited Please join us in a donation drive for Mirror Ministries, a. read more in Insurance, Home & Rental Insurance, Auto InsuranceKaitilin Newman CRPC® Wealth Advisor “I love teaching clients about finance, increasing their confidence and their knowledge. A financial paragon with over 20 years of experience, 17 of which were at Rothschild Investment Corp and UBS O’Connor, Bobby has a proven track record of generating alpha over different market cycles. Everyone who’s visited our office knows (and loves) Gladys. 70 as of May 19, 2020, which would make the stake that Kokino controls currently worth about $5. October 19, 2023 | 5:30 -6:30 PDT (6:30-7:30pm MDT) “PRIVATE” FOR PITON CLIENTS ONLY. She transitioned to financial services in 2011. President & CEO Lutheran Services in America Washington D. wealth management engagement. 582. "Piton Wealth serves clients with comprehensive financial planning to achieve their goals and ascend to still more. 200 Fast Growing Advisors To Watch. Sterling Wealth Partners. . With stable housing, children achieve higher levels of academic success, families thrive, and healthy communities grow. Piton Wealth is committed to a team approach that embracesPiton Wealth Kennewick, WA. Newman earned a BS - Early Childhood/Special Education from New York University in 2006. Life. Phone Email. Piton Wealth’s trademark process helps clients navigate their financial future. financial planning – wealth management – protection strategies | The Piton empowers climbers to ascend to greater heights than they could otherwise. 100 Advisors To Watch - Over $1B. At this time of year, the team devotes some time to refreshing a key component of At Piton Wealth, our process and commitment includes facilitating the goals of our inspiring clients as part of a generous life. Trixy Glassgow Read. Clary CFP®, ChFC®, CLU®, RICP®, AEP® on LinkedIn: Our Piton Wealth crew is grateful for your vote!!!Learn more about how the habits you create to maintain a healthy body can also help keep your brain sharp. Elevate your planning experience. Newman earned a Bachelor’s Degree in Early Childhood/Special Education from New York University in 2006. Everyone who’s visited our office knows (and loves) Gladys. A simple Easter Egg. Keep reading for more information about PitonA piton is a tool which mountain climbers use to secure a hold and climb higher than for videos and more free information they could have otherwise. Senior Wealth Advisor, Thrivent Financial For Lutherans 07/2002 to 02/2020 Registered Representative, Thrivent Investment Management Inc 07/2002 to 02/2020. Q4 Piton Wealth CLIENT CONNECTOR – OCTOBER 2023 2023 Q4 Client Connector DISCLOSURES Investment advisory services offered through Thrivent Advisor Network, LLC. Piton Wealth Tri-Cities, WA. Report this post Report Report. Kaitilin Newman CRPC® Wealth Advisor “I love teaching clients about finance, increasing their confidence and their knowledge. Proudly helping our clients ascend with confidence. Proudly helping our clients ascend with confidence. Phone Email. Piton Wealth specializes in retirement planning, estate & legacy planning, wealth management, women in transition, and multi-generational planning. Mrs. Previously, Michelle was an American Phosphate Merchant (North) at Cargill and also held positions at Micron Technology, Andersen, Arthur Anderson. Call (509) 528-0750 for more information. From the Publisher. TAN | Southwest. Thank you to everyone for producing it and getting the word out. Weaver Exterminating Service, 926 E. At this time of year, the team devotes some time to refreshing a key component of• Transparency: Piton Wealth is a fee-based practice, so you never have to guess how we get paid. After starting her career as a special education teacher, Kaitilin discovered a passion for teaching in a new field—finance. Matthew Riesenweber of Cornerstone Wealth Strategies in Kennewick has been named the 26th best financial advisor in Washington and among the top 1,200 financial advisors in the U. Michelle Clary is the Founder & CEO of @Piton Wealth - Thrivent Network, to realize a vision of benefitting clients with comprehensive financial planning completely in service to their life goals. Back Submit. Piton Wealth serves clients with comprehensive financial planning to achieve their goals and ascend to still more. FP 101 surveys the…Piton Wealth. 50%. Before she joined the Piton Wealth team, Trixy was one of our clients. Piton Wealth is a financial planning firm that helps clients organize, invest, and simplify their lives with The Navigated Journey™, a custom planning process. If you would like to interview one of our Advisors. See your mutual connections. Clary CFP®, ChFC®, CLU®, RICP®, AEP®. What do you think? Indeed. Prior to founding Piton Wealth, Clary was among the top 1% of Thrivent LIVE CONNECTOR RSVP FORM. He’s resolute about doing what’s best for our clients and sticking with them through. Eric M. 3 MILLION CALLS FROM MEMBERS AND OTHERS ANSWERED BY MEMBER CARE PROFESSIONALS In 2018, we kept our promises. . Piton Wealth is currently expanding their operations with the launch of a new office in Kalispell, Montana; Trixy will play a large role in that endeavor. Chief Executive Officer & Senior We. Associations: Board President, Tri-County Partners Habitat for Humanity. Enjoy the 2023 Backyard Concert and support. financial planning – wealth management – protection strategies | The Piton empowers climbers to ascend to greater heights than they could otherwise. TAN has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of TAN. MARCH 2022 . I pride myself on flexibility, creativity and most of all, excellence. Piton Wealth serves clients with. , (herein referred to as “Thrivent”), a registered investment adviser. , (herein referred to as “Thrivent”), a registered investment adviser. The Piton empowers climbers to ascend to greater heights than they could otherwise. Days Hours Minutes Seconds RSVP Financial Planning 101 for the TriCity Association of Realtors August 22, 2023 | Time: 11amSageland Center Here is the place to start to learn about making more solid financial choices. What You Missed At FutureProof 2023. Organizers explained that the shredding event is the perfect time to get rid of confidential. 2 million. Mr. Piton Wealth simplifies the complexities of financial planning. 1w Today we are spotlighting Piton Wealth's trademarked process, the Navigated Journey™ , here outlined by Wealth Advisor Aaron Ells at the office in Kalispell, MT. TAN has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of TAN. Employment History: Associate Wealth Advisor, Thrivent Advisor Network, LLC 05/2021 to Present Financial Consultant,. com over 20 years, advising clients around the country in faith-based wealth management. 4mo. Piton Wealth - Thrivent Financial 104 followers 1mo Report this post Report Report. Piton Wealth - Thrivent Financial | 102 followers on LinkedIn. , (herein referred to as “Thrivent”), a registered investment adviser. Smith's cogent solution of a… This is a great, timely read. Clary CFP®, ChFC®, CLU®, RICP®, AEP®. Piton Wealth is proud to be a part of the Thrivent Advisor Network (TAN). There is still time to sign up for Piton Wealth - Thrivent Financial's free, public workshops on the fundamentals of Financial Planning. In 2020, over 15,000 Thrivent clients and donors came together to give when getting together wasn’t possible. Proudly helping our clients ascend with confidence. Each honorable mention recipient received a $2,000 donation from Invest in. She's the founder, CEO, and Senior Wealth Advisor at Piton Wealth, and has years of practical knowledge to apply to anyone's money situation. We utilize investment vehicles across multiple asset classes, including, but not limited to, individual. We are dedicated to educating our clients, to help them make informed decisions with their money and their lives. Menu. Click here for directions to our two Piton Wealth office locations in Kennewick, Washington and Kalispell, Montana. Pasco business licenses were not available at press time. Piton Wealth - Thrivent Financial posted images on LinkedIn. Managed daily operations of a family retail business with average staff of 15. Piton Wealth Tri-Cities, WA. The Piton Wealth team with gratitude celebrates the ongoing efforts of Jet Richardson, Executive Director, Andy Clary, President, and Michelle A. Assets Under Management Annual Rate (%) $250,000 to $999,999. Michelle founded Piton Wealth to realize a vision of benefitting clients with comprehensive financial planning but beginning to end in service to their life goals and holistic wellness. The Piton Wealth team with gratitude celebrates the ongoing efforts of Jet Richardson, Executive Director, Andy Clary, President, and Michelle A. Piton Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. Piton is excited and proud to have our CEO & Founder Michelle A. Give clients a superior online Client Portal to easily view their full financial picture and securely store important documents—all in one place, available exclusively through you. Go either right or left and when you get to the next section choose the opposite choice that you made the first time. com. To guide you to be wise with money, so you can live a more content,Global Wealth Management and Family Office Conference, Baker McKenzie - New York: very happy to be here, with great friends, excellent professionals and… Sylvia Piton on LinkedIn: #. Our trademark process captures the picture of your tomorrow. Our trademark process captures the picture of your tomorrow. Reels. Piton Wealth - Thrivent Financial in Moses Lake, WA Expand search. 0570 or email info@pitonwealth. Event starts on Saturday, 16 September 2023 and happening at 12802 Cottonwood Creek Blvd, Kennewick, WA. The company’s share price was $2. The Piton team deeply values and appreciates hard work, so we salute the efforts of all workers who have built and. Piton Wealth - Thrivent Financial Jul 2020 - Present3 years 2 months Kalispell, Montana, United States Financial Representative Thrivent. Muzak, 3318 Lakemont Blvd. 2 million. Wealth Advisor at Piton Wealth. Back Submit. MUSIC & MUNCHIES 2023 for Habitat for Humanity Hosted By Piton Wealth. . Mr. The Piton Client Connector for the fourth quarter of 2023 has gone out to Piton clients, and now we are excited to that the LIVE Connector is. Piton Wealth - Thrivent Financial’s Post Piton Wealth - Thrivent Financial 127 followers 2w Report this post Report Report. Handled ordering and receiving of orders, all back. Our team at Piton Wealth - Thrivent Financial closed the office at 3pm today in order to follow our Veteran’s Day tradition and #servewell in a special way. Piton Wealth is excited to serve their new Montana clients and partner with financial advisors, Daren Skonord and Aaron Ells. He also serves as Portfolio Manager of the ClearShares Ultra-Short Maturity ETF (NYSE: OPER) and Managing Partner of U. Gilbert Electric II, 2413 Road 80, Pasco. Previously, Aaron was a Financial Representative at Thrivent and al so held positions at Flathead Lutheran Bible Camp, Volunteers of America. Today we announce Piton Wealth - Thrivent Financial's biggest event of the year! Piton is raising $20,000 for Tri-County Partners Habitat for Humanity. •. Mrs. This is for informational purposes only and is not to be construed as or considered to be legal or tax advice. Piton Wealth serves clients with comprehensive financial planning to achieve their goals and ascend to still more. , Fort Mill, South Carolina. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. FRESH ADVICE FROM THE PITON WEALTH TEAM June, 2022 The Piton team is uniquely dedicated to advising and guiding their clients, so they have a path toward their inancial goals, and, more importantly, in ways that result in a generous life. Published October 2023. Piton Wealth's headquarters are located at 11257 W Clearwater Ave Ste 110, Kennewick, Washington, 99336, United States What is Piton Wealth's phone number? Piton Wealth's phone number is (509) 582-0570 What is Piton Wealth's official website?Piton Wealth - Thrivent Financial 134 followers 1w Report this post We are now more than half way to our goal of raising $20,000 for Habitat for Humanity Tri-County Partners!. Piton Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. About Me Get in Touch. Piton Wealth is a financial planning firm that helps clients organize, invest, and simplify their lives with The Navigated Journey™, a custom planning process. Media Guide Financial Planning for Comprehensive Wellness Download . July 2019 – Piton Wealth hosted a backyard concert by singer-songwriter James Lanman to benefit Habitat for Humanity: Tri-County Partners. The piton is used to assist climbers in ascending. Our team has been crushing our goals this year and working so hard on behalf of our treasured…👏🏻 #servewell #pitonwealth #womenadvisersummit Piton Wealth - Thrivent Financial Thrivent Advisor Network. Proudly helping our clients ascend with confidence. We invite you to follow us on social media by clicking on the icons below. If you do not own your own ADV, you do not truly own your assets or your client relationships. Back Submit. 0570 or email [email protected] the Publisher. Piton Wealth - Thrivent Financial 93 followers 4d “At a very basic level, what is the most important element of managing a financial plan in one's life? Well, it's the ‘b-word. Employment History:Habitat for Humanity Tri-County Partners has long been an organization whose mission Piton Wealth loves to promote and support. A Kennewick-based wealth management firm has acquired a new office in Kalispell, Montana. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Mr. CRD Number: 5806403. ” Trixy knows our practice—inside and out. Back. , Kent. 582. No products sold. Mr. . What You Missed At FutureProof 2023. Piton Wealth - Thrivent Financial. Piton Wealth - Thrivent Financial. FORT Global 2023 North America. Associations: Board President, Tri-County Partners Habitat for Humanity. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their. Pasco and Richland Dutch Bros locations donated $1 from each drink sold on July 8. Piton Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. . com. Annual Report The Maier family is highlighted in the 2018 Thrivent Annual Report by President & CEO Terry Rasmussen and Thrivent Chair of the Board, Bonnie Raquet. Lori Copeland. We are pleased to recognize an additional sixty advisors as honorable mentions for the tremendous contributions they. Prior to founding Piton Wealth, Clary was among the top 1% of ThriventLIVE CONNECTOR RSVP FORM. So many great discussions!!!Page 1 of 27 – Only valid with all pages. She's a regular contributor to Taylored Living Magazine and you ca… Today we proudly spotlight Piton Wealth Advisor Kaitilin Newman, who has a great feature on Qualified Charitable Distributions in the brand new Tri-Cities Journal of Business. 4w. Advisor Moves. Employment History: Associate Wealth Advisor, Thrivent Advisor Network, LLC 05/2021 to Present Financial Consultant,. Art’s previous experience as an officer and investment specialist with First National Bank, an insurance. Associate Financial Advisor. About Piton Wealth Piton Wealth is proud to be a part of the Thrivent Advisor Network (TAN). However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Bobby Piton is the Managing Partner of PreActive Investments, LLC, and an Investment Advisor Representative of Total Clarity Wealth Management. Piton Wealth and Thrivent Advisor Network, LLC are not affiliated companies. Piton Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. Bobby Piton is the Managing Partner of PreActive Investments, LLC, and an Investment Advisor Representative of Total Clarity Wealth Management. Strategic Associate to the CEO at Piton Wealth - Thrivent Financial Report this post Report Report1 Thrivent Advisor Network, LLC 600 Portland Avenue South, Minneapolis, MN 55415 Phone: 612-844-8444 | thriventadvisornetwork. Proudly helping our clients ascend with confidence. Jason Drews, Founder & Wealth Advisor at M25 Advisors “The talents of the people in the various support roles that TAN provides – compliance, business development. Piton Wealth supports the impact of both sweat equity and home equity for these hard-working families with Music & Munchies, a concert fundraiser for Habitat for Humanity Tri. Piton Wealth - Thrivent Financial | 142 (na) tagasubaybay sa LinkedIn. Together they raised over $5,000 for the. • Aaron Ells, CFP, a Wealth Advisor with Piton Wealth of the Thrivent Advisor Network in Kalispell, has received the 2021 Voice in Philanthropy Award from Thrivent Charitable Impact and. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Michelle founded Piton Wealth to realize a vision of benefitting clients with comprehensive financial planning but beginning to end in service to their life goals and holistic wellness. Comprehensive 椀nancial planning is the dedicated tool that the Piton team uses for clients to achieve those. Piton Wealth and Thrivent Advisor Network, LLC are not affiliated companies. Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, pensions, endowments, superannuation funds, family offices, central banks. Today we announce Piton Wealth - Thrivent Financial's biggest event of the year! Piton is raising $20,000 for Tri-County Partners Habitat for Humanity. Find event and ticket information. Trixy mentioned that she appreciates the volunteer projects, generous giving, and company sponsored community events that Piton hosts. Brianna Esvelt Read More » Trixy Glasgow Director of Operations “When you understand your clients’ needs, you can walk beside them through life’s events. Piton Capital (Piton Capital) is a Venture Capital Firm located in London United Kingdom, Europe. The Piton empowers climbers to ascend to greater heights than they could otherwise. Taylored Living Magazine interview Michelle Clary, CEO and Founder of Piton Wealth (Friday December 2, 2022 10am) <intro music> WS: All right, today, we are interviewing Michelle Clary, CEO, Senior Wealth Advisor and Founder for Piton Wealth. Tara Spillane (CRD# 5806403) is an Investment Advisor Representative working at Piton Investment Management, LP in Garden City, NY and has over 11 years of experience in the finance industry. Yelp is a fun and easy way to find, recommend and talk about what’s great and not so great in Kennewick and beyond. Click here for directions to our two Piton Wealth office locations in Kennewick, Washington and Kalispell, Montana. We listen and focus on your needs to discover what is important to you at every stage of your life. Park Avenue. 58 followers 57 connections. Piton Wealth serves clients with comprehensive financial planning to achieve their goals and ascend to still more. Piton Wealth - Thrivent Financial reposted this Report this post Report Report. Search. We combine integrity and team to design an all-inclusive plan in your best interest. Go either right or left and when you get to the next section choose the opposite choice that you made the first time. Clary has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Texas and Washington. We prioritize our relationship with. Andy. Michelle A. 50,387 NEW MEMBERS 1. ihuntinwabits • 5 mo. Back. This is the third year Lanman has teamed up with Piton Wealth to. Generosity is a fundamental value at Piton Wealth. Fresh Advice from the team at Piton Wealth. Employment History: Nick MercerCFP®, CFA® Candidate Wealth Advisor “I will always be my clients’ biggest advocate. Piton Wealth serves clients with comprehensive financial planning to achieve their goals and ascend to still more. Piton Wealth serves clients with comprehensive financial planning to achieve their goals and ascend to still more. Q4 Live Quarterly Client Connector. Belotte can be reached at (612) 844-8444. We combine integrity and team to design an all-inclusive plan in your best interest. Piton Capital shares the same address as Kokino LLC and Purdue Pharma. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. Piton Wealth - Thrivent Financial 93 followers 1w “At a very basic level, what is the most important element of managing a financial plan in one's life? Well, it's the ‘b-word. You CAN do the things you’ve always dreamed of—sound strategy, adequate planning and execution of your plan can make that happen! #PitonSummit #PitonSummit Gallery We love hearing stories and seeing photos of our clients living the life of their dreams: enjoying a meaningful and impactful career, time on. Mr. Santa dropped by to visit the Piton Wealth team this week! He brought homemade rosettes—what a delightful treat!!!RICP®, AEP®, CEO of Piton Wealth - Michelle A. This Saturday, the Piton Wealth - Thrivent Financial team provided an opportunity for a neighborhood in East Pasco to get to know each other and build upon their community. We are. Aaron Ells is a Wealth Advisor at Piton Wealth based in Kennewick, Washington. Clients bring the pieces, and he helps them fit everything together into a meaningful picture. Newman’s employment history is included below. ITEM 1 – INTRODUCTION . Securities and Exchange Commission (“SEC”) offering investment advisory services since 2019. He used Arizona's official government data to run his. Trixy mentioned that she appreciates the volunteer projects, generous giving, and company sponsored community events that Piton hosts. 582. Piton Wealth. Description. FRESH ADVICE FROM THE PITON WEALTH TEAM July, 2022 The Piton team is uniquely dedicated to advising and guiding their clients, so they have a path toward their inancial goals, and, more importantly, in ways that result in a generous life. Wealth Advisor at Piton Wealth - Thrivent Financial Kalispell, Montana, United States. 3 million in grant support to the charities and causes closest to donors' hearts. Piton Wealth - Thrivent Advisor Network, Kennewick, Washington. She has a long list of impressive letters behind her name, including AEP®, CFP®, ChFC®, CLU®, RICP®—2. Find event and ticket information. com . A growing team means more seats needed on the planning floor! #steelcase #servewell #pitonwealthA happy spotlight on Associate Wealth Advisor Kaitilin Newman and Director of Operations Trixy Glasgow for proudly representing Piton Wealth so splendidly at the Richland School District benefits. Client Service Specialist/Financial Paraplanner at Piton Wealth - Thrivent Financial Kennewick, Washington, United States. Newman serves as a Wealth Advisor of Piton Wealth a d/b/a of TAN and is supervised by David Belotte, the Chief Compliance Officer. Proudly helping our clients ascend with confidence. Clary CFP®, ChFC®, CLU®, RICP®, AEP®. At this time of year, the team devotes some time to refreshing a key component of anyAdvisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. Brianna Esvelt, FPQP® Client Service Specialist “My top priority is communicating with clients and doing the follow-up work they need. Prairie View Wealth Partners. Meet your Perigon team, more than 100 professionals who share one goal – helping you succeed. • ChFc® (Michelle Clary, Daren Skonord): The Chartered Financial Consultant® designation represents the completion of a comprehensive course consisting of financial education, examinations, and practical experience. Education: Bachelor of Science in Electrical Engineering, Gonzaga University. Where you have a passion and a vision for how. It was “Charitable Giving Thursday” at Piton Wealth yesterday! We were delighted to have Cindy Aegerter, CFRE from Thrivent Charitable Impact & Investing® spend the day with us and present. Newman’s employment history is included below. Piton Wealth serves clients with comprehensive financial planning to achieve. 43 followers 42 [email protected] your values. Piton Wealth and Thrivent Advisor Network, LLC are not affiliated companies. Piton Wealth serves clients with comprehensive financial planning to achieve their goals and. Life at the Summit Read More » Gladys Smith Client Service Associate “I want to provide a positive experience for anyone who enters our lobby. Now, she guides clients through. Proudly helping our clients ascend with confidence. Strategic Associate to the CEO at Piton Wealth - Thrivent Financial 3mo Report this post Report Report. . Since I was in higher education prior to jumping into the financial world, this update is both helpful and resonates. ”. We are pleased to recognize an additional seventy five advisors as honorable mentions for the tremendous contributions they are making in their communities. ROBERT KLEFSAAS CEO, Senior Wealth Manager - CFP®, AIF®, CDFA® Bob founded All Star Financial after beginning his money management career in 1983,. Advisor Moves. He has been a longtime Tri-City attorney and has practiced in Kennewick since 1975. Chuck Etzweiler Read More » Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. Piton Wealth - Thrivent Financial | 142 followers on LinkedIn. Ells serves as a Wealth Advisor of Piton Wealth a d/b/a of TAN and is supervised by David Belotte, the Chief Compliance Officer. CEO, Michelle Clary, has deep roots in Montana. Piton, CFA® May 1, 2019 This brochure supplement provides information about Robert Piton that supplements the Total Clarity Wealth Management, Inc. This is for informational purposes only and is not to be construed as or considered to be legal or. Sbarro, 1321 N. Competitiveness of the Book Acquisition Business. – Attend the in-person event in the Kalispell office. The Piton Wealth team with gratitude celebrates the ongoing efforts of Jet Richardson, Executive Director, Andy Clary, President, and Michelle A. . Piton Wealth - Thrivent Financial | 102 followers on LinkedIn. Proudly helping our clients ascend with confidence.