Gianna M. Viele, CFP®Advisor

    Gianna Viele joins the firm from the recently completed asset purchase agreement with Wagner Wealth Management.  She is responsible for client relationship management and is a member of the firm’s investment committee.

    Previously, Gianna was a Client Service Associate for Crestwood Advisors LLC in Boston where she was responsible for client onboarding and account maintenance.

    Gianna holds a Bachelors of Business Administration from St. Bonaventure University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

    Originally from western New York, Gianna enjoys live music, snowboarding, camping, and hiking.  She currently volunteers at the Denver Dumb Friends League as a Running Buddy helping to exercise high energy dogs at the shelter.

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    Collin Schmidt - Principal, AdvisorAllison - Jensen - Portfolio Administrator