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.

    < Back to About Us

    Hello!

    *For your protection, please do not send personal information (e.g. Social Security Number, account number, date of birth, etc.) in your email. Emails sent via the Internet are in clear text and may be intercepted or read by individuals other than the intended recipient.

    Julie Goodrum - Principal, Director of OperationsAllison - Jensen - Portfolio Administrator