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    Eric Kala

    Eric Kala

    CEO & Wealth Advisor

    210-864-3350

    eric@avidwp.com

    Credentials

    CERTIFIED FINANCIAL PLANNER™
    Certified Private Wealth Advisor®
    Certified Investment Management Analyst®
    Retirement Management Advisor®
    Accredited Estate Planner®
    Chartered Life Underwriter®
    Chartered Financial Consultant®
    Chartered Retirement Plans Specialist®

    Alicia Fuschak

    Alicia Fuschak

    COO & Director of Advanced Planning

    210-864-3351

    alicia@avidwp.com

    Credentials

    CERTIFIED FINANCIAL PLANNER™
    Certified Private Wealth Advisor®
    Chartered Life Underwriter®
    Chartered Financial Consultant®

    Russell Stehling

    Russell Stehling

    Wealth Advisor

    210-864-3337

    russell@avidwp.com

    Credentials

    Investment Advisor
    Retirement Income Certified Professional®
    Chartered Life Underwriter®
    Chartered Financial Consultant®
    Chartered Advisor for Senior Living®

    Barret Kolle

    Barret Kolle

    Financial Advisor

    210-864-3336

    barret@avidwp.com

    Credentials

    Investment Advisor
    Chartered Financial Consultant®
    Chartered Life Underwriter®

    Dan Reinke

    Dan Reinke

    Client Service Advisor

    210-864-3354

    dan@avidwp.com

    Credentials

    Investment Advisor
    Insurance Licensed

    John Bay

    John Bay

    Senior Trader & Portfolio Manager

    ​

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    Credentials

    Chartered Financial Analyst® (CFA®)

    Lindsey Tablizo

    Lindsey Tablizo

    Planning Coordinator

    210-864-3353

    lindsey@avidwp.com

    Credentials

    Chartered Life Underwriter®
    Chartered Financial Consultant®
    Retirement Income Certified Professional®

    Kevin Clair

    Kevin Clair

    Planning Coordinator

    210-864-3357

    kevin@avidwp.com

    Credentials

    Insurance & Securities Licensed

    © 2020 by Avid Wealth Partners

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    INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. 

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    GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

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    Insurance products offered through Avid Risk Management LLC.

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    The content is developed from resources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult your legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security

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