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Meet Our Dedicated Team
At Avid Wealth Partners, our team is composed of highly skilled professionals who are passionate about guiding our clients through every stage of their financial journey. With a diverse range of expertise and a commitment to excellence, our advisors and coordinators work collaboratively to provide comprehensive and tailored financial solutions.
Credentials
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Business Exiting Consultant® (CBEC®)
Certified Private Wealth Advisor® (CPWA®)
Certified Investment Management Analyst® (CIMA®)
Retirement Management Advisor® (RMA®)
Accredited Estate Planner® (AEP®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Chartered Retirement Plans Specialist® (CRPS®)
Eric Kala
210-864-3350
CEO & Private Wealth Advisor
Credentials
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Private Wealth Advisor® (CPWA®)
Certified Business Exiting Consultant® (CBEC®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Alicia Fuschak
210-864-3351
Chief Operations & Compliance Officer
Credentials
MBA
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Business Exiting Consultant® (CBEC®)
Certified Investment Management Analyst® (CIMA®)
Chartered Retirement Plan Specialist® (CRPS®)
Chartered Financial Consultant® (ChFC®)
Dan Reinke
210-864-3354
Financial Advisor | Wealth Strategist
Credentials
Retirement Income Certified Professional® (RICP®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Chartered Advisor for Senior Living® (CASL®)
Russell Stehling
210-864-3337
Wealth Advisor
Credentials
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
Barret Kolle
210-864-3336
Financial Advisor
Credentials
Certified Private Wealth Advisor® (CPWA®)
Chartered Advisor in Philanthropy® (CAP®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Retirement Income Certified Professional® (RICP®)
Lindsey Tablizo
210-864-3353
Financial Planning Coordinator
Credentials
Master of Science in Personal Financial Planning
Jason Branch
210-864-3357
Wealth Planning Associate
Credentials
Myra Gutierrez
210-864-3352
Executive Administrator
Credentials
Tia Kala
210-864-3355
Office Manager