Partnership Built on Complementary Strengths
Meet the Professionals Managing Your Wealth
Our team came together because we shared a vision: successful entrepreneurs and executives deserve the same level of sophisticated investment management that institutions receive. Each team member brings distinct capabilities and decades of experience. Together, we provide the depth of knowledge and collaborative approach that complex financial situations require.
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David Kaslow, CFA®
Partner, Managing Director
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Cary Stalnecker
Partner, Managing Director
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Demos Argyros
Partner, Managing Director
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Bradley Bauer
Financial Consultant
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Deborah Coleman
Senior Client Relationship Manager
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LeeAnn Husted
Senior Client Relationship Manager
About &Partners
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
