About Us

Jarrett B. Topel's picture

CFP®, MSFP

Partner
Certified Financial PlannerTM

With nearly 20 years of experience in the financial services industry, Jarrett brings a vast wealth of knowledge and expertise in delivering personalized financial consulting and investment management strategies to our clients.

Prior to co-founding Topel & DiStasi Wealth Management, Jarrett worked...

Gavin L. DiStasi's picture

BCE

Partner
Certified Estate Planner

Prior to co-founding Topel & DiStasi Wealth Management, Gavin was an Associate Financial Advisor with Ameriprise Financial Services, Inc. where he began his career in the financial services industry in 1999 as a paraplanner.

Gavin’s journey to financial services was not a typical one. He was trained...

Karen K. Eng's picture

Financial Advisor

Karen is a 23-year veteran of the financial services industry, having begun her career in financial planning and investment management in 1990 with what was then IDS Financial Services. After spending 17 years developing her practice through the many incarnations of that broker/dealer (IDS became American...