CERTIFIED FINANCIAL PLANNER™
With over 20 years of experience in the financial services industry, Jarrett brings a vast wealth of knowledge and expertise in delivering personalized financial planning and investment management strategies to our clients.
Prior to co-founding Topel & DiStasi Wealth Management, Jarrett worked in…
Certified Divorce Financial Analyst®
Certified Estate & Trust Specialist™
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 becoming a financial advisor was not a typical one. He…
Nancy joined Topel & DiStasi as a Wealth Manager in 2019. She came to us with over 25 years of financial services experience, most recently serving as DeYoe Wealth Management’s Team Leader for over a decade. Her industry experience includes turns at Thornburg Investment Management, Van Kasper, Smith Barney…