Experience

The CenterCoast Private Wealth Management has extensive industry experience as trusted advisors. We are committed to helping you plan effectively, invest wisely, and map a realistic course for your future.

Robert H. Weis, CFP®

Founder, Private Wealth Advisor

    Richard A. Stanfel, CFP®, AIF®

    Director, Private Wealth Advisor

      Louise Ozolins, CRPC, AIF®

      Private Wealth Advisor

        Lucas Weis, CFP®

        Private Wealth Advisor

          Our Staff

          Anastasia Tashlitsky

          Practice Director of Branch Operations

            Dianne Mumenthaler

            Senior Client Service Associate

              Ryan N. Begley

              Senior Client Experience Specialist