The Partners
We’ve been serving clients, raising our families, working and playing in our communities for 20 years. We love the great people here and appreciate our clients more than we can express. Thank you!! We enjoy skiing, mountain biking, fishing, hiking, boating, and of course our great sports teams.
Our #1 Priority is helping you pursue a work-optional lifestyle that seeks maximum income and the lowest risk possible. Our goal is to help you grow your money, while also implementing a defensive strategy for the down years. We take a team approach, providing experience from over 100 years combined experience within our partner group. We also provide a comprehensive investment and income planning system at Priority Wealth Partners. If you’re not opposed to getting more information on how we may be able to help you, give us a call and we’ll schedule time for a personal meeting.
Eric Jenson
LPL Investment Advisor Representative
ericjenson@priority-wealth.com
Orin Haworth, CPFA®
Senior Wealth Advisor
Orin is a Las Vegas native, having graduated from UNLV with both a Bachelor's Degree in Finance and an MBA. Having been licensed in the financial industry since 1994, Orin enjoys working with families and businesses to help them work...
Kimberly Grandinetti
Senior Financial Consultant
Andy Hudak
Financial Advisor
Andy has been in the financial services industry since June 2007. He lives in Toledo, OH with his wife Stacey and their two daughters, Sloane and Preston. Building relationships and meeting with people is his favorite part...
Chase Jenson
chasejenson@priority-wealth.com
Daniel Miller CEPA®, CKA®, CPFA®
CEPA®- Certified Exit Planning Advisor
CKA®- Certified Kingdom Advisor
CPFA® - Certified Plan Fiduciary Advisor
LPL Investment Advisor Representative
danielmiller@priority-wealth.com
Jason Miller
LPL Investment Advisor Representative
jason.miller@priority-wealth.com
Castle Rock's Premier Investment Advisor Castle Rock-based location in business for over 13 years, dedicated to crafting detailed and personalized financial plans for qualified clients. My expertise lies in understanding your unique...
David Barkholz
Financial Advisor
davidbarkholz@priority-wealth.com
David has been in the financial services industry since June 2009. He lives in Perrysburg, OH with his wife Rachel and their three daughters, Lucy, Lillian, and Layla. Building and serving relationships, along with meeting...
Mitch Borst
Financial Advisor
Mitchborst@priority-wealth.com
Julie Luther
Financial Advisor
julieluther@priority-wealth.com
Julie has been licensed in the financial service industry since June 2016. She lives in the Wood County vicinity with her husband, Patrick. They have 2 grown sons, Jordan in Columbus, Ohio and Jared in Denver, Colorado....
Lionel Brock
Senior Financial Advisor
Lionel Brock began his professional career in 2009 while completing his MBA from Walden University in 2010. He has matured in the financial industry as an elite investment representative with over 14 years of experience. Lionel is a...
Brandt Landin
Financial Advisor
brandtlandin@priority-wealth.com
George Calton, Jr.
Financial Advisor
George Calton, Jr. has been in the financial services industry since 2020. As a fully licensed advisor, George specializes in wealth accumulation, retirement planning, and working with businesses and business owners. ...
Heather Ukena
Financial Advisor
801-390-6504 (voice only)
heatherukena@priority-wealth.com
Tiffany Schrader
Financial Advisor
tiffanyschrader@priority-wealth.com
Brian McCurdy
Senior Wealth Advisor
Mike Bajorek, CPFA®
Financial Advisor | Wealth Strategist
Mike’s role as a Wealth Strategist extends far beyond managing investments. He integrates tax efficiency, retirement readiness, risk management, and estate planning into cohesive, long-term strategies designed to preserve growth while
Melissa Kahler
Financial Advisor
Melissa started in the financial services industry over 20 years ago as a single mom with three kids, one with special needs.Today, she wears two hats with pride: one as a seasoned financial advisor and the other as a passionate...
Trevor Kengle
Financial Advisor
With over 27 years of dedicated service in the realm of Mortgage Lending, Trevor brings a wealth of experience and expertise to the table. His journey began with a passion for helping individuals and families achieve their dreams of...
Jeremiah Nguapha, CPA
LPL Investment Advisor Representative
jeremiahnguapha@priority-wealth.com
Eric Bouscher
Investment Representative
ericbouscher@priority-wealth.com
Matthew Davis
LPL Investment Advisor Representative
Aspen Spratt
Senior Financial Consultant
(855) 940-4104
Bobby Garcia
Wealth Advisor
Robert Diaz-Arrastia
Wealth Advisor
robertdiazarrastia@priority-wealth.com
Jacqui Davie
Wealth Advisor
jacquidavie@priority-wealth.com
Joshua Dowden, CPFA®
Financial Advisor
Doug Meuth
Wealth Advisor
Doug is dedicated to providing his clients with the professional and individual attention necessary to help them achieve their financial goals, and maintaining ongoing service as their needs change. For over 35 years, he has provided...
Elizabeth Pattarettu
LPL Registered Representative
Elizabeth immigrated to the United States over 30 years ago to pursue a better life for herself and her family. This experience instilled in her the value of hard work and perseverance, which she brings to everything she does. She is a...
Joanna Walker
LPL Investment Advisor Representative
https://www.joannawalkermoneytalker.com/ Joanna empowers people to become confident when making decisions about money. She listens, encourages, and empathizes with you, and her goal is to develop a long-lasting relationship with you....
Kyle Sullivan
Financial Advisor
kylesullivan@priority-wealth.com
Nathan Russell
Wealth Advisor | Investment Manager
Nathan Russell has been in the financial industry since 1999. Born and raised in California, he currently resides in San Clemente with his wife, Janet. As an investment manager, his top priority is building risk-adjusted portfolios...
Joe Pepper
Wealth Planner
Joe has 25 years of experience helping individuals, business owners, and companies. One of the things Joe loves most about being a Wealth Planner is seeing hope and trust develop over time and working toward protecting client assets....
Maida Talens
Wealth Management
(951)520-0419
Maida Talens has been a professional in the financial industry for the past decade. Her expertise lies in financial planning, enabling her to assist clients in building wealth, mitigating risks, and developing customized strategies to...
David Williamson
Wealth Advisor
Phil DeBrier
Wealth Consultant
(951) 520-0419
Mark Stookey
Senior Wealth Advisor
Ellen Mallay
Wealth Advisor
ellenmallay@priority-wealth.com