Why I Joined Bluestone, by Courtney Walls
In my previous role at BlackRock, I worked closely with the largest Independent advisory practices across Ohio. When I decided to pursue the advisory side of the business, Bluestone made my short list.
Choosing BWP boiled down to three key concepts: Relevance. Long term vision. Trusted Partner. Since joining the team, I’ve witnessed unparalleled client service, industry-leading expertise & outstanding leadership. I am thrilled to contribute to a team with such a bright future.
Michael Agriesti, CFP®, CRPC®, LUTCF
Sam Chickerella, CFP®
Nick Fisher, CFP®
Jeff Lammert, CFP®
Richard Martin, MS, CFP®
Andy Michel, ChFC, CLU
Mike O’Brien, CFP®, CRPC®, CRPS®
Don Parkhill, JD
Adam Pusateri, CFP®
Adam Weingartner, CFA
Courtney Walls is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Bluestone Wealth Partners is not an affiliate of Lincoln Financial Advisors. CRN-3443939-020821