Why I Chose Bluestone

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^®

Courtney Walls

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