Broker Check

Our Team

Magnus Wealth Management has a team of financial professionals, led by President and CEO Vincent Anderson, to ensure that all options to provide for your future goals are thoroughly explored. Our team consists of financial advisors, financial planners, legal counsel, compliance associates, and support staff to ensure that your portfolio is crafted in the Magnus way. Our staff makes every effort to maintain the highest level of professional competence available by spending several weeks each year attending professional seminars and workshops.

 

More information about these investment professionals may be found at BrokerCheck.finra.org.

Kimberli Fleck

Senior Vice President & General Counsel

(814) 461-1001

Jenna Knocke

Administrative Compliance Assistant

(814) 461-1001

Jacqueline Trezza

Director of Operations

(814) 461-1001

Jen Bohlman

Advisory Client Services Associate

(814) 461-1001

David Rosenblatt*

Portfolio Manager

(814) 461-1001

*David Rosenblatt is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by David is no way related to Cetera Advisor Networks LLC or its registered representatives.
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Jeff Weatherford*

Trading Specialist

(814) 461-1001

*Jeff Weatherford is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Jeff is no way related to Cetera Advisor Networks LLC or its registered representatives.
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Ron Lutz

Director of Technology

(814) 461-1001