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
Kimberli is a Regional Director of Cetera Advisor Networks LLC.
Sarah Mitrotz
Compliance Specialist
Sarah is a Registered Administrative Assistant of Cetera Advisor Networks LLC.
Robert Pfahl, CFP®, CRPS®
Sr. Compliance Associate
Robert is an OSJ Branch Manager of Cetera Advisor Networks LLC.
Sue Pfirman
Sr. Advisory Operations Associate
Sue is a Registered Administrative Assistant of Cetera Advisor Networks LLC.
David Rosenblatt*
Director, Investment Strategies
*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.
Rob Hinson, CFA®
Director, Investment Operations & Trading
Robert is a Registered Administrative Assistant of Cetera Advisor Networks LLC.