Experience

The CenterCoast Private Wealth Management has extensive industry experience as trusted advisors. We are committed to helping you plan effectively, invest wisely, and map a realistic course for your future.

Robert H. Weis, CFP®

Founder, Private Wealth Advisor

    Marc R. Lubkeman, CFP®

    Founder, Private Wealth Advisor

      Richard A. Stanfel, CFP®, AIF®

      Director, Private Wealth Advisor

        Louise Ozolins, CRPC, AIF®

        Private Wealth Advisor

          Lucas Weis, CFP®

          Private Wealth Advisor

            Our Staff

            Anastasia Tashlitsky

            Practice Director of Branch Operations

              Patricia Antonelli

              Senior Client Service Associate

                Dianne Mumenthaler

                Senior Client Service Associate

                  Ryan N. Begley

                  Senior Client Experience Specialist