Broker Check

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Gina Bolvin

President

Gina Bolvin, President of Bolvin Wealth Management Group Inc., has captured the human side of investing.

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Karen Soule

Para Planner

6173482884

karen@bolvinwealth.com

Karen Soule has worked in financial services for over 14 years. While she helps with general office operations, she mostly enjoys and specializes in financial planning. With the goal to make the complex simple, she helps clients...

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Michele Hesson

Director of Client Relations

Michele Hesson works closely with clients to ensure that their ongoing needs are met.

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William Bernarduci

Partner, Wealth Advisor

William Bernarduci, J.D. is a wealth advisor who focuses on retirement planning and employee benefit/pension advisory services.
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