Maia Wealth Overview
Contact top employees from
Maia Wealth
Summary
Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients.
RIA vs. Broker/Duall...Show more
Maia Wealth industries
Financial Services
Headquarters Location
Maia Wealth Employees Size
1-10 employees
Specialties
Asset and Income Protection, Retirement Planning, Fee-Based Financial Planning, Investment Advisory Services, Business Planning, Estate Planning, Employee and Executive Benefits, Personalized Financial Planning
Maia Wealth Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
3Total number all of employee turnover
< 3joined positions
Current employees switched from
1
Cherry Hills Country Club
Intern
1
1
Morgan Stanley
Financial Planning Assistant
1
1
KeyBank
Wealth Advisor
1
Number of employees by department
5Total number all of employee turnover
< 2Wealth Advisor
< 1Partner
< 1Intern
< 1Financial Planning Assistant
Ex-employees positions
In Company
Wealth Advisor
2
Partner
1
Intern
1
Financial Planning Assistant
1
In New Company
1
Senior Wealth Management Advisor
Wealth Advisor
2
Partner
1
Intern
1
Financial Planning Assistant
1
Senior Wealth Management Advisor
1
Contact top employees from
Maia Wealth
Adam Coleman
Wealth Management Advisor
Jon Jarboe
Wealth Advisor
Annie Kiser
Partner
Sonia Martinez
Wealth Management Advisor
Barb Gilroy
Financial Planning Assistant
Rebecca DeSoto
CERTIFIED FINANCIAL PLANNER™, CERTIFIED DIVORCE FINANCIAL ANALYST™
Jack McCaddon
Wealth Management Advisor
Dionne Banks
Wealth Manager
Desmond Dimond
Partner
Darcy Gonsalves
Vice President of Wealth Management, Certified Financial Planner
Kendall Miedema
Wealth Advisor
Chandler te Velde
Senior Wealth Management Advisor
Andrew Bourke
Wealth Advisor
Steve Hartel
Wealth Advisor
Tyler Linkowski
Independent Wealth Advisor
Scott Marek
CERTIFIED FINANCIAL PLANNER™
Christopher Barker
Certified Financial Planner
Andrew Horton
Partner
Lane Stamper
VP & Wealth Management Advisor
Connor Dooley
Intern
Tristan Chancellor
Wealth Advisor
Michael Hayes
Investment Management Assoc.
David Owens
Investment Committee Member
Jaz Sandhar
Fixed Income Specialist
Kurt Gallup
Investment Specialist
Byron Hurlbut
Director of Operations & Investments
Courtney Pesche
Operations Assistant
Jacob Jaegle
Wealth Management Advisor
Dharani Saiz Gray
Operations Assistant
Thomas Gillin
Financial Advisor
