Jeremy Dee Witbeck
Corporate Officer/Principal at RWA Wealth Partners LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Dan Wiener | M | - |
RWA Wealth Partners LLC
 RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | 30 years |
| Charlie Toole | M | 49 |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | 7 years |
| Derek Matthew Baldwin | M | - |
Gould Asset Management LLC
 Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | 10 years |
| Chris Keith | M | - |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | 13 years |
| Kerstin Block | F | - |
University of Arizona
| 18 years |
| Tim Clift | M | - |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | 2 years |
| Rick Shriver | M | - |
Farmers Insurance Co., Inc.
 Farmers Insurance Co., Inc. Insurance Brokers/ServicesFinance Part of Zurich Insurance Group AG, Farmers Insurance Co., Inc. is a company that provides insurance agency services. The company is based in Olathe, KS and was founded in 1955. | 14 years |
| Mark J. Testa | M | - |
Farmers Insurance Co., Inc.
Farmers Insurance Co., Inc. Insurance Brokers/ServicesFinance Part of Zurich Insurance Group AG, Farmers Insurance Co., Inc. is a company that provides insurance agency services. The company is based in Olathe, KS and was founded in 1955. | 12 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jeff Powell | M | - |
Polaris Wealth Advisory Group LLC
 Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | 11 years |
| Rich Ballew | M | - |
Gould Asset Management LLC
Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | - |
| Brett Miller | M | - |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | 6 years |
| Sean David Wells | M | - |
University of Arizona
| 5 years |
| Andrew Gregory Block | M | - |
University of Arizona
| 5 years |
| Jena Michels | F | - |
University of Arizona
| 5 years |
| Matt Erickson | M | - |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | 5 years |
| Zachary Ganz | M | - |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | - |
| John Mark Warren | M | - |
University of Arizona
| 5 years |
| Sammy Ng | M | - |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | 2 years |
| Adeel Yang | M | - |
University of Arizona
| 10 years |
| Adam Kaplan | M | - |
University of Arizona
| 4 years |
| Benjamin Madick | M | - |
University of Arizona
| 4 years |
| Mary-Whitney E. Wheaton | F | 37 |
University of Arizona
| 4 years |
| Patrick Horsman | M | - |
University of Arizona
| 4 years |
| Ryan Gerard Sitrin | M | - |
University of Arizona
| 5 years |
| Andrew Byrnes | M | - |
University of Arizona
| 4 years |
| Prabhab Banskota | M | 44 |
University of Arizona
| 1 years |
| Rachel Henneman Beaupré | F | - |
University of Arizona
| 4 years |
| Sam Swift | M | - |
University of Arizona
| 4 years |
| Eva Antoniewski | F | - |
University of Arizona
| 4 years |
| Matthew R. Potts | M | - |
University of Arizona
| 1 years |
| Ryan I. Kanto | M | - |
University of Arizona
| 4 years |
| Steven C. Lambe | M | - |
University of Arizona
| 4 years |
| Erik Huberman | M | - |
University of Arizona
| 4 years |
| Amri Sinuhaji | M | - |
University of Arizona
| 1 years |
| Marc Wiesenberger | M | - |
University of Arizona
| 4 years |
| Cody Shirk | M | - |
California Lutheran University
| 4 years |
| Lindsey Woodward | F | - |
University of Arizona
| 4 years |
| Zachary Mees | M | - |
University of Arizona
| 4 years |
| Kiyohiro Kawayanagi | M | 55 |
University of Arizona
| 2 years |
| Thayer Kristin | F | - |
University of Arizona
| 4 years |
| Li Li | M | 53 |
University of Arizona
| 4 years |
| Jenna Lucille Biancavilla | F | - |
University of Arizona
| 4 years |
| Mario Ramos | M | - |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | 2 years |
| Doug Brookman | M | - |
University of Arizona
| 4 years |
| Jack Rothacher | M | - |
University of Arizona
| 3 years |
| Kevin Boesen | M | - |
University of Arizona
| - |
| Chi Fung Au | M | 37 |
University of Arizona
| 4 years |
| Jian Nan Wang | M | 45 |
University of Arizona
| 3 years |
| Arathi Thyagarajan | F | - |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | 5 years |
| Mike Walsh | M | - |
California Lutheran University
| 4 years |
| Jonathan Kielmeyer | M | - |
University of Arizona
| 5 years |
| Harry Lundin | M | - |
University of Arizona
| 4 years |
| Eric Jensen | M | - |
University of Arizona
| 3 years |
| James Caron | M | - |
University of Arizona
| 3 years |
| Peter A. Gross | M | - |
University of Arizona
| 4 years |
| Charles D. Rennick | M | 42 |
University of Arizona
| 3 years |
| David A. Wiersma | M | - |
University of Arizona
| 24 years |
| Chengliang Ma | M | 66 |
University of Arizona
| 2 years |
| Victor Morange | M | - |
University of Arizona
| 5 years |
| Clayton Charles Lawrie | M | 45 |
University of Arizona
| 2 years |
| Maxwell S. Burke | M | - |
University of Arizona
| 4 years |
| Brad Conrad | M | - |
University of Arizona
| 4 years |
| Vanessa Roy | F | - |
University of Arizona
| 4 years |
| Larry Liang | M | 44 |
University of Arizona
| 3 years |
| Sarah L. Whicker | F | - |
University of Arizona
| 4 years |
| Lance P. Simpson | M | - |
California Lutheran University
| 2 years |
| Charles M. Loftin | M | - |
University of Arizona
| 4 years |
| John Muscolino | M | - |
Farmers Insurance Co., Inc.
Farmers Insurance Co., Inc. Insurance Brokers/ServicesFinance Part of Zurich Insurance Group AG, Farmers Insurance Co., Inc. is a company that provides insurance agency services. The company is based in Olathe, KS and was founded in 1955. | - |
| Kelly Williams | F | - |
University of Arizona
| 4 years |
| F. Robert Woudstra | M | - |
Farmers Insurance Co., Inc.
Farmers Insurance Co., Inc. Insurance Brokers/ServicesFinance Part of Zurich Insurance Group AG, Farmers Insurance Co., Inc. is a company that provides insurance agency services. The company is based in Olathe, KS and was founded in 1955. | - |
| David Zapletal | M | - |
University of Arizona
| 4 years |
| Shi Hao Wang | M | 74 |
University of Arizona
| 2 years |
| Lance R. Broberg | M | - |
University of Arizona
| 3 years |
| Erin Reilly Paulson | F | 41 |
University of Arizona
| 4 years |
| Ray Garcia | M | - |
University of Arizona
| 4 years |
| Aaron James Brunette | M | - |
California Lutheran University
| 3 years |
| William S. Dalton | M | - |
University of Arizona
| 1 years |
| Eric Peterson | M | - |
University of Arizona
| 4 years |
| Sara Dionne | M | - |
University of Arizona
| 3 years |
| Mike R. Wilson | M | - |
University of Arizona
| 3 years |
| Jon W. Courtney | M | - |
California Lutheran University
| 2 years |
| Tiffany Wojtkiewicz | F | - |
University of Arizona
| 4 years |
| Vladimira Ilieva | M | - |
University of Arizona
| 3 years |
| Jonathan R. Groth | M | - |
University of Arizona
| 4 years |
| Dale Rucker | M | - |
University of Arizona
| 3 years |
| Rufus Glasper | M | - |
University of Arizona
| 3 years |
| Mary Snider | F | - |
University of Arizona
| 4 years |
| Derrick Hsiang | M | - |
University of Arizona
| 3 years |
| Matthew Hallinan | M | - |
University of Arizona
| 4 years |
| Crandall Legrande Smith | M | - |
University of Arizona
| 4 years |
| Dan Steed | M | - |
University of Arizona
| 2 years |
| Robert Wallendorf | M | - |
University of Arizona
| 4 years |
| Gunnar Hansen | M | - |
University of Arizona
| 4 years |
| Jessica Lobato | F | - |
University of Arizona
| 4 years |
| Robert Andrew Marcus | M | - |
University of Arizona
| 4 years |
| Joshua Rosenthal | M | - |
University of Arizona
| 5 years |
| Sirena M. Roberts | M | - |
University of Arizona
| 4 years |
| Lukas Michael Hartwich | M | - |
University of Arizona
| 4 years |
| Jonathan Jazwinski | M | 43 |
University of Arizona
| 4 years |
| Stephen Tanenbaum | M | - |
University of Arizona
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jeremy Dee Witbeck
- Personal Network
