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Your Team

A Team You Can Trust

When you become part of the Weston Banks Wealth Partners family, you get to work with our highly knowledgeable and skilled team of executives, advisors, and associates.

Each member of our firm is client-focused and experience-driven, offering a spirit of fun and a heart for volunteerism. Together, they will help you create a plan that creates opportunities to embrace life today, to move from success to purpose, and to build a legacy that outlasts a lifetime.

Jason Steele

Jason L. Steele

Founder & CEO

David Weiss

David Weiss

Senior Vice President

Heather Steele

Heather Steele

Director of Client Services

Katie Mohan

Katie Mohan

Account Manager - Advisor Marketing & Communications

Hilary  Pluemer

Hilary Pluemer

Director of Advisor Services

Paul Keeton

Paul Keeton

Director of Investments & Advisory Solutions

Chris Bravender

Chris Bravender

Fixed Income Manager

Dana Kenney

Dana Kenney

Virtual Sales Assistant