Who is BANDER Wealth Management?
BANDER Wealth Management is an independent, locally owned, full-service investment firm serving clients throughout the United States.
We provide comprehensive financial planning and investment management with a personalized approach, specializing in the unique needs of small business owners, retirees, and professionals.
Our independence allows us to offer a wide range of investment strategies, services, and technology – giving our financial consultants the flexibility to select solutions that align with your goals in today’s ever-changing financial landscape. Every recommendation is guided by your objectives, your timeline, and your vision for the future.
At BANDER Wealth Management, we are committed to helping you achieve lasting financial confidence. We believe the strongest plans are built on trust, transparency, and long-term relationships, and we take pride in partnering with our clients for every stage of their financial journey.
Our Mission Statement
Our future depends upon the decisions we make today. As a full-service independent firm, we are committed to assisting and educating our clients on the various options and opportunities available to them. Our goal is to provide understanding and increased confidence to you in making these critical decisions.
We understand that this is best accomplished by listening to you, and demonstrating respect for your time, your goals, and your assets. As professionals we work for you and will work diligently to provide you individualized service, quality products and educated recommendations.
We consider it a privilege to work for you, our valued client.
The BANDER Wealth Management Team
– for full bio, click each image –
Link to: Blayne-Andersen
Blayne A. Andersen, CFP®
Chief Investment Officer
BANDER Wealth ManagementLink to: Randall Jones CPA
Randall Jones - CPA, Tax Strategist
BANDER Wealth Accounting Group
and Tax Strategist
BANDER Wealth Managementand Tax Strategist
Link to: Joe Holloway CPA
Joe Holloway - CPA, Tax Strategist
BANDER Wealth Accounting Group
and Tax Strategist
BANDER Wealth Managementand Tax Strategist
Link to: Will Jones CPA
Will Jones - CPA, Tax Strategist
BANDER Wealth Accounting Group
and Tax Strategist
BANDER Wealth Managementand Tax Strategist
Link to: Joe Fairbanks
Joe Fairbanks - Estate Planning
Wills, Trusts, & Probate
BANDER Wealth ManagementLink to: Stephanie Westover
Stephanie Westover
Office Manager
BANDER Wealth ManagementLink to: Dallin Myers
Dallin Myers
Paraplanner
BANDER Wealth ManagementLink to: Mia Hale
Mia Hale
Client Services Specialist
BANDER Wealth ManagementLink to: Graciela Martinez
Graciela Martinez
Client Service Specialist
BANDER Wealth ManagementLink to: Tristen Tallerico
Tristen Tallerico
Operations Specialist
BANDER Wealth ManagementLink to: Ryan Watts
Ryan Watts
Operations Specialist
BANDER Wealth ManagementLink to: Rachel Andersen
Rachel Andersen
Project Manager
BANDER Wealth ManagementLink to: Gary Schwartz
Gary Schwartz
Chief Compliance Officer
BANDER Wealth ManagementLink to: Heather Pennington
Heather Pennington
Director of New Client and
Partnership Strategy
BANDER Wealth ManagementPartnership Strategy
Link to: David Summers, CFA
David Summers, CFA®
Portfolio Manager
BANDER Wealth ManagementLink to: Shane Carpenter, CFA
Shane Carpenter, CFA®
Portfolio Manager
BANDER Wealth ManagementLink to: Lance Stafford CFA
Lance Stafford, CFA®
Director, Alternative Investments
BANDER Wealth Management
Certified Financial Planner™(CFP®)
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. Why CFP® Certification Matters.
Accredited Investment Fiduciary®
An Accredited Investment Fiduciary® has met all of the criteria and qualifications necessary to hold this certification.
