Meet the Team
Patrick Lawson, Jr. CFP®
Owner
Amelia Ostenson, CFP®
Financial Planner
Additional Support
Branch Partners partners with Mariner, giving us access to seasoned professionals in tax, trust, estate planning, investments, retirement planning, and insurance. Through our partnership, we can bring in a team of experienced professionals as needed, helping to ensure you receive comprehensive support tailored to your unique needs.
Wealth Strategy & Planning Team
Christopher Moore, CFP®
Director, Wealth Strategy, Mariner
Rachel Vega, CFP®
Senior Wealth Strategist, Mariner
Alfred Cantilina, CFP®
Wealth Strategist, Mariner
Ruth Chukwunyere, CFP®
Associate Wealth Strategist, Mariner
Ryan Drake, CPA
Director, Tax Planning & Preparation, Mariner
Investment Strategy Team
Michael Glennon
Vice President, Private Investments, Mariner
J.P. Weidler, CFA®, CRPC®
Portfolio Manager, Equities, Mariner
Tony DiBartolomeo
Portfolio Management & Consulting Analyst, Mariner
Nolan Richardson
Analyst, Independent Portfolio Management & Consulting, Mariner
Piper Leitch
Analyst, Investment Solutions, Mariner
The Mariner associates listed are not employees of Branch Partners. They are employees of Mariner and Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. For additional information, refer to https://independent.mariner.com/legal/.