The Realta Team

The Realta Wealth Executive Team brings more than 150 years of combined experience to their roles. All of our leaders leverage their extensive industry expertise to ensure Realta operates with the highest standards of integrity, transparency and accountability as we support independent financial advisors in building their businesses and serving their clients.

Individually, each works diligently to ensure Realta remains worthy of the trust financial advisors place in us. Together, they comprise a seasoned team with a singular focus: elevating the advisor experience for every affiliate who calls Realta Wealth home.