Joseph Ciliberti Jr. is a CFP®-designated financial advisor at Thayer Partners LLC with 23 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, TD Ameritrade, and Scottrade. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, and business advisory services. The firm employs a long-term investment approach grounded in fundamental analysis and offers both discretionary and non-discretionary portfolio management alongside consulting engagements.

Deborah Deckman is a financial advisor at Thayer Partners LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Thayer Partners since 2018, following a two-year period at Lovett Advisors LLC. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm employs a long-term investment approach grounded in fundamental analysis and offers a broader range of consulting services, including business advisory tied to Profit First methodology and fiduciary services for ERISA plans.

David Miller is a financial advisor at Thayer Partners LLC with two years of industry experience. He holds a Series 65 designation and has operated his own accounting firm, David Miller CPA LLC, since 2017. His prior experience includes roles at Abcam LLC and Doug Murstein CPA LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm employs a fundamentally driven, long-term investment approach and operates a multi-office advisor network serving various client types, including offshore investors.

Timothy Kriegel is a financial advisor with Thayer Partners LLC, holding a Series 65 designation and six years of industry experience. He has been affiliated with SELEE Corporation since 1997. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, retirement plan advisory, and business advisory services. The firm employs a long-term, fundamental analysis-based investment approach overseen by a Chief Investment Officer and offers a range of consulting and fiduciary services beyond typical investment management.

John Wilmerding is a financial advisor at Thayer Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and Thayer Partners. Outside of his advisory role, Wilmerding serves on the advisory board of AmigoData, a company focused on energy efficiency for data centers, and hosts an informational podcast featuring business owners discussing their legacy. Thayer Partners LLC provides customized wealth management, financial planning, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach emphasizing fundamental analysis and diversified portfolios, serving clients through a multi-office network.

David Beckwith is a CFA® charterholder with 15 years of industry experience. He is currently with Thayer Partners LLC, where he has worked since 2022, following a 16-year tenure at Rinet Company, LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm manages approximately $401 million in assets and uses a long-term, fundamental analysis approach to build diversified portfolios primarily with low-cost mutual funds and ETFs.

Marci Silverman is a financial advisor with Thayer Partners LLC in Alpharetta, GA, holding 14 years of industry experience. She was previously with Linder Financial Services for 28 years before joining her current firm. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm’s investment approach is primarily long-term and grounded in fundamental analysis, overseen by a Chief Investment Officer.

Lori Morell is a Series 65-licensed financial advisor at Thayer Partners LLC in Alpharetta, GA, with eight years of industry experience. She worked at Linder Financial Services for seven years following a 34-year career at Kimberly-Clark Corp. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans with customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers a broader range of consulting services, including fiduciary support for ERISA plans and business advisory tied to Profit First methodology.