Austin Griffie is a financial advisor at Zermatt Wealth Partners with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Merrill, Bank of America, and also engaged in entrepreneurial activities with Suited Media LLC. Zermatt Wealth Partners is an SEC-registered, fee-only wealth advisory and investment management firm serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm uses an asset-allocation–driven approach tailored to client objectives and offers comprehensive wealth planning and portfolio management services.

Louis Dworsky is a financial advisor at Zermatt Wealth Partners with Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Maven Capital, Hayden Royal, Morse Capital Partners, and Thompson Davis & Co. In addition to his advisory work, he has ownership interests in multiple real estate investment entities. Zermatt Wealth Partners provides personalized investment supervisory services and wealth-related consultations to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes individualized, globally diversified asset allocation and portfolio monitoring, generally managing accounts on a discretionary basis while operating as a fee-only adviser.

Andrew Jensen is a financial advisor with WFA of San Diego, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Crystal Capital Partners from 2014 to 2020 and has been with WFA of San Diego and Zermatt Wealth Partners since 2021. WFA of San Diego is a fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation, third-party research, and individualized investment policy statements, with a focus on fiduciary considerations and a unique shared governance structure with related advisory entities.