San Antonio, TX Ih 10 Office

Barret Kolle is a financial advisor at Avid Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Northwestern Mutual and New Edge Advisors. Outside of his advisory role, he is involved in Avid Risk Management, focusing on insurance and financial planning. Avid Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goal-oriented, planning-driven investment approach emphasizing low-cost asset allocation, downside protection, and tax minimization, often incorporating mutual funds, ETFs, individual securities, and fixed income into client portfolios.

Lindsey Tablizo is a ChFC® credentialed financial advisor at Avid Wealth Partners, LLC with six years of industry experience. She has previously worked at GWM Advisors, LLC, Northwestern Mutual Investment Services, LLC, and Eric Kala. Avid Wealth Partners provides comprehensive financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a goal-oriented wealth planning approach emphasizing tax efficiency, downside protection, and diversified asset allocation, utilizing third-party managers and specialized strategies including pooled vehicles and private funds.

Daniel Reinke is a CFP® and ChFC® affiliated with Avid Wealth Partners, LLC in San Antonio, Texas. He has five years of industry experience, including roles at Northwestern Mutual Investment Services LLC and other firms prior to joining Avid Wealth Partners in 2020. Reinke is also a licensed insurance agent involved with Avid Risk Management. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm emphasizes a goal-oriented wealth planning approach focusing on tax efficiency, downside protection, and diversified asset allocation, often utilizing third-party managers and private funds to implement specialized strategies.

Russell Stehling is a financial advisor at Avid Wealth Partners, LLC with 22 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Northwestern Mutual and New Edge Advisors. Stehling is also involved with Avid Risk Management, providing insurance and financial planning services as a licensed insurance agent. Avid Wealth Partners offers financial planning, consulting, and investment management to a range of clients including individuals, trusts, and charitable organizations. The firm employs a goal-oriented wealth planning approach that incorporates tax efficiency, downside protection, and diversified asset allocation, often utilizing third-party managers and specialized investment vehicles.

Alicia Fuschak is a CFP® and ChFC® with 17 years of industry experience. She is currently with Avid Wealth Partners, LLC, where she has worked since 2022. Her prior roles include positions at NewEdge Advisors and Eric Kala. Outside of her advisory work, she is a licensed insurance agent supporting insurance placement as needed. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes a goal-oriented, planning-driven investment process focused on low-cost asset allocation, downside protection, and tax minimization.

Jason Branch is a financial advisor at Avid Wealth Partners, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Avid Wealth Partners in 2026, he served in the United States Air Force from 2015 to 2026. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm emphasizes a goal-oriented wealth planning approach focused on tax efficiency, downside protection, and diversified asset allocation, utilizing third-party managers and sub-advisers for specialized strategies.