Thayer Partners LLC

Joseph Ciliberti is a CFP® professional with 22 years of industry experience. He is currently with Thayer Partners LLC and has held prior roles at Bank of America, Merrill Lynch, TD Ameritrade, and Scottrade. Thayer Partners LLC offers 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 emphasizes a long-term investment approach using diversified portfolios primarily composed of low-cost mutual funds and ETFs and operates through a multi-office advisor network.

Deborah Deckman is a financial advisor with Thayer Partners LLC in Saint Marys, GA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Thayer Partners since 2018 and previously held positions at Lovett Advisors LLC, Almanack Investment Partners, Spire Wealth Management, and operated her own consulting and virtual services firm. 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 retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios primarily composed of low-cost mutual funds and ETFs, and operates a multi-office advisor network with centralized compliance oversight.

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.

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.

Lori Morell is a financial advisor at Thayer Partners LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Linder Financial Services since 2018. Prior to her career in financial advising, she spent 34 years at Kimberly-Clark Corp. Thayer Partners LLC offers customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach using diversified portfolios of mutual funds, ETFs, individual securities, and independent managers, operating through a multi-office advisor network.