Marc Bernstein, JD, ChFC®, CLU®, CAP®
Founder and Chief Strategist

Marc J. Bernstein is the Founder and Chief Strategist at MWealth Advisors. Marc has over 30 years of experience helping closely held business owners and successful executives with their most intimate and complicated areas of planning.

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Andrew Babson
Head of Business Developement

Andrew Babson is the Head of Business Development at MWealth Advisors. Andrew has a made a name for himself by being a steadfast advocate for family owned privately held businesses across the country. He prides himself on understanding the most complex and challenging issues facing family businesses and leading them with speed and conviction through the planning process.

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Kevin Crowley
Head of Operations

Kevin Crowley is the Head of Operations at MWealth Advisors. MWealth’s jack of all trades, Kevin splits his time wearing multiple hats for our organization. Kevin’s principal role involves organizing the various steps associated with the implementation of our client’s plans. His 15+ years of financial and estate planning experience help him communicate the short and long-term benefits of in-depth strategic planning.

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Andrew Hauber, ChFC ®
Head of Planning Implementation

Andrew Hauber is the Head of Planning Implementation at MWealth Advisors. Andrew spends the majority of his time helping clients navigate the various steps of our planning process. Working tirelessly to help his clients achieve their goals, Andrew personifies goal achievement through accountability.

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Danielle Barbour
Administrative Assistant

Danielle Barbour is the Administrative Assistant to Marc Bernstein. Danielle manages daily administrative duties along with being a skillful point of contact for clients. She comes from a financial background, having worked in the banking industry for 15+ years.

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Andrea Kressley
Administrative Assistant

Andrea Kressley is the Administrative Assistant for MWealth Advisors. Since beginning with MWealth, Andrea has worn many hats within the company. From client service to overseeing our advisory alliance program, Andrea always goes above and beyond keeping everything moving smoothly.

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Gloriana Scott
Administrative Assistant

Gloriana Scott comes to MWealth Advisors with a diverse background. As an administrative assistant to Marc Bernstein, Gloriana recognizes hard work to ensure clerical management and daily operations are ran smoothly and efficiently.

Jenna Sweeney
Client Service Specialist

Jenna Sweeney is the Client Service Specialist for MWealth Advisors. With a demonstrated history of working in the financial services industry, Jenna’s role is focused on client relationships. Specialties and focus points include the Fiscal View Portal, managing client touch points, branding, and working with advisors to render high quality service to maximize client satisfaction.

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