Our Team
Melissa Cournyer
CEO & Private Wealth Advisor
Kate Ruff
Chief Operating Officer
Bethany Gillihan
Director of Client Service
Charles Clark
Private Wealth Advisor
Matthew Ferguson
Investment Analyst & Private Wealth Advisor
Erwin Reguindin
Private Wealth Advisor
Kayla Sabol
Investment Operations Associate
Jessica Smith
Private Wealth Advisor
Tatum Benson
Client Service Associate
Support Team
Ann Swartz
Chief Compliance Officer
Bill Beaudoin
Vice President of Case Design
Greg Freeman
Advanced Planning Specialist
Derek Chesley
Case Design
Ray Lucas
Senior Vice President of Financial Planning & Training
Will Hackler
Director of Retirement Plans
Rich Austin
Executive Director, Estate & Business Planning
Steve Kolano
Chief Investment Officer
Planning for Tomorrow Begins Today
It’s time to feel more confident in your financial direction.
As you navigate life’s transitions, having a clear plan in place can help reduce uncertainty and support better outcomes.
At Konvex Wealth, we offer guidance designed to help you make informed decisions for your family and future. Our goal is to give you the space to focus on what matters most: your life, your loved ones, and the legacy you want to create.