Delta Wealth Advisors
What’s the Key to Finding Your Financial Clarity? Collaboration. Combining the specialized services of our in-house financial planning experts and CPA, Delta Wealth Advisors addresses every angle of your financial picture from growing, protecting and preserving the wealth of your family and your business. Delta Wealth Advisors is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.
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Verified contacts
22
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
2
tools in use
Monthly traffic
551
organic / mo
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- DE
Dino Efthimiou
Co-founder · Other
EmailPhone - JK
Jamie Koglin
Lead Tax Advisor · Finance & Accounting
EmailPhone - JS
Jasen Schneider
Tax Manager · Finance & Accounting
EmailPhone - AM
Alexis McDonald
Operations Specialist · Operations
EmailPhone - CB
Caitlin Blackwell
Senior Staff Accountant · Finance & Accounting
EmailPhone - JP
Jarrett Phelan
Tax Prep Associate · Finance & Accounting
EmailPhone - NS
Nathan Stone
Client Services Associate · Customer/Client Service
EmailPhone - CH
Carla H. Hayden
Chief People Officer · Human Resources
EmailPhone - CM
Chris Makin
Agresta, Storms & o'leary Pc · Other
EmailPhone
Showing 9 of 22 verified contacts
Top roles at Delta Wealth Advisors
20 distinct titles indexed · top 10 shown.
- 2co-founder
- 1& ö
- 1, &
- 1,, &
- 1agresta, storms & o'leary pc
- 1chief people officer
- 1client service associate - tax
- 1client services associate
- 1fp & a and wealth intern
- 1fp & a csa
- +10more titles
Sign up to unlock all 22 contacts at Delta Wealth Advisors
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