Why Work with Us
We offer a full spectrum of wealth planning services supported by low-cost, tax-efficient, globally diversified portfolios. We create strategies that are tailored to your needs and goals while providing you access to your team of advisors anytime and anywhere.
What Makes Us Different
Years of experience have prepared us to guide you through your life transitions. As a SEC-registered fiduciary advisor, we always place you and your family's best interests first as we develop a customized plan to help you achieve your long-term financial goals.
How Can We Serve You?
Liberty Wealth Advisors® advice and investment management services give you peace of mind and allow you to focus on other important areas of your life.
Discovery & Revelation
It is important for us to get to know you before working together.
Annette A.Vanderlinde, MBA, CWS®, AIF®
Chief Client Officer
Jennifer C. Flaherty, CFP®, CRPC®
Financial Advisor
Ashley E. H. Scott, CFP®
Associate Financial Advisor and Compliance Manager
Brian Dillbeck
Chief Financial Officer
Glenn Spencer
Chief Executive Officer
Logan Auch
Transition Specialist
Scott Duba, CFA®, MBA
Chief Investment Officer and Managing Director, Wealth Management
Terra McBride, MBA
Chief Marketing Officer
Tricia Cooper
Director of Human Resources
Will McGough CFA®
Director, Investments
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