BWA Team
Find anyone on the BWA Team by first or last name or just scroll down.
- Amy O'Connell
- Hunter Dempsey - Financial Advisor - CRPC
- Jackson O'Connell
- Leo White, Financial Advisor CRPC, CLTC
Hunter joined Balance Wealth Advisors in 2019 after his college graduation at Connecticut College. He majored in Economics and minored in Government. It all started from the humble confines of a college dorm room in...
Amy is the Chief Operating Officer at Balance Wealth Advisor and a valuable asset to our clients. She came to us from Ameriprise Financial, where she worked for over 20 years gaining her vast knowledge in financial planning as well as...
Jackson O’Connell joined the team at Balance Wealth Advisors during the summer of 2020 as an intern and assistant to David Allen. Jackson studies finance at The University of New Hampshire and has been able to study on campus...