Advisors at this firm
Barret K
ChFC®, Series 63, Series 65
San Antonio, TX
Avid Wealth Partners, LLC
Barret Kolle is a financial advisor at Avid Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Northwestern Mutual and New Edge Advisors. Outside of his advisory role, he is involved in Avid Risk Management, focusing on insurance and financial planning. Avid Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goal-oriented, planning-driven investment approach emphasizing low-cost asset allocation, downside protection, and tax minimization, often incorporating mutual funds, ETFs, individual securities, and fixed income into client portfolios.
Daniel R
CFP®, ChFC®, Series 65
San Antonio, TX
Avid Wealth Partners, LLC
Daniel Reinke is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Avid Wealth Partners, LLC. He has worked at Avid Wealth Partners since 2020, including its predecessor Goss Advisors, and previously held roles at Northwestern Mutual Investment Services LLC and Eric Kala. Reinke is also a licensed insurance agent involved with Avid Risk Management in San Antonio. Avid Wealth Partners provides financial planning, consulting, and investment management services to individual and institutional clients. The firm employs a planning-driven investment process focused on low-cost asset allocation, downside protection, and tax minimization, and offers specialized services including estate planning support and business exit planning.
Russell S
ChFC®, Series 63
San Antonio, TX
Avid Wealth Partners, LLC
Russell Stehling is a ChFC® credentialed financial advisor with 22 years of industry experience, currently with Avid Wealth Partners, LLC. His prior experience includes roles at Northwestern Mutual and New Edge Advisors. Outside of his advisory work, he is also involved with Avid Risk Management, where he is a licensed insurance agent. Avid Wealth Partners provides financial planning, consulting, and investment management services to individual and institutional clients. The firm utilizes a goal-oriented, planning-driven investment approach with an emphasis on low-cost asset allocation, downside protection, and tax minimization.
Alicia F
CFP®, ChFC®, Series 63
San Antonio, TX
Avid Wealth Partners, LLC
Alicia Fuschak is a CFP® and ChFC® with 17 years of industry experience. She is currently with Avid Wealth Partners, LLC, where she has worked since 2022. Her prior roles include positions at NewEdge Advisors and Eric Kala. Outside of her advisory work, she is a licensed insurance agent supporting insurance placement as needed. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes a goal-oriented, planning-driven investment process focused on low-cost asset allocation, downside protection, and tax minimization.
Eric K
CFP®, ChFC®, Series 63, Series 66
San Antonio, TX
Avid Wealth Partners, LLC
Eric Kala is a CFP® and ChFC® with 16 years of industry experience. He is currently with Avid Wealth Partners, LLC, where he has worked since 2022. Prior to that, he held roles at NewEdge Advisors, LLC and Northwestern Mutual in various capacities from 2008 to 2022. Kala is involved in business consulting and insurance brokerage through his ownership of Avid Consulting LLC and Avid Risk Management LLC, respectively, as well as managing private investments via Cinco Equis Capital Group, LLC. Avid Wealth Partners provides financial planning, consulting, and investment management to individual and institutional clients, including trusts, estates, charitable organizations, corporations, and retirement plans. The firm follows a goal-oriented, planning-driven investment process focused on low-cost asset allocation, downside protection, and tax minimization, and it offers services such as wealth management, retirement plan consulting, and business exit planning.