Dedicated to forging long lasting relationships.

Our clients have
full transparency
in the works we do.

Unlike many investment management firms, TWA operates through a teamwork- driven approach. Our advisors combine their expertise in various fields, including retirement planning, social security, tax planning, and legal matters, to offer clients holistic and informed advice. This team-based strategy ensures that our clients receive the best possible guidance.

Our clients have full transparency
in the works we do.

Unlike many investment management firms, TWA operates through a teamwork- driven approach. Our advisors combine their expertise in various fields, including retirement planning, social security, tax planning, and legal matters, to offer clients holistic and informed advice. This team-based strategy ensures that our clients receive the best possible guidance.

Our Team

J’Neanne Theus

Founder & Financial Advisor

Gene Theus

Director of Operations

Anika Warden

Director of Marketing & Financial Planning Assistant

Allison Milligan

Director of Client Services & Financial Planning Assistant

Kris Theus

Director of IT & Security

Lisa Walsh

Affiliate & Paralegal, Tax Preparation

Jim Walsh

Affiliate & Estate Attorney, CPA

Our Team

J’Neanne Theus

Founder & Financial Advisor

Gene Theus

Director of Operations

Anika Warden

Director of Marketing & Financial Planning Assistant

Allison Milligan

Director of Client Services & Financial Planning Assistant

Kris Theus

Director of IT & Security

Lisa Walsh

Affiliate & Paralegal, Tax Preparation

Jim Walsh

Affiliate & Estate Attorney, CPA