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