Team

Our team at LifePath Wealth Advisors is dedicated to our clients. We pledge to work with only their best interests in mind. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Amy Stockton

Director of First Impressions

209-956-7020

209-956-5677

amy.stockton@lpl.com

Amy Stockton became a team member of LifePath Wealth Advisors in October, 2007 as an Administrative Associate. You will usually find Amy at the front desk and as our director of first impressions, she enjoys greeting our clients and...

Anthony Apostolidis

LPL Registered Principal and CERTIFIED FINANCIAL PLANNER™

209-956-7020

209-956-5677

Anthony.Apostolidis@lpl.com

"Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver." Ayn Rand This quote sums up perfectly the philosophy of LifePath Wealth Advisors. I have been involved in this wonderful profession...

Kathleen Brandt

Office Manager / LPL Registered Administrative Associate

209-956-7020

209-956-5677

kathleen.brandt@lpl.com

Kathleen has been with LifePath Wealth Advisors since February of 2005. Working alongside Tony, she provides exemplary service to our clients while assisting them with their financial planning needs. Kathleen maintains her Series 6 and...