Brad T. Vineyard,
CFP®, CRPC®
“If we focus solely on valuables, we can lose sight of values. I believe values are just as – if not more – important than valuables.” When Brad Vineyard founded Astra Wealth Management with his partners, his mission was to build multiple levels of service to expand our client relationships beyond what is available at […]
Andy Evans
View Andy’s Five Star Professional Profile “Our goal is to make Astra a leader in the evolution of the financial services industry.” Andy Evans is focused on developing a wealth management team to serve Astra’s clients for this generation and the next. He works closely with the next generation of advisors at Astra to ensure […]
Steve Zurlis
“I enjoy helping clients simplify the complexities involved in planning for retirement.” As Executive Director and Partner at Astra, Steve provides comprehensive retirement planning and asset management. He focuses on client service, simplifying financial advice, and educating investors. Steve believes it’s vital that clients understand how they are invested and why, and he enjoys the […]
Owen McCabe
Owen McCabe is Astra’s Chief Compliance Officer and Executive Vice President. He focuses on portfolio management, investment research, manager research, and due diligence, reporting, analytics, and bookkeeping. He makes sure that all of the products and offerings Astra offers meet rigorous compliance requirements. He enjoys working with clients at Astra to help them be in […]
John Darden
John Darden brings years of experience in the financial services industry to his service at Astra Wealth Management. As a Partner, he focuses on providing best-in-class financial planning advice and investment management services. He takes a comprehensive approach to wealth management, working closely with clients to make sure they understand their goals and unique situations. […]
Madison Broyles
“There is no greater responsibility than being entrusted with a client’s financial future – I strive to be worthy of that privilege every single day.” Madison Broyles is an Executive Vice President at Astra, primarily working with ultra-high-net-worth clients in a multi-family office setting to remove financial stresses and daily obligations. Her work focuses on […]
Candy Hawkins
“It’s important that our clients think of us like a part of their extended family.” Candy Hawkins is an Executive Vice President and Co-founder of Astra. She works with clients to make sure they can understand and participate in growing their assets. Candy not only provides investment advice, but also helps clients feel secure in […]
Gail Carrion
“I want to be the first person my clients call when they need help with anything financial.” Gail Carrion is the Director of Wealth Planning and Partner at Astra Wealth Management. She enjoys having in-depth conversations to learn about her client’s specific situations, goals, and wealth management needs. She helps clients know their options, ultimately […]
Bob Holland
“Astra is like a family. I’m so lucky to work with a group of friends and professionals.” Bob is a Senior Wealth Manager and Partner at Astra, creating solutions to help his clients achieve their financial goals. Bob has a comprehensive business perspective and an ability to use different investment strategies to help meet his […]
Mark A. Filardi
“My goal is to provide clients with a solid financial plan that will last them a lifetime.” Mark Filardi, Director of FI Strategies and Partner at Astra focuses on the preservation of capital with a lifetime stream of income, often using tax-free municipal bonds and estate planning practices. He enjoys working with clients, always offering […]