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Our Team

At True Wealth Partners, our clients are our passion. Every client has a story, and through understanding that story, we partner with our clients to help them live their best lives and achieve “true wealth.” There’s a story behind each of our team members as well! Learn a little more about each of them here.

Tim Gilbert CFP®

Partner

David McIntosh IIIMBA

Partner

David Smallwood

Partner

Steve Greene WMCP®

Partner and Wealth Management Advisor

Jason Danforth MBA

Associate Wealth Management Advisor

Cynthia Durdin WMCP®

Associate Wealth Management Advisor

Emily Richardson

Associate Wealth Management Advisor

Katie Hayes

Associate Financial Representative

Lee Jolivette

Associate Financial Representative

Allison Noelting

Associate Wealth Management Advisor

Sara Jebavy

Planning Manager