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Teamwork Matters

Let us help you maximize your opportunities for success.

Teamwork. Culture. Respect.

At Eckhoff Wealth Management, we have a team of talented and dedicated professionals who are passionate and caring. We encourage teamwork, collaboration, flexibility, and creative problem solving. The culture at EWM nurtures respect for our colleagues, clients, and ourselves.

Meet the Team

bruce-frankel
Bruce Frankel, MBA, CFP®, CEPA®
Managing Partner

Bruce is as passionate about coaching successful self employed business men and women on how to avoid making mistakes with their personal and business finances as he is about coaching little league baseball!

Michele Hassid, CPA, CGMA
Managing Partner at EAC

Michele ensures we continuously strive to bring innovative solutions to our clients, serve as our clients’ most trusted advisors, and develop our staff and future leaders.

Eric Briese, CPA, CGMA
Partner at EAC

Eric’s extensive experience in both management and public accounting gives him a unique perspective of business operations. He is an enthusiastic team leader.

Ashley Winters
Operations Associate/Paraplanner

Ashley approaches her work with a no-nonsense, ‘dig in and get it done’ confidence. Her positive attitude and willingness to tackle any task make her a valuable part of our team. 

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