As fiduciary advisors, we act in our clients’ best interests and strive to deliver a high level of service. The name Gentry reflects our commitment to loyally serving affluent members of the community. What makes us different — even among established and well-respected advisory brands — is the ease of our approach. We listen attentively, coordinate efficiently and plan succinctly. Our obligation is to you personally, and our goal is to create a long-term, mutually beneficial relationship. These are the values that make Gentry Private Wealth a financial steward.
Jeff Wetta, RPS
Founder and Managing Partner
Caitlin Sharp, CFP®
Wealth Advisor
Jerald Betts, CPA, CGMA®
Director of Virtual Family Office and Wealth Advisor
George Traglia
Associate Wealth Advisor
Stacia Wetta
Director of Business Operations
Marissa Pennington
Director of Client Operations
Lisa Fulbright
Senior Client Service Associate
Raegan Hermreck, MBA
Financial Planning Associate
Addie Hahn
Client Service Associate
Peace of mind starts here
No matter who you are, achieving significant wealth naturally comes with elevated risks and financial complexities. Let’s identify and overcome them.
