Bechtel McIntyre Lewis Wealth Management
Welcome to Bechtel McIntyre Lewis Wealth Management
Bechtel McIntyre Lewis Wealth Management has assembled a team of skilled professionals working together to cater to high-net-worth and ultra-high net worth families. Our family office approach ensures a cohesive client-centric experience through an integrated suite of services suitable for household asset levels above $2,000,000.00.
Brian McIntyre, BBA
Senior Portfolio Manager
Senior Investment Advisor
Brian leads Discretionary Portfolio Management.
Peter Lewis, CFA, MBA
Associate Portfolio Manager
Senior Investment Advisor
Peter leads Family Advisory services.
Glenn Bechtel, BA
Senior Portfolio Manager
Senior Investment Advisor
Glenn uses his decades of experience to guide portfolio management decisions.
Craig McCallan, CIM®, CFP®, CEA
Investment Advisor
Craig leads our new family onboarding.
Jonathan Dunn, CFP®
Associate Investment Advisor
Jonathan leads our comprehensive financial planning process.
Rileigh Perin
Associate Investment Advisor
Rileigh leads the delivery of our client service commitments.
Laura Hageman
Client Service Associate
Laura is our head of administration.
Richard Polk, CFP®, FMA, FCSI®
Client Service Associate
Richard is our head trader.
Dan Kasaboski, CPA, CA
Administrative Associate
Dan utilizes his 40 years of experience as an accountant to deliver complex wealth plans.
Marina McIntyre
Client Service Associate
Marina provides administrative & client service support.
Additional TD Specialists
Estate Planning Advisor
Tax and Estate Planner
Tax and Estate Planner
Executive Trust Officer
Estate Planning Advisor
TD Wealth Private Banking
Achieve more when you work with professionals who understand your goals and can help you reach them. Our Private Bankers provide support with your banking needs while connecting you with the right TD specialists to manage your wealth management needs, so you can focus on other priorities.
Lisa Tyo
Senior Private Banker
Cynthia Silva-Stringer
Senior Private Banker
