Mr. Kronvall is president, senior investment strategist, compliance officer, and chief client advocate for Wealth Innovation.
Mr. Kronvall has over 37 years of experience in various aspects of the financial services profession, including various positions in regional bank leadership, wealth management and private banking, audit and risk management, business and individual consultancy, and creative entrepreneurialism. His experience includes working with regulatory agencies, law enforcement, and international cross border issues. Esoteric knowledge and experience with a diverse extensive network of colleagues helps one craft innovative effective portfolio solutions. He has extensive expert legal witness and trust administrative experience. As an entrepreneur he has created several consulting companies which serve individuals, professionals, and businesses.
Mr. Kronvall is the treasurer of the Kauai Planning Action Alliance, member of the Montana Cattlemen's Association, and permaculture proprietor of Baby Raye Farms.
Mr. Kronvall received his B.A. in Political Science from Humboldt State University, completed graduate work in Political Science at University of California at Santa Barbara and is a graduate of the Pacific Coast School of Banking. He holds a Certified Trust and Fiduciary Advisor designation from the American Bankers Association. He is a voting member of the Securities Experts Roundtable.
Mr. Taliaferro is a financial advisor and portfolio manager with over 35 years professional experience including serving as Senior Vice President for both Morgan Stanley and Wells Fargo Advisors. He has considerable experience working with ultra high net worth investors. Mr. Taliaferro has extensive supervisory experience including managing a branch complex of 55 financial advisors with in excess of $4 billion of assets under management.
Mr Taliaferro holds a Certified Investment Management Analyst designation earned at the executive education division of the Wharton School. He also holds an Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. He has frequently testified at arbitration and Superior court hearings as an expert on matters regarding asset allocation strategies, Modern Portfolio Theory, fiduciary duty and portfolio performance. He is a voting member of the Securities Experts Roundtable.
He offers clients a proprietary asset allocation model that combines stochastic time asset analysis with relative strength, further taxonomized into a unique tactical approach to portfolio management.
Ms. Golabek is the Administrative Officer for Wealth Innovation, coordinating operational and administrative functions. With over 10 years of experience in customer service, administration and management, she supports the advisory team by providing essential logistical assistance, preparing proposals and client agreements, keeping the data systems up to date, and assisting with compliance oversight.
She works closely with the Wealth Innovation team providing support and assisting with the coordination of various meetings and appointments, updating and maintaining office policies and procedures, and filing and organizing records and other important documentation.
Prior to her position at Wealth Innovation, Ms. Golabek served as a lead administrative coordinator for a fast paced medical office in San Diego. She continues to support that office part time and remotely from her home in Texas. Ms. Golabek continues her undergraduate studies and enjoys spelunking.
All information herein has been prepared solely for informational purposes. Advisory services are only offered to clients or prospective clients where Wealth Innovation and its representatives are properly licensed or are exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wealth Innovation unless a client service agreement is in place.
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