Who We Are

Great advisors,
good people.

At Rebalance, the people you see on our website, or on CNN, or the New York Times, or perhaps presenting expert testimony to the U.S. Senate, are the same people who pick up the phone when you call. And we’re the same people who help guide you through all of life’s important decisions. That’s because while our service is financial, our approach is personal.

Get to know a little about us

Watch Scott Puritz fight for your investment rights here in Congress

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Mitch Tuchman

Managing Director. Chief Investment Officer

Scott Puritz

Managing Director, Investment Committee Member

Sally Brandon

Senior Vice President Client Service & Advice

Drew Pratt, CFA

Vice President, Investment Advice

Christie Whitney, CFP®

Vice President, Investment Advice

Sonja Breeding, CFP®

Vice President, Investment Advice

Matt Jude, CFP®, ECA

Financial Advisor

David Ranney

Vice President of Sales

Svetlana Kot

Vice President of Finance and Operations

Mitch and Scott:
Two Managing Directors, One Big Idea.

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Nicole Cervi-McKeever

Director of Retirement Services

Greg Brown

Senior Financial Consultant

About Rebalance

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Lauren Simpson

Senior Director of Growth Marketing

Aryion Petrelle

Creative Director

Meet Sally, Vice President of Client Services at Rebalance

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Frances Martinez

CLIENT SERVICE ASSOCIATE

Rebalance Featured on PBS Finance Show Wealthtrack

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Burt Malkiel

Investment Committee Member

Charley Ellis

Investment Committee Member

Rebalance: Awarded Most Innovative Wealth Firm by Schwab

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Jay Vivian

Investment Committee Member

Kristi Craig

Investment Committee Member