Meet Our Teams
Wavewood Private Wealth was built on the belief that lasting financial security is inseparable from lasting relationships. Today, two dedicated advisor teams carry that founding vision forward, each with its own story, its own expertise, and a shared commitment to the families they serve across generations.
The Schmidt/Tacinelli Team
Founded by industry professionals Bob Schmidt, Katie Tacinelli, and Nick Schmidt, our team brings a deep-rooted understanding of wealth management and an approach that is as unique as each client’s financial plan. Enriched by our sense that clients are not just numbers on a spreadsheet but part of our extended family.
Our commitment to excellence and personalized service helps to ensure each multi-generational relationship we serve understands their relationship is rooted in trust, experience, and personalized care.
The Castner/Libman Team
Morgan Castner, CFP®, has spent 16 years building client relationships that often span four generations of a single family. A New Jersey native and Duke-educated planner, Morgan leads with a holistic philosophy: gain clarity on where you stand, answer the questions that matter most, then invest accordingly. Supporting that vision is Tara, who brings a decade of investment banking experience and a gift for the seamless, detail-oriented service that keeps clients confident at every stage. Together, the Castner/Libman Team brings fresh energy and a long-horizon commitment to every client they serve.
Both teams share the same Wavewood values: integrity, commitment, and a genuine belief in planning across generations. Reach out and we’ll connect you with the advisor best suited to your situation.
