Your Mental Wealth Advisors Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our expertise in financial psychology, we can help people better understand themselves and prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to achieve their financial objectives. We feel a deep commitment to our clients, many of whom are our family members and dearest friends.

A. Charles Cattano III

Managing Principal

Executive Director of Wealth Management & Family Office Services

Mr. Cattano has been a Managing Principal of Your Mental Wealth Advisors since the firm’s inception in July 2013. He was previously the President of ACC Investment Management, Inc. (“ACCIMI”) from its founding in January 2001 until August 2013. Previous to starting ACCIMI, Mr. Cattano was an Associate Vice President with Morgan Stanley.

Mr. Cattano’ s principal duties include portfolio management and diversification services for high net worth individuals. He received a BA in English from the University of California, Berkeley in 1989 and an MBA with Honors, Finance Emphasis, from St. Mary’s College of California in 1999.

Advisor Bio

Dr. Brad Klontz, CFP®

Managing Principal

Executive Director of Financial Psychology & Behavioral Finance

Dr. Brad Klontz, Psy.D., CFP® has been a Partner of Your Mental Wealth Advisors since January of 2014. Dr Klontz co-founded the Financial Psychology Institute. He has been an Associate Professor of Practice in the Finance and Economics Department at Creighton University’s Heider Business School and a Fellow of the American Psychological Association. He is also a Former President of the Hawaii Psychological Association. He has served in the past as a spokesperson for Capital One, JP Morgan Chase, and H&R Block.

Dr. Klontz has authored five books on the psychology of money: Mind Over Money (Broadway Business, 2009), Wired for Wealth (HCI, 2008), The Financial Wisdom of Ebenezer Scrooge (HCI, 2005, 2008), and Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists (NUCO, 2008), and Financial Therapy: Theory, Research & Practice (Springer, 2015).

Dr. Klontz’s work has been featured on ABC News’ 20/20 and on Good Morning America. He has also been featured in multiple publications including USA Today, The Wall Street Journal, New York Times, The Washington Post, Los Angeles Times, Time, Kiplinger’s, Money Magazine, NPR and many other media outlets and professional magazines and journals.

Advisor Bio

Dawn Reublin

Director of Operations

I like to get to know the person that I am working with, whether it is a co-worker or client. It helps me understand what is significant to them, what their goals are, and how I can help them get there.

Living in the Southeast, my practice focus is typically entrepreneurs and executives in the field of Science and Technology. I have worked with high net worth Clients since 2006.

Advisor Bio

Erin Hadley, CFP

Managing Partner

Ms. Hadley has been a Managing Partner of Your Mental Wealth Advisors since February of 2016. Erin has worked with high net worth Clients since 2007. Erin’s duties include diversification services and comprehensive financial planning. She received her Certificate in Personal Financial Planning from the University of California at Berkeley and her bachelor’s degree at the University of Florida.

Advisor Bio

Book An Appointment

John Wilbourne

Managing Partner

Mr. Wilbourne has been a Managing Partner of Your Mental Wealth Advisors since May of 2016. John has worked with high net worth Clients since 1994. Prior to joining Your Mental Wealth Advisors, John worked at Merrill Lynch, Oppenheimer, Wells Fargo and founded Overlake Partners based in Bellevue, WA. John’s duties include diversification services for high net worth individuals. John received his bachelor’s degree in Economics from the University of Washington.

Advisor Bio

Nathan Hatton Walsh

Managing Principal

Executive Director of Asset Management & Chief Compliance Officer

Mr. Walsh has been the Managing Principal of Your Mental Wealth Advisors and Chief Compliance Officer since the firm’s inception in July 2013. From January to August 2013, he was Managing Director of ACC Investment Management, Inc. (“ACCIMI”). From February 1999 to August 2012 he was a partner with Polaris Equity Management, Inc., an investment advisor. Mr. Walsh started his career at Merrill Lynch from June 1997 to February 1999.

Mr. Walsh’s principal duties include portfolio management, compliance and diversification services for high net worth individuals and other Clients.

He received a BA in History from Rhodes College in 1997.

Advisor Bio

Book An Appointment

Nick Maratta, MBA, CFP®

Managing Partner

Mr. Maratta has been a Managing Partner of Your Mental Wealth Advisors since April of 2016. He has worked in the investment and financial services industry since 1999. Mr. Maratta received his Certification in Financial Planning from the American College of Financial Services.

He holds an MBA and bachelor's degree from Rollins College in Winter Park, Florida.

Mr. Maratta's principal duties include portfolio management, diversification services, and comprehensive financial planning.

Advisor Bio

Book An Appointment

Federico Londono

Associate Planner

Federico assists our Advisors in financial planning and operations. He graduated as a Magna Cum Laude at the University of South Florida with a Bachelor’s degree of Science in Finance with a focus on Financial Planning. Federico’s passion for financial planning allowed him to be part of the select group who helped to establish the Financial Planning Association of Tampa Bay Student Chapter (FPA) at the University of South Florida. He is fluent in Spanish, English and has a basic understanding of French and Portuguese. Federico takes pride in his “Client First” attitude and strives to always provide a high value of service.