Our Team

Chris Kichurchak, CRPC®

President

216-268-3888

216-472-8700

Chris@iwadirect.com

Chris Kichurchak is President of Independence Wealth Advisors. As a Chartered Retirement Planning Counselor® Chris specializes in the wealth management and financial planning needs his clients face in retirement. As a fiduciary,...

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Mike Perhne, CFP®

Vice President

216-268-3888

216-472-8700

Mike@iwadirect.com

Mike Perhne is a CERTIFIED FINANCIAL PLANNER® and wealth advisor at Independence Wealth Advisors, with over 20 years of experience in the financial services industry. In addition to being a founding member of Independence Wealth...

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Phil Huff

Senior Wealth Advisor

216-268-3888

216-472-8700

phil@iwadirect.com

Phil Huff is a Senior Wealth Advisor as an Investment Advisor Representative licensed with Alphastar Capital Management, LLC, a registered investment advisor. As a former Offensive Lineman for Kent State University, he excels at...
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Joe Grimsic

Senior Wealth Advisor

216-268-3888

216-472-8700

joe@iwadirect.com

Joe Grimsic is a Senior Wealth Advisor as an Investment Advisor Representative licensed with Alphastar Capital Management, LLC, a registered investment adviser, with more than 16 years of experience in the financial services industry....

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Jay Query, CFP®

Senior Financial Planner

(216) 268-3888

(216) 472-8700

jay@iwadirect.com

Jay Query is the Senior Financial Planner of Independence Wealth Advisors. As a Certified Financial Planner®, Jay works with clients to understand their goals and objectives, developing comprehensive wealth plans that provide a...
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Jessica Mangione

Director of Operations

216-268-3888

216-472-8700

Jessica@iwadirect.com

Jessica Abunimeh is the Director of Operations at Independence Wealth Advisors. As Director of Operations, she presides over our business operations and ensures that they are conducted correctly and efficiently. Jessica also...

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Ashley Abunimeh

Senior Operations Specialist

216-268-3888

216-472-8700

ashley@iwadirect.com

Ashley Abunimeh is the Senior Operations Specialist at Independence Wealth Advisors. As Senior Operations Specialist, she assists in our business operations and ensures they are conducted accurately and efficiently. Ashley holds a BA...
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Jim Buccini, MSB

Human Resource Director

(216) 268-3888

(216) 472-8700

jim@iwadirect.com

Jim Buccini is the Human Resource Director at Independence Wealth Advisors, with over thirty-years’ experience in the Human Resource field. His expertise is in Policies, Compliance, Strategic Planning and Employee/Labor Relations...

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William Tomlinson

Medicare and Final Expense Director

William Tomlinson began his insurance career in 2003. With the freedom of working as an Insurance Broker, William believes his independence allowed him the flexibility to keep his client’s best interests in mind and offer a...

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Kevin Burton

Director of Business Development - AlphaStar Capital Management

540-720-5656

Kevin serves as the Director of Business Development for AlphaStar Capital Management where he leads both the sales and marketing divisions. Mr. Burton has close to a decade of financial services experience across multiple focuses from...
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Bob Drury, CFP

Financial Planning Consultant - AlphaStar Capital Management

540-720-5656

Bob manages AlphaStar’s Financial Planning Desk and is responsible for supporting advisors by creating comprehensive financial plans based on advisor’s specifications and financial planning software. After constructing a...
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