Meet the Team

Dave Rao

Portfolio Manager

Dave has over 25 years of financial services experience. He works with high net worth families on investment planning and comprehensive wealth management strategies. He is focused on reviewing the risks that clients face, understanding their aspirations and working in conjunction with qualified attorneys, tax consultants and other advisors to execute a comprehensive wealth management plan. Specifically, he focuses on helping to advise physicians, corporate executives and business owners on their unique financial situations.

Dave established Rao Wealth Partners in 2016 where he serves as Managing Principal. Prior to establishing the firm he served as Senior Financial Advisor and Branch Manager at Wells Fargo Advisors and as a Financial Advisor at Morgan Stanley, where he managed portfolios for individuals and institutions across the US and internationally.  Additionally Dave had served as an institutional equity analyst covering multiple sectors at Credit Suisse, Piper Jaffrey and Jefferies.  He is a graduate from the University of Michigan, Ann Arbor with an Economics major and holds a GC Diploma from the London School of Economics in the United Kingdom.  He later graduated from Duke University’s Cross Continent Executive MBA Program, where he focused his studies on International Finance at the university’s campus in Frankfurt, Germany.

Dave lives in Long Island with his children and his wife, a local physician. When not helping individuals with their financial goals, he enjoys coaching youth lacrosse, travel and spending time with family and friends.

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Tracey Krousie

Director Of Operations

As Director of Operations, Tracey oversees the day-to-day aspects of our firm’s operations and managing customer new accounts processing, and providing service to existing accounts. With over 20 years of experience in the industry, Tracey believes nothing is impossible and enjoys the challenge of finding solutions to any problem. She considers her biggest strength to be perspective—acknowledging and respecting the unique needs and opinions of co-workers and clients.

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Matt Vawter

Trading & Risk Specialist

Matt delivers a comprehensive wealth of knowledge of the industry and its processes. With over 25 years of experience, he has developed an understanding of handling the risk and pressures involved in the profession. His fascination with the industry inspires him to develop a deep knowledge base—not only for himself but to share with others.

Matt graduated from the American Institute of Commerce with an Associate Degree in Business Administration and Accounting. Before beginning his career in the financial services industry, Matt dedicated 3 years serving in the United States Army.

Matt holds his series 4, 7, 24, 55, 63, and 66 licenses.

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Carrie Wills

Operations Specialist

Carrie specializes in managing the firm’s cash flow in terms of distributions and contributions. Her position contains additional responsibilities in the activation and management of the firm’s various accounts. With 20 years of experience in the financial industry, including time as a commodities trader, Carrie continues to dedicate herself to every task with the best of her ability.

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Aaron Tank

Trading & Risk Specialist

Working as a specialist allows Aaron the ability to converse and work through issues each day. Coming from the retail/self-directed side of the securities industry, he seeks to ensure information is available and individuals are put first. Honesty and knowledge are the only ways to create and work through a detailed plan. He strives to make sure both are easily accessible.

Aaron graduated from Mount Mercy with a Bachelor’s degree in Business Administration and a minor in political science. He was a four-year letter winner participating on their Men’s Golf Team.

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Brenda Bush

Trading & Risk Specialist

Brenda has 20 plus years of experience in the financial industry and brings a wealth of knowledge and expertise to the table.  Over the years, she has had the privilege of working in the back office, middle office, and as an advisor. These broad experiences help her understand how everything is connected to make a positive impact on clients.

Brenda graduated from the University of Iowa in Business Administration and holds her Series 7, 24, 63, and 66 licenses.

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Shelly Johannes

Operations Specialist

As an Operations Specialist, Shelly focuses mainly on advisory operations and processing.  With over 17 years of experience in the securities industry, she finds her greatest strengths are meticulous attention to detail and fully understanding the process and procedures set in place.  She also enjoys the challenge of reviewing processes and procedures to ensure the workflow is most efficient for everyone involved.

Shelly is currently securities licensed, holding her Series 6 and 63.

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Angel Xamonty

Operations Specialist

As an Operations Specialist, Angel manages day-to-day asset movements and cash flows, including check deposits, ACH transfers, distributions, and account contributions. Angel is particularly adept at cultivating a positive and engaging culture. She believes it is important to develop connections with advisors and for them to feel secure in knowing that we are accessible and knowledgeable in their business needs and goals. Mostly, she enjoys the opportunity to help others grow and be a part of supporting their success.

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