Meet Your Team

JARED REYNOLDS, CFP®, CDFA®, CPFA™, CPWA®

Founder/CEO
TAYLOR KNIPP
Director of Advanced Planning
SIMON ABEGG
Paraplanner
PAYTON SAPP
Advisor Associate
PAULA NAGEL

Client Service Administrator

GINA TEDESCO, CPFA™

Wealth Advisor

LORNA MOORE

Director of Client Experience

Business Support

As investment professionals, WR Wealth Planning receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.

Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Director of Investments
Erin Corbett
Director of Finance & Human Capital
Jenny Kurz
Marketing Coordinator
Lauren Lehman, CFA®, CFP®
Head of Portfolio Management
Arianna Rodriguez, CIMA®
Senior Portfolio Manager

CARROLL WILKERSON, CFP®

Founder/Senior Wealth Advisor

JUSTIN HAMILTON

Chief Investment Officer

JARED REYNOLDS, CFP®, CDFA®, CPFA™, CPWA®

Founder/Senior Wealth Advisor

CARMEN MCCLENNON

Chief Operating Officer

BEN DIERKES, CFP®, CPFA™

Wealth Advisor

TAYLOR KNIPP
Director of Advanced Planning

PAULA NAGEL

Client Service Administrator

GRAHAM BURESH, CPFA™

Wealth Advisor

TERESA TICE

Wealth Advisor Associate

GINA TEDESCO, CPFA™

Wealth Advisor

SIMON ABEGG

Paraplanner

JACK WARD

Paraplanner
PAYTON SAPP

Tax Advisor

PADEN SQUIRES, CPA®, CFP®

Wealth Advisor

ALEX McDADE

Tax Advisor

JAKE MONNING

Tax Advisor

Request an Appointment

Begin your journey towards financial clarity and confidence by scheduling an appointment with our dedicated advisors today. Let us guide you through personalized strategies that align with your goals and pave the way for a prosperous future.

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