Meet Your Team

CARROLL WILKERSON, CFP®

Founder/Senior Wealth Advisor

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

Founder/Senior Wealth Advisor

CARMEN MCCLENNON

Chief Operating Officer

JUSTIN HAMILTON

Chief Investment Officer

TAYLOR KNIPP
Director of Advanced Planning

BEN DIERKES, CFP®, CPFA™

Wealth Advisor

GINA TEDESCO, CPFA™

Wealth Advisor

JUSTIN LIDHOLM

Wealth Advisor

PADEN SQUIRES, CPA®, CFP®

Wealth Advisor

GRAHAM BURESH, CPFA™

Wealth Advisor

TERESA TICE

Wealth Advisor Associate

SIMON ABEGG

Paraplanner

JACK WARD

Paraplanner

PAULA NAGEL

Client Service Administrator

SHERYL HOPKINS

Client Service Administrator

ALEX McDADE

Tax Advisor

JAKE MONNING

Tax Advisor

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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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