Our Team

Team Members In

Advisory Team

Jan Vecerka

CFP®

Senior Associate, Associate Wealth Advisor

Matthew Vegel

CFP®

Senior Associate, Associate Wealth Advisor

Bill Venter

CFP®, CFS, CIMA, AIFA, CEPA

Senior Vice President, Wealth Advisor

Jared Waldrup

CFP®

Director, Wealth Advisor

Scott Walsh

Vice President, Wealth Advisor

Cody Warren

CFP®, CPA

Vice President, Wealth Advisor

Mike Wasylyshyn

CFS

Vice President, Wealth Advisor

Barry Watson

CPA, CFP®

Vice President, Wealth Advisor

Jim Weaver

CWS

Senior Vice President, Wealth Advisor

David Webb

CFP®, CFA®, MBA

Director, Wealth Advisor

Jackson Wegner

CFP®

Senior Director, Wealth Advisor

Lexi Wetmore

Associate Director, Associate Wealth Advisor

Nick Willson

Associate, Wealth Management Analyst

Nazley Wilson

CFP®

Director, Wealth Advisor

Brian Worley

CFP®, CPWA®

Senior Vice President, Wealth Advisor