Our Team

Team Members In

Advisory Team

David Webb

CFP®, CFA®, MBA

Director, Wealth Advisor

Lexi Wetmore

Associate Director, Associate Wealth Advisor

Nick Willson

Wealth Management Analyst

Nazley Wilson

CFP®

Director, Wealth Advisor

Brian Worley

CFP®, CPWA®

Senior Vice President, Wealth Advisor

Kim Wurl

CFP®

Vice President, Wealth Advisor

Al Yambor

CFP®, CEPA®

Vice President, Sentinel Channel Lead

Heidi Zirnkilton

MSF

Senior Associate, Associate Wealth Advisor