Our Team

Team Members In

Advisors

Bill Venter

CFP®, CFS, CIMA, AIFA, CEPA

Senior Vice President, Wealth Advisor

Jared Waldrup

CFP®

Director, Wealth Advisor

Scott Walsh

Series 66, Series 7

Vice President

Cody Warren

CFP®, CPA

Vice President, Wealth Advisor

Mike Wasylyshyn

CFS

Vice President, Wealth Advisor

Jim Weaver

CWS

Senior Vice President, Wealth Advisor

David Webb

CFP®, CFA®, MBA

Director, Wealth Advisor

Nick Willson

Wealth Management Analyst

Nazley Wilson

CFP®

Director, Wealth Advisor

Paige Woods

CPA

Senior Director, Manager of Tax Services