Our Team

Team Members In

Advisors

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

Nick Willson

Wealth Management Analyst

Nazley Wilson

CFP®

Director, Wealth Advisor

Paige Woods

CPA

Senior Director, Manager of Tax Services

Brian Worley

CFP®, CPWA®

Senior Vice President, Wealth Advisor

Kim Wurl

CFP®

Senior Director, Wealth Advisor