Our Team

Team Members In

Advisors

Bill Venter

CFP®, CFS, CIMA, AIFA, CEPA

Senior Vice President, Wealth Advisor

Jessica Vongsaphay

Senior Associate, Wealth Advisor

Jared Waldrup

CFP®

Director, Wealth Advisor

Scott Walsh

Series 66, Series 7

Vice President

Mike Wasylyshyn

CFS

Vice President, Wealth Advisor

Jim Weaver

CWS

Senior Vice President, Wealth Advisor

Ryan Weigel

CFP®, CPA

Vice President, Wealth Advisor

Nazley Wilson

CFP®

Director, Wealth Advisor

Al Yambor

CFP®, CEPA®

Senior Director, Wealth Advisor