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Wealth Management Advsior
We are pleased to announce that Shelby McGuire has joined our talented team of professionals as a Wealth Management Advisor. “We are very excited to have Shelby on the team,” said Jeff Wambolt, Chief Operations Officer. “Shelby’s genuinely engaging approach creates a rewarding experience for her clients and colleagues.” Shelby has seven years of experience serving...

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Greg Wambolt and the entire Wambolt team employ a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof.

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Monday – Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 4:00 PM