Meet the Team

Meet the Team

Greg Wambolt

Owner / Senior Wealth Management Advisor
Meet the Team

Andrew Jenkins

Managing Director of Planning and Investments
Meet the Team

Cindy Alvarez

Senior Wealth Management Advisor
Meet the Team

Regina Franz

Director of Operations
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Kelly Fraser

Senior Wealth Management Advisor
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Giulia Silva

Junior Wealth Management Planner
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Lindsey Miller

Portfolio Manager
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Jovi Rodriguez

Junior Wealth Management Advisor & Analyst
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Kevin Ehlers

Attorney and Estate Planning
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John Seevers

Certified Public Accountant
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Tammy L. White

Financial Planner & Tax Preparer
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Deb Gentile

Accountant
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Jackie Mack

Marketing Specialist

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