Wisdom Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Wisdom Wealth Management
Team photo for Wisdom Wealth Management

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Advisors

Dennis Hennings

Financial Advisor

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Kent Thompson

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Megan Thompson

CFP®, APMA, CPWA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Michelle Simmons

APMA

Financial Advisor

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Joshua Thompson

APMA

Financial Advisor

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Team

Juliana M. M. Thompson

Juliana M. M. Thompson

Office Manager

Qualifications

  • B.A., Environmental Biology, University of Montana
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Deborah Holmes

Deborah Holmes

Client Service Coordinator

Qualifications

  • AA Business Administration

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Haleigh Teubert

Haleigh Teubert

Client Service Specialist

Qualifications

  • B.S., Communications, Arizona State University

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Steven Varghese

Steven Varghese

Client Service Specialist

Qualifications

  • B.S., Business Economics with Minors in Finance and Entrepreneurship & Innovation, University of California, San Diego

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Sonia Jose

Sonia Jose

Client Service Specialist