Wisdom Wealth Management

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

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Advisors

Michelle Simmons

APMA

Financial Advisor

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Kent Thompson

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Dennis Hennings

Financial Advisor

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Megan Thompson

CFP®, APMA, CPWA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Joshua Thompson

APMA

Financial Advisor

Visit Joshua Thompson's website


Team

Deborah Holmes

Deborah Holmes

Client Service Coordinator

Qualifications

  • AA Business Administration

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Juliana M. M. Thompson

Juliana M. M. Thompson

Office Manager

Qualifications

  • B.A., Environmental Biology, University of Montana
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Haleigh Teubert

Haleigh Teubert

Client Service Specialist

Qualifications

  • B.S., Communications, Arizona State University

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Sonia Jose

Sonia Jose

Client Service Specialist

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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