Precept Wealth Solutions

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Skye Thomas Dahl

CRPC, APMA

Private Wealth Advisor

Managing Director
Visit Skye Thomas Dahl's website

Kirk Tambara

APMA

Financial Advisor

Associate Vice President
Visit Kirk Tambara's website


Team

Deborah McKinney

Deborah McKinney

Registered Client Service Associate,

Operations Specialist

Personal Intro

  • Reading, writing, singing and choreography traditional dance
  • Walking and Hiking
  • Travel, learning new languages and explore the beauty of nature
  • Arts, Drawing, Home and Garden Design
  • Dramas and movies

Qualifications

    • Series 7 License
    • Series 66 License
    • Life, health and Variable State License

Roles & Responsibilities

  • Practice Operations & money movement specialist. New & pending applications & transactions processing.
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Lavendra Dadhich

Lavendra Dadhich

Client Service Associate,

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Creation, Data Migration, and Solutions Specialist
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Nikki Kalani

Nikki Kalani

Client Service Associate,

Financial Planning Analyst

Roles & Responsibilities

  • Financial Plan and Data Integration. Quality Assurance for Data inputs and Case Analysis
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Sam Bondar

Sam Bondar

Client Service Associate,

Client Concierge

Personal Intro

---Client Service Specialist

---Appointment management

---Administration and Front End Operations

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