Our advisors

Chad Colbert

CRPC, ChFC®, APMA, BFA

Private Wealth Advisor

Managing Partner of BlackSands Wealth Group
Learn more about Chad Colbert Visit Chad Colbert's website

Trey W Clark

BFA, CLTC®, CFS®, CRPC

Private Wealth Advisor

Managing Partner of BlackSands Wealth Group
Learn more about Trey W Clark Visit Trey W Clark's website

Ryan Alston

Financial Advisor

Managing Director of BlackSands Wealth Group
Learn more about Ryan Alston Visit Ryan Alston's website

Ken Chan

CRPC

Financial Advisor

Learn more about Ken Chan Visit Ken Chan's website

Sarah Payne

CLTC®, CRPC

Financial Advisor

Learn more about Sarah Payne Visit Sarah Payne's website

Albert Lewis

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Albert Lewis Visit Albert Lewis's website

Amanda Payne

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Amanda Payne Visit Amanda Payne's website

Karen Harvey

CRPC

Financial Advisor

Learn more about Karen Harvey Visit Karen Harvey's website


Our team

Elaina Pickles

Elaina Pickles

Client Concierge

Kristi Pippin

Kristi Pippin

Client Concierge

Kippie White

Kippie White

Client Concierge

Juan Pacheco

Juan Pacheco

Client Service Specialist

Madison Payne

Madison Payne

Client Service Specialist

Lois Alston

Lois Alston

Financial Planning Specialist

Qualifications

  • Series 7 Registered
  • Series 6 Registered
  • Series 63 Registered
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Robert Holtzman

Robert Holtzman

Financial Planning Specialist

Qualifications

  • Series 7 Registered
  • Series 63 Registered
  • CFP®, ChFC®, CLU®, RICP®
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Amy Johnson

Amy Johnson

Financial Planning Specialist

Michael Maunz

Michael Maunz

Financial Planning Specialist

Beth Liby

Beth Liby

Marketing Specialist

Amber Frazier

Amber Frazier

Operations Director

Lisa P. Schnoke

Lisa P. Schnoke

Practice Manager

Qualifications

  • Series 7 Registered
  • Series 66 Registered
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Sherry L. Leppma

Sherry L. Leppma

Practice Manager