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.



Our advisors

Skyler Tebo

CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Skyler Tebo Visit Skyler Tebo's website

Dustin McWhirter

Financial Advisor

Financial Planning Analyst
Learn more about Dustin McWhirter Visit Dustin McWhirter's website

Mason Ibarra

Associate Financial Advisor

Learn more about Mason Ibarra Visit Mason Ibarra's website


Our team

Theresa Kliewer

Theresa Kliewer

Client Service Coordinator

Melissa Sprenkle

Melissa Sprenkle

Client Service Coordinator

Latasha Dix

Latasha Dix

Client Service Coordinator

Jessica Shelton

Jessica Shelton

Client Service Coordinator