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Meet Our Team

Trey Wilkinson President and CEO
Chief Investment Officer
Breck Bell Managing Director
Wealth Strategist
Tony Garcia Director of Portfolio Management
John Hunter Director of Wealth Management
Silvia Zwick Office Manager

Recent Wealth Insights

Roth 401(k) Plans

Since many employers are now offering a Roth … Read More about Roth 401(k) Plans

Using an IRA for Charitable Giving

Giving Tuesday was created in 2012 by the 92nd … Read More about Using an IRA for Charitable Giving

Retirement Distribution Strategies

A traditional approach of managing investments … Read More about Retirement Distribution Strategies

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