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Meet Our Team

Trey Wilkinson President and CEO
Chief Investment Officer
Breck Bell Managing Director
Wealth Strategist
Tony Garcia Analyst and Portfolio Trader
Silvia Zwick Office Manager

Recent Wealth Insights

Fee-Based or Fee-Only: What’s the Difference?

The way an advisor gets paid can create a … Read More about Fee-Based or Fee-Only: What’s the Difference?

The Fiduciary Standard

The United States Department of Labor’s (DOL) … Read More about The Fiduciary Standard

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