Meet the team

Our Associates

Working Together for Your Wellbeing

We look forward to helping you achieve your financial goals.

Gilbert A. Rodriguez Jr.

WBS Senior Financial Advisor

Izn N. Sheikh

Financial Advisor

Heather E. May

Senior Registered Client Associate

Heather C. Gordon

WBS Senior Registered Client Associate

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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