About Us

Location
Our Commitment to You

Meet Our Team

Robert J. Wilson, CFP

Senior Financial Advisor


Tobias I. Beck, CFP, ADPA

Senior Financial Advisor


Zachary Beck, CFP, ADPA

Senior Financial Advisor


Aaron Pearson , CFP

Senior Financial Advisor


Hank Clayton

Managing Principal


George Blanchard

Senior Financial Advisor
Senior Fundamental Choice Portfolio Manager


Anna Rutz

Senior Client Associate


Laurie Lakey

Senior Client Associate


Maverick Cummins

Senior Client Associate


Kelly Murphy

Senior Relationship Manager


Nick Roberts

Senior Client Associate


Stephanie Campbell

Senior Client Associate


WCWM Team