David Sandhu, CRPC
After spending over a decade as a rocket scientist, the unexpected happened, David's father passed away. Being the money nerd of the family, he walked his mom through tough financial conversations.
After helping her develop a plan, it sparked a passion in David to help others. He started teaching financial education classes in his community, and became a financial advisor soon after.
Our Team
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Mark Wesson, CFP®, CKA®
Chief Executive Officer
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Daniel Phillips CFA®, CFP®
Director of Investments
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Glenn Waddell
General Counsel
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Ed Hart
Director of Marketing
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Rhonda F. Hitchcock, CTFA, AEP®
Chief Operations Officer
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Anna Barr
Client Service Associate