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

  • Mark Wesson, CFP®, CKA®

    Chief Executive Officer

  • Daniel Phillips CFA®, CFP®

    Director of Investments

  • Glenn Waddell

    General Counsel

  • Ed Hart

    Director of Marketing

  • Rhonda F. Hitchcock, CTFA, AEP®

    Chief Operations Officer

  • Anna Barr

    Client Service Associate