Your Team

Phil Wheat founded his independent registered advisory firm in 1996 to take advantage of the changes in the industry at that time and to serve clients by putting their interests first. Phil is a financial advisor/planner with a...

Lori Givens joined the firm in early 2013 when Phil recognized the need for additional team members. Lori has a background in software development and implementation and brings technical know-how to the team. Currently, Lori serves as...