Prosperity Wealth Advisory Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Prosperity Wealth Advisory Group
Team photo for Prosperity Wealth Advisory Group

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Advisors

Karla Pemberton

Financial Advisor

Managing Director of Prosperity Wealth Advisory Group
Visit Karla Pemberton's website

Andrew Clark

Private Wealth Advisor

President of Prosperity Wealth Advisory Group
Visit Andrew Clark's website

Christopher A Wehbey

Financial Advisor

Visit Christopher A Wehbey's website


Team

Shannon Van Dalen

Shannon Van Dalen

Client Service Specialist

Personal Intro

Shannon works with our clients on a daily basis, providing them with the Prosperity level of service our clients have grown to expect.

Roles & Responsibilities

  • Shannon is in charge of producing and processing client paperwork, and tracking transactions and service requests.
  • Shannon also handles appointment scheduling and reminders.
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