Precept Wealth Solutions

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Precept Wealth Solutions
Team photo for Precept Wealth Solutions

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Advisors

Advisor photo for Kirk Tambara

Kirk Tambara

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Kirk Tambara's website
Advisor photo for Skye Thomas Dahl

Skye Thomas Dahl

CRPC, APMA®, CKA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Skye Thomas Dahl's website


Team

Deborah McKinney

Deborah McKinney

Registered Client Service Associate,

Operations Specialist

Personal Intro

  • Reading, writing, singing and choreography traditional dance
  • Walking and Hiking
  • Travel, learning new languages and explore the beauty of nature
  • Arts, Drawing, Home and Garden Design
  • Dramas and movies

Qualifications

    • Series 7 License
    • Series 66 License
    • Life, health and Variable State License

Roles & Responsibilities

  • Practice Operations & money movement specialist. New & pending applications & transactions processing.
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Jaeden Newkirk

Jaeden Newkirk

Client Service Associate

Roles & Responsibilities

  • Appointment confirmations or rescheduling ***Website support***Statement assistance ***Routing transaction requests to the appropriate team member ***And a variety of other service needs
  • Appointment confirmations or rescheduling ***Website support***Statement assistance ***Routing transaction requests to the appropriate team member ***And a variety of other service needs
  • Appointment confirmations or rescheduling ***Website support***Statement assistance ***Routing transaction requests to the appropriate team member ***And a variety of other service needs
  • Appointment confirmations or rescheduling ***Website support***Statement assistance ***Routing transaction requests to the appropriate team member ***And a variety of other service needs
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Lavendra Dadhich

Lavendra Dadhich

Client Service Associate,

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Creation, Data Migration, and Solutions Specialist
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Andrew Lander

Andrew Lander

Lead Registered Client Service Associate,

Financial Planning Specialist

Roles & Responsibilities

  • Responsibilities Senior Solutions and Operations Coordinator
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Arushi Sharma

Arushi Sharma

Global Client Service Associate

Roles & Responsibilities

  • ->Prepare materials and agendas for upcoming meetings. -> Send timely meeting reminders via email and text. ->Coordinate and manage e-file deliveries. - Conduct and document annual reviews for
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