CPC Wealth Management

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.



Advisors

Advisor photo for Phillip Owens

Phillip Owens

MBA, CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Phillip Owens's website
Advisor photo for Trevor Smith

Trevor Smith

APMA, CRPC

Registered Practice Associate

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Trevor Smith's website


Team

Carson Nix

Carson Nix

Registered Client Service Associate

Sandie R. Almaraz

Sandie R. Almaraz

Client Service Coordinator

Athena Squyres

Athena Squyres

Registered Client Service Associate