Reveal Wealth Strategies

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 Reveal Wealth Strategies
Team photo for Reveal Wealth Strategies

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Advisors

Advisor photo for Rashonner Lillie

Rashonner Lillie

CFP®, CRPC

Private Wealth Advisor

Chief Operating Officer of Reveal Wealth Strategies
Visit Rashonner Lillie's website
Advisor photo for Crawford Mickey McGill

Crawford Mickey McGill

CFP®, CRPC, AAMS®, APMA®

Private Wealth Advisor

Chief Executive Officer of Reveal Wealth Strategies
Visit Crawford Mickey McGill's website
Advisor photo for Jamila Hoyett

Jamila Hoyett

MBA, CFP®

Financial Advisor

Franchise Owner
Visit Jamila Hoyett's website
Advisor photo for Wendell De Grange

Wendell De Grange

Financial Advisor

Associate Vice President of Reveal Wealth Strategies
Visit Wendell De Grange's website
Advisor photo for Alissa Guerrero

Alissa Guerrero

Financial Advisor

Visit Alissa Guerrero's website
Advisor photo for Peter Chung

Peter Chung

Financial Advisor

Visit Peter Chung's website
Advisor photo for Obi Green

Obi Green

CRPC, APMA®, MPAS

Financial Advisor

Visit Obi Green's website


Team

Daniel Guerrero

Daniel Guerrero

Client Service Manager,

Office Manager
Briana Clemons

Briana Clemons

Client Service Specialist

Corbin Jamison

Corbin Jamison

Investment Operations Specialist,

Operations Specialist