Precept Wealth Solutions

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Advisor photo for Skye Thomas Dahl

Skye Thomas Dahl

CRPC, APMA

Private Wealth Advisor

Managing Director
Visit Skye Thomas Dahl's website
Advisor photo for Kirk Tambara

Kirk Tambara

APMA

Financial Advisor

Associate Vice President
Visit Kirk Tambara's website


Team

Sam Bondar

Sam Bondar

Client Service Associate,

Client Concierge

Roles & Responsibilities

  • Client Care Coordinator and Appointment Liaison
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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

  • Transaction, Operations and Money movement specialist
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Amara Malcom

Amara Malcom

Client Service Associate,

Receptionist

Roles & Responsibilities

  • Client Concierge and Organizational Manager
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Lavendra Dadhich

Lavendra Dadhich

Client Service Associate,

Financial Planning Analyst
Nikki Kalani

Nikki Kalani

Client Service Associate,

Financial Planning Analyst