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 Actum Wealth Advisors
Team photo for Actum Wealth Advisors

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Our advisors

Advisor photo for Quinton Kimball

Quinton Kimball

APMA®

Financial Advisor

Learn more about Quinton Kimball Visit Quinton Kimball's website
Advisor photo for Jason F Husk

Jason F Husk

APMA®

Financial Advisor

Learn more about Jason F Husk Visit Jason F Husk's website
Advisor photo for Trevor A Hoyt

Trevor A Hoyt

RICP®, APMA®

Financial Advisor

Learn more about Trevor A Hoyt Visit Trevor A Hoyt's website


Our team

Daniel Simpson

Daniel Simpson

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Personal Intro

Daniel’s Bio: I’ve been in the financial services industry for more than 20 years now. While serving in the US Marine Corps, I completed a BBA in Finance. I then began working for TD Ameritrade at the trading desk. It was here that I gained my first experiences in understanding how the markets work as well as trading stocks, mutual funds, and options. I later joined Actum Wealth Advisors (then Advanced Financial Planning). My

Qualifications

    • CFP® or CERTIFIED FINANCIAL PLANNER® certification
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Alicia Priest

Alicia Priest

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Isabella Mendoza-Perez

Isabella Mendoza-Perez

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