Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Skye Thomas Dahl

Skye Thomas Dahl

CRPC, APMA®, CKA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Skye Thomas Dahl Visit Skye Thomas Dahl's website
Advisor photo for Kirk Tambara

Kirk Tambara

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Kirk Tambara Visit Kirk Tambara's website


Our 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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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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Lavendra Dadhich

Lavendra Dadhich

Client Service Associate,

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Creation, Data Migration, and Solutions Specialist
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