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 TruPointe Financial Advisors
Team photo for TruPointe Financial Advisors

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Our advisors

Advisor photo for Derrick Wells

Derrick Wells

MBA, AAMS®, CLTC®, CRPC

Financial Advisor

Franchise Owner
Learn more about Derrick Wells
Advisor photo for Dee Wilson

Dee Wilson

Financial Advisor

Learn more about Dee Wilson
Advisor photo for Alex Vantlin

Alex Vantlin

Financial Advisor

Financial Planning Specialist
Learn more about Alex Vantlin


Our team

Tammy Morgan

Tammy Morgan

Administrative Assistant