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.

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Team photo

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Our advisors

Dale Donaldson

CRPC, APMA, RICP®

Private Wealth Advisor

Founder of Wealthbridge Advisors
Learn more about Dale Donaldson

Joshua T Gregory

CFP®, BFA, APMA

Private Wealth Advisor

Founder of Wealthbridge Advisors
Learn more about Joshua T Gregory

David Lehman

CFP®, APMA

Financial Advisor

Chief Operating Officer of Wealthbridge Advisors
Learn more about David Lehman

Athena Gatan

APMA

Financial Advisor

Learn more about Athena Gatan

Douglas Godfrey

APMA

Financial Advisor

Learn more about Douglas Godfrey

Natalie Pace

APMA

Financial Advisor

Learn more about Natalie Pace

Kieric Wilcox

CFP®, APMA

Associate Financial Advisor

Learn more about Kieric Wilcox

Dennis Jones

APMA

Associate Financial Advisor

Investment Specialist
Learn more about Dennis Jones

Ronald Lam

CFP®, APMA

Financial Advisor

Learn more about Ronald Lam


Our team

Tricia Campbell

Tricia Campbell

Operations Manager,

Paraplanner
Yasmin Fazal

Yasmin Fazal

Client Service Manager

Renee Bennett

Renee Bennett

Operations Specialist

Taylor Shirley

Taylor Shirley

Financial Planning Specialist

Michelle Clark, MBA

Michelle Clark, MBA

Financial Planning Specialist,

Chartered Retirement Planning Counselor™
Russel Stigall

Russel Stigall

Financial Planning Specialist

Angie Rivet

Angie Rivet

Client Service Specialist