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 Wealthbridge Advisors
Team photo for Wealthbridge Advisors

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Our advisors

Advisor photo for Dale Donaldson

Dale Donaldson

RICP®

Private Wealth Advisor

Founder of Wealthbridge Advisors
Learn more about Dale Donaldson
Advisor photo for Joshua T Gregory

Joshua T Gregory

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

Founder of Wealthbridge Advisors
Learn more about Joshua T Gregory
Advisor photo for David Lehman

David Lehman

CFP®, APMA®

Financial Advisor

Chief Operating Officer of Wealthbridge Advisors
Learn more about David Lehman Visit David Lehman's website
Advisor photo for Athena Gatan

Athena Gatan

CLTC®, APMA®

Financial Advisor

Learn more about Athena Gatan
Advisor photo for Douglas Godfrey

Douglas Godfrey

APMA®

Financial Advisor

Learn more about Douglas Godfrey
Advisor photo for Natalie Pace

Natalie Pace

APMA®

Financial Advisor

Learn more about Natalie Pace
Advisor photo for Kieric Wilcox

Kieric Wilcox

CFP®, APMA®

Financial Advisor

Learn more about Kieric Wilcox
Advisor photo for Dennis Jones

Dennis Jones

APMA®

Associate Financial Advisor

Investment Specialist
Learn more about Dennis Jones
Advisor photo for Ronald Lam

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,

Financial Paraplanner Qualified Professional™
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

Katie Brown

Katie Brown

Financial Planning Specialist

Jake Castro

Jake Castro

Investment Operations Assistant

Jessie Spires

Jessie Spires

Operations Specialist

Catherine Hampton

Catherine Hampton

Operations Specialist