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.



Our advisors

Advisor photo for Dale Donaldson

Dale Donaldson

Private Wealth Advisor

Franchise Owner
Learn more about Dale Donaldson
Advisor photo for Joshua T Gregory

Joshua T Gregory

CFP®, APMA

Private Wealth Advisor

Learn more about Joshua T Gregory
Advisor photo for Joseph Williams

Joseph Williams

ChFC®, CLU®, APMA

Financial Advisor

Chief Investment Officer of Wealthbridge Advisors
Learn more about Joseph Williams
Advisor photo for David Lehman

David Lehman

CFP®, APMA

Financial Advisor

Chief Operating Officer of Wealthbridge Advisors
Learn more about David Lehman
Advisor photo for Travis Wesley

Travis Wesley

CFP®, APMA, CRPS, CRPC

Financial Advisor

Business Financial Advisor
Learn more about Travis Wesley
Advisor photo for Athena Gatan

Athena Gatan

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

Associate Financial Advisor

Learn more about Kieric Wilcox
Advisor photo for Ronald Lam

Ronald Lam

CFP®

Financial Advisor

Learn more about Ronald Lam
Advisor photo for Dennis Jones

Dennis Jones

APMA

Associate Financial Advisor

Investment Specialist
Learn more about Dennis Jones


Our team

Tricia Campbell

Tricia Campbell

Operations Manager,

Paraplanner

Qualifications

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Renee Bennett

Renee Bennett

Operations Specialist

Yasmin Fazal

Yasmin Fazal

Client Service Specialist

Catherine Chachas

Catherine Chachas

Financial Planning Specialist

Taylor Shirley

Taylor Shirley

Financial Planning Specialist

Candace Williams

Candace Williams

Business Development Specialist,

Marketing Specialist

Qualifications

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