Transcendent Wealth

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Benjamin Devine

MSFS, CFP®, RICP®, APMA, ChFC®, CRPC, CAP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Benjamin Devine's website

Natalie Davis

BFA, CRPC

Financial Advisor

Visit Natalie Davis's website

Jackson Thomas

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jackson Thomas's website

Matthew Lang

CFP®

Financial Advisor

Visit Matthew Lang's website

Allison Taylor

MBA

Financial Advisor

Visit Allison Taylor's website


Team

Andy Aro

Andy Aro

Office Manager

Chris Berry

Chris Berry

Financial Planning Assistant