Highland Wealth Management

At Highland Wealth Management, we have a collaborative team approach that fosters more confidence in personal client care. Our commitment to our clients relies not on one individual but on the combined talents of all our team members. Each team member brings a different strength to the table and can thoughtfully look at your financial plan from a different perspective. We invite you to discover and experience the power of our services.

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Team photo for Highland Wealth Management
Team photo for Highland Wealth Management

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Advisors

Advisor photo for Whitney Lane Norie Shimatsu

Whitney Lane Norie Shimatsu

Financial Advisor

Visit Whitney Lane Norie Shimatsu's website
Advisor photo for Lee Hooks

Lee Hooks

MBA, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Lee Hooks's website
Advisor photo for Kathryn Haislip Lintz

Kathryn Haislip Lintz

APMA®

Private Wealth Advisor

Visit Kathryn Haislip Lintz's website
Advisor photo for Glenn Campbell

Glenn Campbell

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Glenn Campbell's website
Advisor photo for Michael Wickberg

Michael Wickberg

Private Wealth Advisor

Visit Michael Wickberg's website
Advisor photo for Adam Kock

Adam Kock

Financial Advisor

Visit Adam Kock's website
Advisor photo for Clyde C Allen III

Clyde C Allen III

Financial Advisor

Visit Clyde C Allen III's website
Advisor photo for Heath Larkin

Heath Larkin

Financial Advisor

Visit Heath Larkin's website
Advisor photo for Dave Ferraro

Dave Ferraro

MBA

Financial Advisor

Visit Dave Ferraro's website


Team

Carolann Dunn

Carolann Dunn

Client Service Specialist

Laura Anderson

Laura Anderson

Client Service Manager

Mallory Maddox

Mallory Maddox

Operations Manager

Peggy Stegall

Peggy Stegall

Client Service Manager