Broker Check
Client Centered

LPL Financial Advisors:
Trish Wilder & Shalana Poole, CFP, CDFA

With more than 30 years of combined experience in the financial services industry, we work with you to define and spark your financial journey.

We value trusted long-term relationships with all individuals that love on themselves and their families and that are mutually beneficial. Let us guide you with our financial planning expertise to create our legacy that is generationally to ourselves and our clients.

Feel confidant hiring a trusted, Investment Fiduciary Financial Advisor with a heart of a teacher.

Our reasons for becoming financial professionals are deeply personal.  We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.  We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for their future.  After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.  We feel a commitment to our community and families. 

Meet Your Team

We’d love to meet with you and discuss your financial goals and strategies to pursue them. Contact us today to schedule an appointment.

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