10200 Highway 290 West
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education and experiences.
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.
LPL Financial Advisor