MEET OUR TEAM

David Rosenthal CFP®
Principal / Financial Advisor david@wmsus.com
David Rosenthal CFP®
Principal / Financial Advisor

Joe Vasquez
Financial Advisor joe@wmsus.com
Joe Vazquez
Financial Advisor

Rebecca Hebert FPQP™CEP®
Operations Manager
rebecca@wmsus.com
rebecca@wmsus.com
Rebecca Hebert FPQP™ CEP®
Operations Manager

Hunter Hustead, MBA, CFP®
Financial Advisor
hunter@wmsus.com
hunter@wmsus.com
Hunter Hustead, MBA, CFP®
Financial Advisor

Jen Shaw
Operations Manager jen@wmsus.com
Jen Shaw
Operations Manager