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Meet The Team

Stewards of strength, legacy, and lasting impact

Our team brings precision, perspective, and deep commitment to excellence to every relationship we build. We're not just advisors—we're long-term partners who help guide complex decisions with clarity and care. From generation to generation, we help you build a foundation for lasting impact.

Trevor Wilde

Trevor Wilde, MBA, AIF®

Chief Executive Officer | Investment Advisor Representative

480.361.6203

480.361.6215

Drew Kliber

Drew Kliber - CRPS®

Managing Director | Partner | Financial Professional

406-602-2688

Jeff Anthony

Jeff Anthony, CFP®

Chief Growth Officer | Partner | Investment Advisor Representative

480.361.6203

480.491.1325

Your legacy starts here. Let’s shape it together.

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Managing wealth with intention and care.

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