Shelly H. Baker
Shelly Baker is a wealth strategist who has 31 years of experience in a variety of roles within the financial services industry. She began her
Luke Hooper
Luke Hooper is a Memphis native who has built an impressive career in the field of finance and wealth management. He obtained a Bachelor of
Matt Gentzkow
Matt Gentzkow was born in Minneapolis, grew up in Indianapolis, and pursued his college education at Xavier University in Cincinnati. Matt graduated in 2013 with
Crystal Curle
Crystal Curle shines as a Client Experience Strategist at W&A, where she’s known for infusing her work with a perfect blend of professionalism and fun.
Sharon Tyson
Sharon Tyson is W&A’s Director of Client Services. Driven by a nurturing and service-oriented character, Sharon’s goal is always to provide exemplary support to our
Lanie Oberg
Lanie Oberg joined the W&A family in 2012, bringing a wealth of experience from the corporate and hospitality sectors. With a dynamic background that includes
Nicole Bean
As W&A’s Marketing Manager, Nicole Bean manages the firm’s content, marketing, and business development projects. Collaborating closely with W&A’s brand experience strategist, wealth strategists, and
Karen L. Rowe
Karen Rowe is our in-house brand ambassador. She takes the vision of W&A and drives it forward in a tactical and process-orientated way. She uses
Shelly H. Baker
Shelly Baker is a wealth strategist who has 31 years of experience in a variety of roles within the financial services industry. She began her
Luke Hooper
Luke Hooper is a Memphis native who has built an impressive career in the field of finance and wealth management. He obtained a Bachelor of
Matt Gentzkow
Matt Gentzkow was born in Minneapolis, grew up in Indianapolis, and pursued his college education at Xavier University in Cincinnati. Matt graduated in 2013 with
Crystal Curle
Crystal Curle shines as a Client Experience Strategist at W&A, where she’s known for infusing her work with a perfect blend of professionalism and fun.
Sharon Tyson
Sharon Tyson is W&A’s Director of Client Services. Driven by a nurturing and service-oriented character, Sharon’s goal is always to provide exemplary support to our
Lanie Oberg
Lanie Oberg joined the W&A family in 2012, bringing a wealth of experience from the corporate and hospitality sectors. With a dynamic background that includes
Nicole Bean
As W&A’s Marketing Manager, Nicole Bean manages the firm’s content, marketing, and business development projects. Collaborating closely with W&A’s brand experience strategist, wealth strategists, and
Karen L. Rowe
Karen Rowe is our in-house brand ambassador. She takes the vision of W&A and drives it forward in a tactical and process-orientated way. She uses
