
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 was born in Minneapolis, grew up in Indianapolis, and pursued his college education at Xavier University in Cincinnati. Matt graduated in 2013 with

Laurie Cortner is a dedicated Wealth Strategist who has a Bachelor’s degree in Finance with a concentration in Personal Financial Planning from Western Kentucky University.

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.

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

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 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

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 was born in Minneapolis, grew up in Indianapolis, and pursued his college education at Xavier University in Cincinnati. Matt graduated in 2013 with

Laurie Cortner is a dedicated Wealth Strategist who has a Bachelor’s degree in Finance with a concentration in Personal Financial Planning from Western Kentucky University.

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.

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

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 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