Team

Thomas

Mar 5, 2020

With a rich background spanning over three decades, Tom Curtis is a seasoned professional in the realm of personal finance. Tom holds an undergraduate degree in finance from The Catholic University of America. Since

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Morgan

Mar 5, 2020

Morgan is a graduate of Texas A&M University, where he earned a degree in psychology and competed on the golf team. As a financial advisor with an academic background in psychology, Morgan

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Guillermo

Apr 10, 2020

Billy is a graduate of the University of Arizona. He earned his degree in accounting and marketing. He is a highly experienced portfolio manager and financial advisor, having worked in the financial

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Greg

Apr 10, 2020

Greg is a graduate of the University of Arizona, where he earned a BS in Business Administration with a concentration in finance and real estate. After graduation, Greg underwent advanced professional training

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Laura

Oct 15, 2021

Laura Barnard holds a Bachelor of Science (BS) and a Master of Business Administration (MBA), both in Business Administration and Management. She has been working in the finance field since 2008. Laura

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ACE

Apr 10, 2020

After a 30-plus-year Human Resources career in the Natural Resources/Mining industry, Ace retired as Director of Human Resources for Kennecott Minerals Company and joined his son, Morgan, at Merrill Lynch. In 2009,

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Hollie

Apr 10, 2020

When new and prospective clients get in touch with WMP, their first point of contact is often Hollie Butler. Hollie has extensive experience in the financial planning field, having begun her financial

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Kristi

Oct 15, 2021

Kristi earned a Bachelor of Science in Business and Fashion Merchandising in 2013. She has a strong managerial and leadership background, and has always emphasized the importance of client relations for the teams

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