Cwm, Llc

Theodore Swenson is a CFP® professional with 27 years of industry experience, currently serving as an advisor at CWM, LLC since 2018. His prior experience includes roles at LPL Financial and Western Wealth Management. He is also a co-founder of Valorem Financial and holds an insurance license for life, annuities, and long-term care products. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Robert Dumas is a financial advisor with CWM, LLC in Thibodaux, Louisiana, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, LPL Financial, and Lafont & Associates. Outside of finance, he serves as a college football official and has worked with the National Football League as a K-ball and instant replay communicator. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Jerod Wurm is a CFP® with 28 years of industry experience, currently serving as a wealth advisor at CWM, LLC. He has held roles at Cetera Wealth Services and Wells Fargo Advisors, and is also involved with his own firm, Wurm Financial, Inc. Wurm holds licenses including Series 63 and Series 65. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management supported by an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Justus Novak is a financial advisor at CWM, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Silverhawk Private Wealth, The Vanguard Group, and Northwestern Mutual. Novak also spent time working at Fleming's Steakhouse and has experience connected to Arizona State University and Rock Canyon High School. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management supported by an Investment Committee, in-house models, and third-party partners.

Derek Pesta is a financial advisor at CWM, LLC with 10 years of industry experience. He holds a Series 66 designation and has been with CWM and Pesta & Pesta Wealth Management since 2016. Outside of his advisory role, he is a member of the Cupertino Rotary, where he participates in meetings and volunteer projects. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Shalana Poole is a CFP® with 21 years of industry experience, currently serving as a wealth advisor at CWM, LLC. She has held positions at firms including JP Morgan Securities LLC, Waddell & Reed, and LPL Financial. Poole is also involved in nonprofit work as a board member and treasurer of Age of Central Texas. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm employs discretionary portfolio management through an Investment Committee and various in-house and third-party models, with execution and custody managed via institutional custodians.

Adam Flagg is a CFP® with 18 years of experience, currently affiliated with CWM, LLC in Austin, TX. His prior roles include positions at Cetera, Collective Advisors, and Sigma Financial Corporation. Outside of advising, he volunteers providing pro bono financial coaching to families dealing with cancer and serves as a board member and advocacy director for the Financial Planning Association of Austin. CWM, LLC serves a broad range of clients including individuals, high-net-worth families, corporations, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a mix of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

David Wilder is a CFP® with 24 years of industry experience, currently serving as an advisor at Total Wealth Planning, LLC in Cincinnati, OH. He has been with Total Wealth Planning since 2015 and has also held roles at Carson Wealth and CWM, LLC since 2025. Outside of his advisory work, he owns a small business managing rental property administrative tasks. Total Wealth Planning serves individuals, high-net-worth families, and charitable organizations with comprehensive wealth planning and discretionary investment management. The firm emphasizes broad global diversification, low-cost core holdings, and tax-efficient portfolio strategies, managing approximately $1.18 billion in assets across a multi-advisor team.

Mark Jones is a financial advisor at CWM, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Geneos Wealth Management and Cetera Advisor Networks. In addition to his advisory role, he is licensed as an insurance agent, discussing life, health, disability, annuities, and long-term care insurance. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Joan Holmes is a financial advisor with CWM, LLC in Pasadena, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at Cetera Wealth Services, LPL Financial, and Girard Securities, alongside her ongoing work with Applied Financial Planning. She also serves as a notary public, providing complimentary notary services to clients. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management through an Investment Committee and a range of in-house and third-party strategies.

Jason Juhl is a financial advisor at CWM, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Carson Wealth, Cetera Advisor Networks, and U.S. Bancorp Investments. Outside of advising, he serves on the board of the Orchard Place Foundation, which provides mental health services for children, and lectures for the Income Lab Masterclass. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management supported by in-house models, third-party sub-advisors, and technology partners.

Vernon Wheeler is a financial advisor with CWM, LLC and holds a Series 66 designation. He has eight years of industry experience and previously worked at firms including Securities America Inc. and BancWest Investment Services. Outside of finance, he teaches college-level theatre classes at Metropolitan Community College and has a long-standing career as an actor in theatre productions, films, and commercials. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners for discretionary portfolio management.

Jamie Carroll is a financial advisor with CWM, LLC in Amarillo, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, with prior roles at Cetera Advisor Networks, Pinnacle Financial Group, and LPL Financial. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Jeffrey Couzens is a CFP® professional with 26 years of experience in the financial services industry. He is a wealth advisor at CWM, LLC and has held various roles in real estate and financial services firms, including managing member positions in multiple real estate and holding companies. Outside of advisory work, he is involved as a trustee for a business partner and co-owns a dog daycare and boarding business. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers comprehensive asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and institutional custodial platforms.

Matthew Rodgville is a financial advisor at CWM, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Jacob William Advisory and Assured Partners. Outside of finance, he has experience with the Tulane University Athletic Department. CWM serves a diverse client base, including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.