Tucker Asset Management LLC

Michael Lewin is a financial advisor with Tucker Asset Management LLC and holds a Series 65 credential. He has eight years of industry experience at firms including Foundations Investment Advisors LLC and Wealth Watch Advisors. Lewin is also president and owner of Lewin & Associates, Inc., a mortgage brokerage, and is an independently licensed insurance agent specializing in life insurance and annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including direct indexing and alternative investments.

Nancy Nelson is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and 20 years of industry experience. She has worked at Tucker Asset Management since 2019 and previously held roles at Neltec Industries LLC, LPL Financial, Investment Centers of America, Sigma Financial Corporation, and GBT Financial Services. Nelson is a co-owner and member of Neltec Industries LLC, a for-profit business, in addition to her advisory work. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach that includes growth, fixed income, direct indexing, and alternative investments, with capabilities to integrate private and non-liquid alternatives.

Frank Filisky is a CFP® and ChFC® with 21 years of industry experience. He has been with Tucker Asset Management LLC since 2015 and has operated his own advisory business, Frank C. Filisky LLC, since 2011. Outside of his advisory work, he owns and operates the Frank Filisky Insurance Agency, providing life, health, long-term care insurance, annuities, and tax preparation services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm utilizes a top-down, macroeconomic asset-allocation approach to manage discretionary portfolios and offers a range of growth, fixed-income, and alternative investment strategies.

Ariel Bean is a financial advisor with Tucker Asset Management LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Tucker, Bean worked at Vestigo Advisor Group and has operated The Bean Agency since 2018, where they assist clients with life insurance, Medicare, and annuity sales. Outside of advisory work, Bean is co-owner of The Royal Property Company, which focuses on finding and renovating real estate properties. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation approach, utilizing a range of strategies including growth, fixed-income, direct indexing, and alternative investments.

Maryann Ruben is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and four years of industry experience. She has also operated Ruben Financial since 2005, where she is involved in the sale and service of insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down, macroeconomic asset-allocation approach and integrates alternative investments through platforms like CAIS.

Robert Anglin is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes roles at LPL Financial and Investment Centers of America, with over two decades at GBT Financial Services, where he is also a licensed insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down macroeconomic asset-allocation process and integrates alternative investments, including private or non-liquid assets, to implement diversified portfolios.

Thomas Velickoff is a Series 65-licensed financial advisor at Tucker Asset Management LLC with eight years of industry experience. He previously worked at Brookstone Capital Management and Paramount Financial Advisors and has entrepreneurial experience as Managing Member of Global Prosperity, LLC dba The Solution People. Outside of finance, he is involved in nutritional supplementation and wellness businesses. Tucker Asset Management serves individuals, high-net-worth clients, and various institutions by providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm uses a top-down, macroeconomic asset-allocation process with a range of strategies including growth, fixed income, direct indexing, and alternative investments.

James Reynolds is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Company, and METLIFE. In addition to his advisory role, he works as an independent insurance agent specializing in health and life insurance. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent adviser representatives. The firm employs a top-down, macroeconomic asset-allocation approach and offers a range of strategies including growth, fixed income, direct indexing, and alternative investments.

David West is a financial advisor with Tucker Asset Management LLC in Orem, Utah. He holds the ChFC® designation and has 21 years of industry experience, including prior roles at Alpine Capital Management, LLC and founding West Capital Advisors, Inc., where he serves as President. West Capital Advisors also operates as an insurance agency providing financial consulting and non-investment products such as annuities and life insurance. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down macroeconomic asset-allocation process and offers discretionary investment management, financial planning, and retirement plan advisory through a network of independent investment adviser representatives.

Robert Ruhm is a financial advisor at Tucker Asset Management LLC in Littleton, CO, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Tucker Asset Management since 2021 and has worked at the affiliated Tucker Advisory Group since 1998 as a Senior Business Developer. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid options, within its discretionary portfolios.

John Darwin is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has been involved with Darwin Select Financial and Merit Advisory Partners since 2018. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including growth and fixed income, direct indexing, alternative investments, and private or non-liquid alternatives.

Carlton Ebneth is a financial advisor at Tucker Asset Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles at firms including Foundations Investment Advisors LLC and New England Securities. He is also president of Ebneth Financial Group and Physicians Wealth Advisory Group, where he is involved in selling insurance-related products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down, macroeconomic asset-allocation approach and integrates alternative investments through the CAIS platform.

Andrew Elison is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Tucker Asset Management since 2018 and has operated Elison Financial Group since 1991. Outside of his advisory work, he is employed as a mortgage loan officer and manages a farm where he runs cattle. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid opportunities, in its portfolio management.

David Zamora is a financial advisor at Tucker Asset Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CreativeOne Wealth and Townsquare Capital LLC. Zamora also operates the Zamora Advisory Group, which offers fixed life and annuity products alongside investment advisory services. Additionally, he maintains a CPA license and has experience in insurance sales. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset allocation approach and offers a range of strategies including growth, fixed income, direct indexing, alternative investments, and access to private or non-liquid alternatives.

Robert Darwin is a financial advisor at Tucker Asset Management LLC with eight years of industry experience. He holds a Series 65 designation and has been with Tucker Asset Management since 2018. Prior to that, he has operated Merit Advisory Partners since 1998, where he is involved in marketing annuities and life insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation approach and offers a range of investment strategies including alternative investments and direct indexing.