WT Wealth Management, LLC

Jacob West is a financial advisor at WT Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has worked with Black Mountain Investments, Quest Consulting, and serves as CEO of Smilin’, a digital platform focused on mental and physical health through social and wellness engagement. He also provides technology and back-office consulting through his ownership of Quest Consulting and partnership in Black Mountain Investment Group. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary models emphasizing diversification, low fees, and risk management, and offers integrated services including tax accounting, estate planning, and insurance products.

Eileen Proud is a financial advisor at WT Wealth Management, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at True Financial Wealth Management Firm, LLC since 2006. She is also a member, owner, and president of True Financial Wealth Management Firm, LLC. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, and low volatility, and offers affiliated professional services including tax, legal, and insurance solutions.

John Heilner is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WT Wealth Management since 2013. Heilner was also involved with WT Tax Accounting from 2014 to 2023. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary investment models focused on diversification, low fees, and quarterly rebalancing, and it offers ESG options and values-based screening, alongside affiliated professional services such as tax accounting and estate law.

Austin Rogers is a financial advisor with WT Wealth Management, LLC in Las Vegas, NV, holding a Series 65 credential and three years of industry experience. He has worked at WT Wealth Management in various capacities since 2021 and previously held roles outside the financial sector, including at Sprout's Farmers Market and the University of Tennessee at Martin. Rogers is also the owner of Pinstripe Investments, LLC, through which he manages client investment accounts and personal finances. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes proprietary investment models focusing on diversification, low fees, and risk management, and is notable for its affiliated professional-service entities and integration of insurance and retirement-plan services.

Brent Rankin is a financial advisor at WT Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc and J.P. Morgan Securities LLC. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, and behavioral bias reduction, and is notable for its affiliated professional-service entities and integrated approach to retirement plan management and insurance services.

Steven Street is a financial advisor at WT Wealth Management, LLC in Flagstaff, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining WT Wealth Management, he worked at JP Morgan Securities LLC and Wells Fargo Bank, N.A. WT Wealth Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and wealth-education services. The firm uses proprietary investment models emphasizing diversification, low fees, and behavioral bias reduction, and is notable for its affiliated professional-service entities and integrated retirement-plan support.

Emy Tice is a CFP® and Series 65-licensed financial advisor with WT Wealth Management, LLC, bringing 10 years of industry experience. She has held teaching positions at Northern Arizona University since 1995, currently serving as a Teaching Professor of Finance. She is also a committee member of the Greater Flagstaff Chamber of Commerce. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm employs proprietary models emphasizing diversification, low fees, and model-driven allocations, and it integrates tax, legal, and insurance services alongside its investment offerings.

Thomas Simmons is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously served as president of TCS Financial, LLC, which he founded in 2009 before transitioning his advisory activities to WT Wealth Management in 2023. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models emphasizing diversification, low fees, and risk management, and is notable for its affiliated professional-service entities and integrated approach to retirement-plan support and education.

Kevan Phillips is a financial advisor at WT Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Northwestern Mutual in various capacities from 2002 to 2020. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses proprietary models emphasizing diversification, low fees, and risk management, and is notable for its affiliated tax and legal services, insurance offerings, educational publications, and integration of held-away retirement accounts.

Glenn Leest is a financial advisor at WT Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WT Wealth Management since 2018, following two years at Four Peaks Wealth Management. Outside of advising, he serves as an Associate Pastor, Board Member, and Finance Committee Member at Bridge Church in Flagstaff, AZ, and hosts a weekly investment podcast titled "Intelligent Investing with Glenn Leest." WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models focused on diversification, low fees, and risk management, and is notable for its affiliated tax and legal service entities, insurance agency operations, and educational publications and seminars.

Allen Atkins is a financial advisor with WT Wealth Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at WT Wealth Management and Four Peaks Wealth Management in various capacities since 2012. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, low volatility, and quarterly rebalancing, and offers affiliated tax and legal services alongside insurance products.

Jackson Rogers is a financial advisor at WT Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked at WT Wealth Management since 2015, with additional experience at Ravello Media Group and Newport Yachts. Currently, he is engaged in non-investment-related business activities and is not advising clients. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm employs proprietary investment models focused on diversification, low fees, and low volatility, and offers affiliated professional services in tax accounting and law, as well as insurance products.

Robert Redwanc is a financial advisor with WT Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been affiliated with True Financial Wealth Management Firm, LLC since 2006 in various capacities, including as a member, owner, and vice president. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models that emphasize diversification, low fees, and risk management, and it offers affiliated tax, legal, and insurance services alongside educational resources and retirement plan integrations.