Your Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Your Team

William Wilson

William “Al” Wilson

Investment Advisor Representative

a.wilson@tbredfa.com

Kristen VanHook, CFP®

Kristen VanHook, CFP®

Advisory Representative SmartVestor Pro

k.vanhook@tbredfa.com

Jonathan Rase, CFP®

Jonathan Rase, CFP®

Advisory Representative

j.rase@tbredfa.com

Tracey Bates

Tracey Bates

Client Services Coordinator

t.bates@tbredfa.com