Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
As president at Wilde Wealth Management Group, Bill has been helping guide individuals and businesses toward theit financial goals for over 25 years.
Trevor, an Investment Advisor Representative, has been in the financial services industry since 1999. He played football for the University of Arizona where he graduated with a Bachelor’s Degree in Business Communications, and...
Janenne Lackey, CFP® has been a Registered Representative since 2001 and joined Wilde Wealth Management Group, Inc. and Cetera Advisors LLC in 2008. Janenne holds the designation of CERTIFIED FINANCIAL PLANNER® and has since 2008.
Andrew Sampson
Regional Vice President | Investment Advisor Representative
Andrew began in the financial services industry in Dec 2010 after a successful career in fitness.
Douglas W. Cole, MIM
Director of Investment Management
Doug proudly brings over 30 years of investment experience to Wilde Wealth Management. Doug focuses on portfolio design and management, holistic financial planning, and wealth management.
Seth joined the financial services industry in 2007 after graduating from Utah Valley University with a Bachelors degree in Communications.
Lionel Evans brings several years of extensive training and financial planning experience. He holds the Series 7, Series 63, long-term care, and Arizona state insurance licenses. Lionel has a reputation for truly caring about his...
Stephanie became a part of Wilde Wealth in 2013, bringing with her a lengthy and diverse background in customer service and leadership. She has worked in the financial services industry since 2010 and prior to that spent 10 years as a...
Vanessa joined our team in April of 2012. Vanessa is responsible for daily operational items and leads our client services team.
Steven joined the Wilde Wealth team in January of 2015, bringing experience from both the independent advisory and brokerage environments.
Randi joined Wilde Wealth Management Group in January 2016 as Director of First Impressions.
Whitney joined the financial industry in 2015 after earning her bachelor's degree from Brigham Young University.
Laurie has been with our firm since 1994, and has been a key to the success of developing and maintaining our client relationships. She provides the ‘personal touch’ type of service our company prides itself on.
Barb joined our team in January of 2008, after a 16 month retirement from Qwest Communications where she worked for over 27 years.
Sheila joined our team in January 2014 as Director of First Impressions. In January 2015, Sheila joined the Client Communications Team coordinating our yearly core events as well as scheduling client reviews.
Kayla joined the Wilde Wealth team in May 2013 as an intern while studying for her bachelor's degree from Arizona State University.
