Meet the Team
Dedication. Expertise. Passion.
Every client gets a full team behind them, dedicated to ensuring a great experience and lasting results.
As our General Manager, Kimberli is dedicated to our clients and team, striving to deliver exceptional service and foster a collaborative and supportive work environment. Kimberli holds a Bachelor’s Degree from Marshall University and has spent a large portion of her career in the legal and real estate industries, bringing a diverse skill set and a unique perspective to WD Wealth Strategies.
Michael is our most senior Wealth Strategist and has been with us since 2017. Since 2018, he has been head of case design and planning, showcasing his exceptional leadership abilities and commitment to our clients. As an Investment Advisor Representative and Registered Representative, he brings invaluable expertise with a deep understanding of the financial landscape to the WD Wealth Strategies team.
Eric Willer, CFA
Eric brings a wealth of experience and expertise to our team. With a diverse background in the financial industry and a Chartered Financial Analyst (CFA) designation, Eric has excelled in various roles throughout his career. With his experience as a Research Analyst and a Regional Vice President, Eric has honed his skills in investment analysis, portfolio management, and client relationship building.
Madelene is the newest member of the WD Wealth team. She graduated with a Bachelor's degree and Master's degree in Accounting from Brigham Young University. Madelene has experience in a variety of financial industries including public accounting and banking. She brings a breadth of knowledge in tax accounting, CPA designation, and eagerness to research new tax strategies.
Moog has a passion for delivering exceptional financial solutions. Obtaining the Certified Financial Planner® designation and with nearly 3 years of experience in supporting retirement income and tax planning for ultra-high-net-worth individuals, Moog is detail-oriented and goal-driven. He plays a crucial role in client meetings, presenting prep-notes, and designing customized cases.
Jason brings a strong analytical background and a commitment to excellence to our team as a Paraplanner. Jason has a Bachelor’s degree in Finance from The University of Cincinnati, Carl H. Lindner College of Business, with an emphasis on accounting and financial planning. With his passion for financial planning, Jason ensures the success and satisfaction of our clients.
Paraplanner & Insurance Specialist
Autumn's unconventional journey from psychology to film school eventually led her to the intricate world of insurance, driven by a desire to assist her grandmother with Medicare. Armed with both life insurance and Property & Casualty licenses, she found her professional home at WD Wealth, where she has immersed herself in the world of comprehensive financial planning. Recently, she took the initiative to establish our new P&C division.
Life Insurance Specialist
Karlynn has been an essential member of the WD Wealth team for over four years. Karlynn’s deep understanding of the industry enables her to provide tailored solutions that align with our clients’ unique needs and long-term goals. With her unwavering dedication and meticulous approach, Karlynn continues to make a significant impact, enhancing outcomes for our valued clients and contributing to the success of our firm.
Taylor has a Bachelor's degree in business administration from Arizona State University's W.P. Carey School of Business. She plays a pivotal role in ensuring the seamless functioning of our operations. Taylor's strength lies in exceptional organizational skills, attention to detail, and communication. Her commitment to excellence and proactive approach significantly contributes to the effectiveness and cohesion of our team.
Sarah provides insight into the needs of our clients to ensure they receive excellent service. She has a Bachelor's in Biology and Chemistry from CU Denver. Her strength lies in her analytical, organizational, creative problem solving, and active listening skills that fuel her passion to serve others. She has experience in a variety of fields, including financial, medical, and community service, which provide a unique perspective and value to our team.