Our Team

We believe that an excellent client experience starts with a team of happy, honest people dedicated to providing the best service possible.

Scott Coles

President & Wealth Advisor

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David Coles

Chief Compliance Officer & Wealth Advisor

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Shellie Halprin

Office Manager

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Evan Coles

Creative Strategist

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Sandra Villela

Office Coordinator

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Looking to make a impact?

Join our team in helping people use wealth as a tool to create a meaningful life.

Send your resume and cover letter to hello@wmbc.financial