Team - WMBC

Our Team

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

Looking to make an 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

© 2023 WMBC. Investment advisory services offered through WMBC, a registered investment advisor, CA insurance license #0719270. Securities offered through Triad Advisors, LLC, member FINRA/SIPC, 5515 Peachtree Parkway, Suite 3220, Norcross, GA 30091, 770-840-7444. WMBC is a separate entity from Triad Advisors, LLC. Investment products and services available only to residents of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Montana (MT), Nevada (NV), New Jersey (NJ), Ohio (OH), Utah (UT), Washington (WA). Fee-based advisory services are available only to residents of: California (CA), Utah (UT). Licensed to sell insurance products in the following states of: California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Minnesota (MN), Missouri (MO), Nevada (NV), New York (NY), Ohio (OH), Oregon (OR), Texas (TX), Utah (UT), Washington (WA). View our Form CRS

Our Team

Scott Coles, ChFC, CLU

David Coles

Felis Coles

Mickey Payne, PFP

Shirly Chyan, FPQP

Kenneth Galanis

Looking to make an impact?

Our Team

Scott Coles, ChFC, CLU

David Coles

Felis Coles

Mickey Payne, PFP

Shirly Chyan, FPQP

Kenneth Galanis

Looking to make an impact?

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