Detailed planning is OUR CORE CAPABILITY
At the Wyndham Group, we take great pride in our accomplished team. Each member was carefully selected for the individual strengths and integrity they bring to our clients.
Rob, Wilson, and Kelsey are the core of the group, providing a time tested wealth management process, real life financial planning solutions, and exceptional service. Together, we create a competent and encompassing knowledge base that you can rely on.
At the end of the day, our success is sustained by the people we serve. At the Wyndham Group, we build lifelong relationships with our clients. Long term thinking and a committed partnership help our clients achieve more.
The Advisory Team
(left to right): Wilson Chen, Rob Pollard, and Dan Brodlieb
The Financial Planning Team
(left to right): Devin Bourbonnais, Wilson Chen, and Mina Huang
The Trading Team
Kelsey Lewis and John Whyte