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, Kelsey, and Melanie 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.

Meet our Financial Team

*For privacy reasons, please note that the names and all identifying facts have been changed.