Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof.
On today's show, Trevor Wilde, Janenne Lackey, and Jackie Yoder with Wilde Wealth Management Group talk about their financial services firm and its innovative approach to helping people, businesses, and families.
Trevor Wilde is the co-founder and Managing Director of of Wilde Wealth Management Group. He’s an Independent Advisor Representative who holds the Accredited Investment Fiduciary designation. He’s been on the Barron’s list of top 1,200 advisors nationwide for over a decade, and in 2020 he earned the No. 1 overall ranking in Arizona.
Janenne Lackey is an Independent Advisor and Wilde’s Chief Compliance Officer. She entered the financial services field twenty years ago and joined Wilde Wealth Management in 2008. Janenne is a Certified Financial Planner and Registered Representative, and holds her Series 7, 63, 66 and 24 registrations.
Jackie Yoder joined the Wilde Wealth Management team in March of 2020. As Chief Operating Officer, she leverages her excellent leadership and teamwork skills to ensure that objectives are met to the highest standard. Jackie holds both a bachelor’s degree in accounting and an MBA. She also holds Series 7 and Series 66 registrations as well as her Life and Health License.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.