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Meet the Team

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Brian Wiley, Financial Advisor near me

Brian Wiley
Managing Director

Alex Lundgren, AIF, Financial Advisor near me

Alexandra Lundgren
RSSA®, AIF®
Wealth Management Advisor

Jeremiah Bates, Financial Advisor near me

Jeremiah Bates
Wealth Management Advisor

Nic Daniels, BFA, Financial Advisor near me

Nic Daniels
Wealth Management Advisor

financial advisor near me

Vicki Wiley
Administrative Associate

financial advisor near me

Amanda Reynolds
Client Services

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Alec Kelso-Capili
Junior Advisor

Tree City Advisors was founded in 2016 on the belief that everyone has unique goals, whether they pertain to finances, health, or creating more time to enjoy life and loved ones. Our firm was established to help individuals focus on achieving the success they value most. Tree City Advisors is dedicated to providing services without product sales or conflicted advice, maintaining a commitment to our clients' best interests. Our primary mission is to work for clients and prioritize their needs, staying true to the core reason why we became advisors in the first place.

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