Meet the Tree City Team

Click on a photo to learn more about us.

Brian Wiley, Financial Advisor

Brian Wiley
Principal, Financial Advisor

Alex Lundgren, Financial Advisor

Alexandra Lundgren, AIF®

Financial Advisor

Jeremiah Bates, Financial Advisor

Jeremiah Bates, CCO
Financial Advisor
 

Meridan Financial Advisor

Sarah Carrico

Client Services Manager

Kent Owings, financial advisor

Kent Owings, AWMA®

Wealth Advisor

Fee Only Financial Advisor

Amanda Reynolds
Client Services

Nic Daniels Financial advisor

Nic Daniels

Financial Advisor

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Alec Kelso
Digital Media Manager