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Advocates for your success

As a team of wealth specialists with decades of financial services experience, we know that true financial peace of mind can only be attained when the right support system is in place. That’s why we leverage our expertise, skills, and resources for your benefit, acting as advocates for your success by supporting, helping, and challenging you to live your best life each and every day.

Ryan Edgington

Senior Portfolio Manager &
Wealth Advisor

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Heather Wheaton

Associate Wealth Advisor

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Scott Hughes

Associate Wealth Advisor & Financial Planner

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Diba Mofidi Naeini

Associate Wealth Advisor

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Bonnie Liu

Associate Advisor

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Nancy Wong

Associate Advisor

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Marina Poole

Senior Associate

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Mohamed Ali

Investment Associate

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Carly Westerterp

Team Operations Manager

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Ashley Edgington

Business Development Lead

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Ryan Edgington

Ryan Edgington

Senior Portfolio Manager & Wealth Advisor

|

Heather Wheaton

Heather Wheaton

Associate Wealth Advisor

|

Scott Hughes

Scott Hughes

Associate Wealth Advisor & Financial Planner

|

Diba Mofidi Naeini

Diba Mofidi Naeini

Associate Wealth Advisor

|

Bonnie Liu

Bonnie Liu

Associate Advisor

|

Nancy Wong

Nancy Wong

Associate Advisor

|

Marina Poole

Marina Poole

Senior Associate

|

Mohamed Ali

Mohamed Ali

Investment Associate

|

Carly Westerterp

Carly Westerterp

Team Operations Manager

|

Ashley Edgington

Ashley Edgington

Business Development Lead

|
The Edgington Wealth team.

Want to live your best life today and secure your legacy for tomorrow?

 

Discover what our forward-thinking team can do for you.

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