Dave joined Wingate Wealth Advisors as a paraplanner in May of 2022. He assists in the building of goal-based financial plans to help clients make strategic decisions on their path to financial success, with a focus on retirement planning, executive compensation, insurance planning, tax planning, and later life planning. Dave graduated from the University of […]

Quentara joined Wingate Wealth Advisors as a part-time financial planning support staff in June of 2018. Her role is to share her expertise related to elder care, estate planning, and cash-flow management to assist the planning team in developing thoughtful and detailed plans. Apart from Wingate, Quentara operates her own financial planning practice focused on […]