Management

Wilson Williams
Founder & Chief Executive Officer

David Williams
Chief Operating Officer

Mike Perry
Executive Vice President,
Business Development

Dagny Young
Executive Vice President,
Client Services
Chief Compliance Officer

Claude Connelly
Executive Vice President,
Capital Markets, Finance, and Information Technology

Brent Barton
Senior Vice President, Alternative Investments
President, WFG Equity Partners Inc.

Varkey John
Senior Vice President, Finance

Alan McAulay
Senior Vice President, Information Technology

Nicholas Ross
Senior Vice President, Insurance Services

Barbara Redstone
Vice President, Advisory and Retirement Services