The experience you seek for the future you desire.

Brad knows firsthand the profound impact a great advisor can have on his clients’ lives. He understands that the right advice can bring families closer together and set them on a solid path towards reaching their goals. With his unique blend of education, personal experience, and professional expertise, Brad is ideally positioned to serve his clients with ...

Rob founded RB Wealth Partners in 2021 after serving as co-founder and financial planner at Carter Bacharach Financial Group. He holds both the Certified Financial Planner® and Chartered Retirement Planning Counselor® professional designations. Rob has a passion for solving complex financial matters for those who earned their current positions every step of the way and cr...

Brent Simmons is a Financial Advisor and Chartered Financial Analyst (CFA) with IHT Wealth Management. He obtained his BA from Baylor University and has been in the financial services industry for 30 years. Prior to working at IHT Wealth Management, he provided financial planning, investments, and portfolio management to both individuals and businesses as a Financial Advisor with Morga...

Brad Borg has worked in financial services for over 35 years. He has served as a financial advisor to individuals, families, business owners and self-employed clients. He is dedicated to developing an authentic understanding of each client’s life story and how their finances affect each milestone and life event along the way....

Tim is passionate about his investment advisory business and his clients. With nearly 30 years of experience, Tim along with his business partner, David Bakker, strive to build long-term relationships with the people he serves. Specializing in the wealth management needs of successful professionals and retirees, Tim has helped hundreds of families accumulate, prepare for and transition...

David Bakker has been in the financial services industry since 1997, he joined IHT Wealth Management as a Senior Wealth Advisor in January of 2023, after working at Wells Fargo for over 25 years. David and his long-time business partner, Tim Pitera team up to serve successful professionals and their families.  Leveraging their partnership, David and Tim...