Our Team

Founder

David Shilling Financial Advisor

David Shilling is a Total Advisor with 27 years of financial services experience. He majored in History and Economics at UC San Diego in La Jolla, CA 1999, and then graduated Summa Cum Laude, from USC in 2008 with an MBA. David has extensive experience in residential real estate finance, physical gold and silver investing, as well as retirement planning and social security maximization. David is a Black Belt in Brazilian Jiu Jitsu and speaks Spanish and Portuguese and also has experience in helping individuals in Latin America with dollarization and investing here in the United States.

Mitchell Whitney

President, Whitney and Associates

Becky Kelderman

Events & Seminar Coordinator

Aaron Schmidtke

Portfolio Allocation Manager

Gene Perez

Certified Financial Planner & Investment Allocation Manager

Charles Johnson

HR & Compliance Manager

Matt Glass

NSSA Advisor of the year, Founder, Next Phase Advisors