Our Team
Founder
David Shilling Financial Advisor
David Shilling is a Total Advisor with 30 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