The Alpha 1 Tax & Wealth Difference

Learn More About Why We’re Your Best Choice.

Work With Us

Alpha 1 Tax & Wealth was founded on the belief that investors would be better served if they had the benefit of coordinated advice.

Unfortunately, the financial industry isn’t set up that way and as a result, investors planning for their future are forced to seek the services of unaffiliated professionals. This leads to investment, tax, and estate plans being created in separate vacuums with no coordination between strategies.

As a result of this disjointed process, investors planning for retirement are often left overpaying on taxes. Worse yet, the lack of communication between the various professionals can lead to serious issues that can result in devastating consequences for retirees and their families.

15+

Awards received

500+

Clients served

34

Employees

130+

Custom solutions

Our team of fiduciary professionals includes a network of Certified Financial Planners™, tax accountants, and advisors, with well over 100 hundred years of combined industry experience.

At Alpha 1 Tax & Wealth we decided it’s time to break the mold so we created an environment where retirees can have ALL of their retirement planning needs handled under one roof.

Together, we take wealth management to a whole new level, bringing experts from every planning field to address your concerns for a Retirement Game plan you can rely on with confidence, because we believe that Everything Works Better Together.

We changed the model for investors with a focus on creating efficiency by eliminating the middleman.

A typical advisory places your investable assets with an outside wealth management firm, but at Alpha 1 Tax & Wealth, we own the wealth management firm that is actively managed by some of the industry’s most respected Portfolio Managers. A typical advisory uses an outside insurance brokerage for its insurance needs, but at Alpha 1 Tax & Wealth we have our own insurance distribution network so that we can hand select the very best products from the industry’s top-rated insurers.

By eliminating the middleman, we have also reduced the chances of mistakes. At a typical advisory, your financial information is being passed around through multiple outside organizations, but at Alpha 1 Tax & Wealth, everything we do is self-contained because we own all of the supporting financial organizations needed to fulfill all of your investment and retirement planning needs.

When everything works together, everything works better

Schedule a FREE consultation with one of our wealth management professionals for insights that can help secure your future!

Complimentary Portfolio Review

Meet Our Team Of Wealth Management Professionals

You know us from the NFL, TV, and radio. We believe when everything works together, everything works better.

A person's portrait photo
CEO

Tom Raikonnen

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

A person's portrait photo
CTO

Timmothy Burns

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

A person's portrait photo
Developer

John Mastersson

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

A person's portrait photo
Developer

Selby Johnson

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

CEO / Partner

Stewart Wills

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

Partner

Terrell Davis

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

Chief Executive Officer

Bryon Rice

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

Chief Investment Officer

David Young

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

Head of Portfolio Management

Peter Van De Zilver

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

General Counsel and Chief Compliance Officer

Ernest J. C’Debaca

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

Investment Advisor Representative & Certified Public Accountant

Gus Skinner

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

Chief Financial Officer

Kyle Mann

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

Administrative Assistant

Ruth Skinner

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

SR Investment Analyst

Kevin Vanderbilt

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

Portfolio Manager - Sr. Marketing Analyst

Darren Leavitt

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

MT - Investment Adviser Representative

John-David (JD) Woolley

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

AAMS ® , CRPC - Investment Adviser Representative

Lee Busto

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.

Administrative Assistant

Drake Trickey

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur sit amet eros.