Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our licensed team of H D Vest financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Angie Wohlhaefer

Client Services Manager

Christopher Ryan Wilshire

(1989-2022)

Wilshire Consultants is sad to announce that Christopher Wilshire, one of our founding partners, a prominent financial advisor, and cattle rancher, passed away on October 21, 2022.

Helen Wilshire

Bookkeeping / Tax Return Preparation

Jack Collier

Information Technology Specialist

R. B. (Rick) Wilshire, CFP®, CSA, ATA, ATP, EA

Financial Advisor

817-335-2864

817-335-0812

rick@wilshireconsultants.com

Certified Financial Planner, Certified Senior Advisor, Accredited Tax Advisor, and Accredited Tax Preparer, Enrolled to Practice before the Internal Revenue Service.

Susan Calvert

Administrative Assistant

Tayla Wilshire, MS, BCBA

Consultant

817.335.2864

817.335.0812

tayla@wilshireconsultants.com

Teresa Profitt

Bookkeeping / Tax Return Preparation