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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 / Associate Financial Advisor



Angie Wohlhaefer is the Client Services Manager and aFinancial Advisor at Wilshire Consultants, Inc. Prior to hercurrent position at Wilshire Consultants, Angie worked atAvantax (formerly HD Vest) as a Client Services team member....
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Christopher Ryan Wilshire


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.

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Helen Wilshire

Bookkeeping / Tax Return Preparation

Jack Collier

Information Technology Specialist

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

Financial Advisor



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

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Susan Calvert

Administrative Assistant

Tayla Wilshire, MS, BCBA

Behavioral Consultant



Tayla Wilshire graduated from Texas Christian University in 2011 with a Bachelor’s of Science degree in Psychology. She obtained a Master’s of Science degree in Behavior Analysis from the University of North Texas in 2015....
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Teresa Profitt

Bookkeeping / Tax Return Preparation