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.

Ana Paulino

Financial Advisor, Client Services Manager

Ana is a native Texan and is bilingual in English and Spanish. She is currently pursuing a bachelor’s degree in finance. She started her career in the financial services industry in 2018 at TD Ameritrade. There, she developed a strong...

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.

Stefany Moenich

Administrative Assistant

Stefany was born in California but came to Texas as quickly as she could. Her experience includes 5 years as the Executive Assistant to a prominent tax attorney in the Bay Area. She has vast knowledge and experience of the tax...

Tayla Wilshire, MS, BCBA

Financial Advisor, Behavioral Consultant

817-335-2864

817-335-0812

tayla@wilshireconsultants.com

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....