Keith Haskell is a CFP® with 36 years of industry experience, currently serving at Dobson Street LLC since 2017. His prior experience includes roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. He also serves as Chairman of the Finance Committee and Treasurer at Pines Castle United Methodist Church. Dobson Street LLC provides discretionary portfolio management and financial planning for individuals, families, trusts, estates, business entities, and qualified plans. The firm’s approach combines fundamental and technical analysis to tailor investment strategies documented in client-specific Investment Policy Statements, emphasizing low-cost index and no-load mutual funds with regular portfolio reviews.

Roger Toelke is a financial advisor at Dobson Street LLC with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wilbanks Securities, Inc. since 2009 and has operated R.A. Toelke & Co., a polyethylene sales business, since 1980. Outside of investment advising, he is involved in small business consulting, tax preparation, pension-related services, and life and health insurance through a separate family office consulting business. Dobson Street LLC provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, business entities, pooled investment vehicles, and qualified and non-qualified plans. The firm uses a client-specific investment approach grounded in fundamental and technical analysis with strategies ranging from long-term buy-and-hold to shorter-term trading, and it operates with close ties to an independent trust company where client assets are custodied.