Samuel Skreen is a CFP®-certified financial advisor with six years of industry experience. He is currently with Newbore Wealth Management, Inc., where he has worked since 2019, and has prior experience at Academy Mortgage Corporation and Guild Mortgage Company. Newbore Wealth Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, and retirement plan participants, including clients referred through unaffiliated credit unions. The firm employs diversified, asset-allocation strategies with a focus on financial planning and tax considerations, managing accounts primarily on a discretionary basis with periodic reviews.

David Newbore is a CFP®-designated financial advisor with 28 years of industry experience. He serves as principal advisor at Newbore Wealth Management, Inc., which he founded in 2020, and has also worked with LPL Financial since 2002. Newbore Wealth Management provides investment management and financial consulting services to individuals, high net worth clients, trusts, and clients referred by unaffiliated credit unions. The firm manages approximately $200 million on a discretionary basis for about 528 clients, employing a diversified investment approach that integrates financial planning with portfolio management and utilizes both long-term and shorter-term trading strategies.