Rebecca Warnick is a financial advisor at CWM, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and operated her own CPA firm, The Warnick Group. Outside of her advisory work, she serves as the president of a local elementary school Parent Teacher Association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary, model-driven investment approach supported by an in-house Investment Committee and third-party resources.

Brian Kubis is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Carson Wealth, Diamond Wealth Management, and H&H Retirement Design and Management during his career. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis overseen by an in-house Investment Committee.

Shanna Kehoe is a financial advisor with CWM, LLC, holding a Series 66 designation and over 22 years of industry experience. She has worked at several firms, including Cetera Advisor Networks, Lakeside Wealth Management Group, and New England Securities. Kehoe is a member of the Women’s Executive Council and the Las Vegas Metro Chamber of Commerce. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary model portfolios supported by various analysis methods, third-party sub-advisors, and customization tools.