Sara Light is a financial advisor at CWM, LLC with one year of industry experience. Her prior work includes roles at Waymaker Wealth Advisors and entrepreneurial ventures such as Java Heaven and Grace+Joy Clothing Boutique. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers retirement-plan services alongside various investment and advisory options.

Kenneth Reeves is a CFP® with 30 years of industry experience, currently affiliated with CWM, LLC. His work history includes roles at Financial Management, Inc., LPL Financial, and Invest Financial Corp., as well as operating Reeves Financial Services since 2001. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and employs a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.