Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Eric Y

Series 65, Series 63

Casper, WY

Primerica Advisors

Eric Young is a financial advisor with Primerica Advisors in Casper, Wyoming, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at Primerica since 2007 and Wyoming Freedom Financial since 2015. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model portfolios created by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Gina H

Series 65, Series 63

Casper, WY

Primerica Advisors

Gina Haggard is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. She has been with Primerica Advisors since 2019 and also has experience at Primerica Financial Services dating back to 2018. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable organizations. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Andrea Y

Series 63

Casper, WY

Primerica Advisors

Andrea Young is a Series 63-licensed financial advisor with Primerica Advisors in Casper, Wyoming, where she has worked since 2007. She has 18 years of industry experience and has been associated with Primerica Financial Services since 2006. Outside of her advisory role, she owns Vexos LLC, a customization business offering engraving and apparel printing services, and serves as president and owner of Wyoming Freedom Financial, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and employs a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

David C

Series 63, Series 65

Casper, WY

Primerica Advisors

David Coombs is a financial advisor with Primerica Advisors in Casper, Wyoming, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998 and briefly worked at Hsbald Enterprises Inc. in 2017. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options under a wrap-fee structure. The firm employs third-party asset managers and uses an operational model that includes tiered percentage-based fees and ongoing oversight of investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Candace B

Series 63

Casper, WY

Primerica Advisors

Candace Bonella is a financial advisor with Primerica Advisors in Casper, WY, holding a Series 63 designation and 13 years of industry experience. She has worked with multiple organizations, including PFS Investments Inc. and several Fremont County school districts, alongside her role at Primerica since 2008. Outside of financial advising, she co-owns a farm in Riverton, WY, sells farm products, and is involved in handyman services through Tumble B Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")