Carter Lewis is a financial advisor at RWM Capital, LLC with a Series 65 credential and four years of industry experience. He has worked at RWM Capital since 2023 and previously spent time at Foundations Investment Advisors and Roberts Wealth Management. Outside of advising, he is involved with Roberts Wealth Management’s insurance business. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations implemented through model portfolios and sub-advisers, supported by quantitative algorithms and AI-assisted processes, across a multi-office platform.

Jordan Thomas is a financial advisor at RWM Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked in hospitality and retail sectors, including roles at Beau Rivage Resort & Casino and Panda Express. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm utilizes tailored asset allocations, external model portfolios, and algorithmic tools across a multi-office platform to manage client relationships and portfolios.

Robert Kirby is a financial advisor at RWM Capital, LLC with the Series 65 designation and one year of industry experience. Prior to joining RWM Capital, he served in the Mississippi Air National Guard for 37 years. RWM Capital, LLC provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations implemented through model portfolios and sub-advisers, combining multi-office scale and algorithmic allocation tools to manage approximately $222 million across 1,437 client relationships.