David Rawson is a Series 65-licensed financial advisor with one year of experience, currently serving at Three Phases Wealth Advisors LLC. Prior to this, he has held roles at FranklinCovey and Centsei LLC, where he is also involved as a financial coach providing personal finance guidance. Outside of his advisory role, Rawson works in leadership training at FranklinCovey. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, offering comprehensive financial planning and discretionary investment management. The firm emphasizes tailored planning that covers a wide range of financial topics and integrates educational resources and materials from Centsei LLC into its services.

Daniel Ockey is a financial advisor at Three Phases Wealth Advisors LLC with a Series 65 designation and one year of industry experience. He has worked at Crisp, Qualtrics, and served as an owner and co-founder of Centsei LLC, a personal finance coaching business, since 2018. He manages a team of coaches and independent contractors in that role, dedicating a significant portion of his time to the business. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, providing comprehensive financial planning and discretionary investment management through a fee-only model. The firm emphasizes a tailored planning process covering various financial topics and integrates educational resources from Centsei LLC at no additional cost to clients.