Edmond, OK 17935 N Penn Ave Office

Dirk is a dedicated Wealth Advisor with a passion for empowering individuals and families work towards achieving their financial goals through a thoughtful, values- and goals-based planning approach—anchored in an evidence-based investing philosophy. Originally from South Africa, Dirk’s international background allows him to appreciate the wide range of beliefs, attitudes, and behaviors that influence financial decision-making. This global perspective enables him to craft personalized strategies that align closely with each client’s unique values and life vision. Dirk earned his degree in Accounting from the University of Stellenbosch, a leading institution in South Africa. He is a CERTIFIED FINANCIAL PLANNER™ professional and an active member of the Financial Planning Association (FPA). Residing in Oklahoma, Dirk, his beloved wife Randee, and their son, Abraham find their haven amidst the tranquil beauty of nature. Amidst his professional dedication, Dirk finds solace in nurturing his passions for golf, scuba diving, fly fishing, and the thrill of exploring new destinations.

Shawn Peschke is a CFP® professional with 23 years of industry experience, currently affiliated with CWM, LLC and Tungsten Wealth Management. His prior experience includes nine years at LPL Financial and six years at Arvest Asset Management. He is involved in Evergreen, a business entity for tax and investment purposes. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs discretionary portfolio management using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized tools.

Paul Aragona is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at LPL Financial, Home Bank, and St. Martin Bank & Trust. Aragona is also involved in real estate development and property flipping. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, and retirement-plan solutions.