Interwise

Matthew Walker is a financial advisor at Interwise with 12 years of industry experience. He holds a Series 65 designation and has worked at Valued Wealth Advisors and Independent Financial Group. Outside of financial advising, he is involved in developing and managing assisted living facilities through multiple business ventures and serves as a mortgage loan officer. Interwise serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm builds tailored, diversified portfolios using a mix of individual securities, managed accounts, and alternative investments, supplementing in-house management with third-party relationships and maintaining a comprehensive review process.

Cesily Tippetts is a financial advisor at Interwise with a Series 65 credential and four years of industry experience. Prior to joining Interwise, she worked in the education sector with Canyons School District at Quail Hollow Elementary. Interwise serves individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm uses tailored, diversified portfolios with a combination of direct investments, separately managed accounts, and third-party managers, along with affiliated tax and accounting services.

Taylor Wagner is a financial advisor at Interwise with a Series 66 designation and five years of industry experience. His prior work includes roles at Chauner Securities, Valued Wealth Advisors, Vonderharr Wagner Associates, Independent Financial Group, and KPMG. Outside of his advisory work, Wagner performs as a member of a band. Interwise serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm focuses on tailored, diversified portfolios and combines in-house management with third-party managers and alternative investments.

Parker Wagner is a financial advisor at Interwise with a Series 66 designation and three years of industry experience. His prior roles include positions at Chauner Securities, Valued Wealth Advisors, and Independent Financial Group. Outside of his advisory work, he creates technology-related video content and affiliate marketing through his own social media channel, Tech by Parker. Interwise serves individuals, trusts, retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm focuses on tailored, diversified portfolios and integrates in-house management with third-party managers, offering services that include the use of individual securities, managed accounts, and alternative investments.

Richard Wagner is a financial advisor at Interwise with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Chauner Securities Inc and Valued Wealth Advisors, LLC, where he is a principal. Wagner also provides tax and accounting services through Interwise Tax, LLC and serves as president of Balanced Advisors, Inc., an SEC-registered investment adviser. Interwise offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages diversified portfolios using equities, fixed income, ETFs, mutual funds, and alternative investments, often incorporating third-party managers and maintaining ongoing suitability reviews.