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.

Talon Pitchforth is a CFP® with four years of industry experience, currently serving at Interwise. His background includes roles at Charles Schwab, Chauner Securities, and Franklin Covey Co. He is also involved in tax preparation and accounting through Interwise Tax, a separate business activity. Interwise serves individuals, trusts, employer retirement plans, and business entities with discretionary asset management, retirement plan consulting, and financial planning. The firm uses tailored, diversified portfolios with a mix of direct securities, separately managed accounts, and third-party managers, and integrates tax and accounting services alongside investment advisory.

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 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Independent Financial Group, LLC, and Valued Wealth Advisors, LLC, where he is also an officer. Wagner is involved in tax and accounting services through Interwise Tax, LLC, and owns a business that provides payroll referral services. Interwise serves individuals, trusts, retirement plans, and business entities with discretionary asset management, retirement plan consulting, and financial planning. The firm uses tailored, diversified portfolios combining direct investments and third-party managers, and it integrates tax and accounting services alongside brokerage activities.