Tencap Wealth Coaching

Dalton Forsythe is a financial advisor at TenCap Wealth Coaching with Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at MassMutual Life Insurance Company and MML Investors Services, and currently serves as CFO and board member of the Inclusive Sports Foundation, a nonprofit focused on inclusivity in sports for special needs individuals. He is also the Assistant Athletic Director of Name, Image, and Likeness (NIL) at Utah State University. TenCap Wealth Coaching provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and co-advisory services with third-party managers, operating from multiple offices and maintaining affiliations with other investment advisers and an insurance entity.

Nicholas Carrigan is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Tencap Wealth Coaching, a team-based firm, and previously operated as a sole proprietor. Outside of his advisory role, he owns Wealtharbor, LLC, which provides business consulting to advisors and offers fixed insurance products. Tencap Wealth Coaching delivers discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm emphasizes tailored asset management based on client goals and risk tolerances and maintains co-advisory relationships with other investment advisers.

Raymond German is a financial advisor with Tencap Wealth Coaching and holds a Series 65 credential. He has 10 years of industry experience and is also the president of German Law Group, a law firm specializing in estate planning, trust administration, and probate. He has worked at Tencap Wealth Coaching since 2024 and has been involved with INVEST WISE, LLC dba German Wealth since 2014. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm delivers investment advice primarily through tailored discretionary asset management and also offers co-advisory services with third-party managers.

Kevin Whisenant is a financial advisor at Tencap Wealth Coaching with three years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in financial services since 2001 through Whisenant Financial Services Inc., where he also acts as an insurance agent. Outside of his advisory role, he manages The KC7NMW Trust. Tencap Wealth Coaching provides investment advice and planning services to individuals, corporations, and retirement plans, primarily managing discretionary, client-specific portfolios. The firm employs third-party models and co-advisory arrangements while offering comprehensive financial planning and retirement consulting.

Gregory Black is a CFP® and ChFC® with 17 years of industry experience. He is affiliated with Tencap Wealth Coaching and has served as president of the Grant Taggart Symposium Committee, which organizes an annual event for financial advisors. He is also the owner of Tencap Legacy, LLC, a licensed life insurance agency. Tencap Wealth Coaching provides investment advice and planning services to individuals, corporations, and retirement plans. The firm manages discretionary portfolios tailored to clients’ objectives and risk tolerances, offering financial planning and consulting through a co-advisory model with Matson Money and other platforms.

Rock Allen Sr. is a financial advisor at Tencap Wealth Coaching with 10 years of industry experience. He holds a Series 65 license and has worked at firms including Evident Wealth Management and his own sole proprietorship. In addition to his advisory work, he practices law through his own firm, Rock Winchester Allen - Counsellor at Law, PLLC. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm delivers investment advice primarily through discretionary asset management tailored to client goals, while also offering co-advisory services and ongoing retirement plan consulting.

Bonita Bell Andersen is a financial advisor at Tencap Wealth Coaching with 21 years of industry experience. She holds the ChFC® and Series 63 designations and has worked with firms including Freedom Financial Coaching and Triad Wealth Management. Additionally, she operates as an independent insurance agent in St. George, UT. Tencap Wealth Coaching provides investment advice and planning services to individuals, corporations, and retirement plans, managing discretionary portfolios tailored to clients' objectives and risk tolerances. The firm uses third-party models and co-advisory arrangements, including partnerships with Matson Money, and offers comprehensive financial planning across retirement, tax, estate, and cash-flow topics.

Robert Galeria is a financial advisor with Tencap Wealth Coaching, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also the managing member and owner of Oakstead Infusion Pharmacy and Oakstead Infusion Pharmacy of Eastern Idaho LLC. Additionally, he works as an independent insurance agent. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and ongoing retirement plan consulting, operating from multiple offices with formal affiliations to other advisory and insurance entities.