Wilkerson Advisory Group LLC

Thomas Squires is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Wilkerson Advisory Group LLC and has a background in tax consulting and preparation through ownership roles in multiple related businesses. His other business activities include tax planning and consulting as a CPA. Wilkerson Advisory Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans, offering discretionary investment management and retirement-plan consulting services. The firm combines a top-down tactical asset-allocation approach with sector rotation and various analytical methods, utilizing third-party risk analysis and incorporating alternative strategies when appropriate.

Benjamin Dierkes is a CFP® with 13 years of experience in financial advising. He is currently with Wilkerson Advisory Group LLC and has held roles at WR Wealth Planners LLC, The W Group, V Wealth Advisors LLC, and LPL Financial. He is also involved in tax consulting through WR Tax Planners LLC. Wilkerson Advisory Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans with discretionary investment management and retirement-plan consulting. The firm employs a macro, top-down tactical asset allocation approach with sector rotation and uses a third-party risk analysis platform to align portfolios and integrate alternative strategies when appropriate.

Graham Buresh is a financial advisor with Wilkerson Advisory Group LLC and holds a Series 65 designation. He has three years of industry experience, including roles at WR Wealth Planners and UMB Financial prior to joining Wilkerson Advisory Group. Wilkerson Advisory Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans with discretionary investment management and retirement-plan consulting services. The firm employs a top-down tactical asset-allocation approach combined with sector rotation and uses third-party risk analysis tools to align portfolios, occasionally recommending private funds and alternative strategies.

Carroll Wilkerson is a CFP® professional with 40 years of industry experience, currently serving at Wilkerson Advisory Group LLC. His career includes roles at Waddell & Reed, The W Group LLC, and WR Wealth Planners LLC. Outside of advising, he is involved as a partner and insurance agent with The W Group, LLC. Wilkerson Advisory Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans, providing discretionary investment management and retirement-plan consulting. The firm’s approach combines macro tactical asset allocation with sector rotation and employs fundamental, quantitative, and technical analysis, using third-party risk platforms and sometimes recommending alternative strategies.