Detailed planning is OUR CORE CAPABILITY

At the Wyndham Group, we take great pride in our accomplished team. Each member was carefully selected for the individual strengths and integrity they bring to our clients.

Rob, Wilson, and Kelsey are the core of the group, providing a time tested wealth management process, real life financial planning solutions, and exceptional service. Together, we create a competent and encompassing knowledge base that you can rely on.

At the end of the day, our success is sustained by the people we serve. At the Wyndham Group, we build lifelong relationships with our clients. Long term thinking and a committed partnership help our clients achieve more.

The Advisory Team

(left to right): Wilson Chen, Rob Pollard, and Dan Brodlieb

(left to right): Wilson Chen, Rob Pollard, and Dan Brodlieb

Dr. Wilson Chen, BSc., DDS, CFP®, FMA
CERTIFIED FINANCIAL PLANNER™ Dentist
Robert Pollard, CIM, FCSI
Senior Portfolio Manager, Private Client Group
Daniel Brodlieb, BA, CIM®
Senior Portfolio Manager

The Financial Planning Team

(left to right): Devin Bourbonnais, Wilson Chen, and Mina Huang

(left to right): Devin Bourbonnais, Wilson Chen, and Mina Huang

Devin Bourbonnais
Trading and Research Specialist
Dr. Wilson Chen, BSc., DDS, CFP®, FMA
CERTIFIED FINANCIAL PLANNER™ Dentist
Mina Huang
Senior Tax Advisor

The Trading Team

Kelsey Lewis and John Whyte 

Kelsey Lewis and John Whyte

Kelsey Pirnak
Trading & Research Specialist
John Whyte
Trading & Research Specialist

The Administrative Team

admin-team-newphoto
Carole Nollner
Senior Investment Advisor Associate
Denise Pinto
Administrative Assistant
Julie Le
Administrative Assistant