Meet Your Financial Planning Partners

You may hear other financial planning and wealth management firms pledge to be your partner.

Our goal is for you to not only HEAR those words, but to FEEL that promise in every interaction you have with each member of our team.

David Wentland

David Wentland, CFP, CEPA

Founder and Wealth Manager
[email protected]
480-980-6610

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Samantha Large, Ribbon Falls Wealth Management Relationship Manager

Samantha Large

Relationship Manager
[email protected]
704-408-8484

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Andrea Johnson Swope, Ribbon Falls Wealth Management Relationship Manager

Andrea Johnson Swope

Relationship Manager
[email protected]
704-712-2900

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Melissa Murtorff, Ribbon Falls Wealth Management Relationship Manager

Melissa Murtorff

Relationship Manager
[email protected]
980-202-2551

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Justin Edmisten, Ribbon Falls Wealth Management Relationship Manager

Justin Edmisten

Relationship Manager
[email protected]
336-223-4577

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Jon Robinson, Ribbon Falls Wealth Management Portfolio Manager

Jon Robinson

Portfolio Manager

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Brandon Langley, Ribbon Falls Wealth Management Portfolio Manager

Brandon Langley

Portfolio Manager

Read Bio

Joe Crawford, Ribbon Falls Wealth Management Director of Operations

Joe Crawford

Director of Operations

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David Wentland

David Wentland, CFP, CEPA

Founder and Wealth Manager
[email protected]
480-980-6610

Read Bio

Samantha Large, Ribbon Falls Wealth Management Relationship Manager

Samantha Large

Relationship Manager
[email protected]
704-408-8484

Read Bio

Andrea Johnson Swope, Ribbon Falls Wealth Management Relationship Manager

Andrea Johnson Swope

Relationship Manager
[email protected]
704-712-2900

Read Bio

Melissa Murtorff, Ribbon Falls Wealth Management Relationship Manager

Melissa Murtorff

Relationship Manager
[email protected]
980-202-2551

Read Bio

Justin Edmisten, Ribbon Falls Wealth Management Relationship Manager

Justin Edmisten

Relationship Manager
[email protected]
336-223-4577

Read Bio

Jon Robinson, Ribbon Falls Wealth Management Portfolio Manager

Jon Robinson

Portfolio Manager

Read Bio

Brandon Langley, Ribbon Falls Wealth Management Portfolio Manager

Brandon Langley

Portfolio Manager

Read Bio

Joe Crawford, Ribbon Falls Wealth Management Director of Operations

Joe Crawford

Director of Operations

Read Bio

Let's Talk

To discuss how we can help build your financial roadmap