Over a century of collective experience in the financial planning industry
The team at Demand Wealth is passionate about assisting clients with their financial goals. We individually assess your unique financial circumstances and develop strategies that are customized to your needs. Throughout your time with us, we communicate openly and honestly with you in order to increase the efficiency of your portfolio and the likelihood of meeting your goals.
Our Financial Professionals Team*
Brandon Mink
Founder
J. Wade Ellison
Chief Operating & Compliance Officer
Matt Latterell
Client Services Manager
IT Manager
Owen S. Lyons, MBA
Portfolio Manager
Chris Elliott
IT Specialist
Jamie S. Siegal, CDFA®
Certified Divorce Financial Analyst
Mike Anderson, CPA®
Certified Public Accountant
Rachel Morris
Travel Planner
Ryan Morris
Christian Blog Writer
*Demand Wealth team includes external service providers for whom Demand Wealth has a referral only relationship. Demand Wealth does not receive any compensation for those referrals. For more details, see section 14 of Form ADV.