Meet the Team

Financial Planning at its B.E.S.T.

Our Experience

Our team has a wealth of knowledge to serve you. Our backgrounds include a heavy focus on financial planning, a research-based investment philosophy, and income tax strategies. It’s this focus that allows us to provide you with truly exceptional advice!

Brad Tinnon

FOUNDER

CERTIFIED FINANCIAL PLANNER™

CHARTERED RETIREMENT PLANS SPECIALIST℠

Daniel Berg

INCOME TAX SPECIALIST

Wendy Tinnon

CLIENT SERVICES MANAGER

Robin Worley

ADMINSTRATIVE ASSISTANT

Our Mission

B.E.S.T. Wealth Management, LLC was founded on the principle that everybody deserves financial planning advice and help with investing money.

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B.E.S.T. Wealth Management, LLC is a registered investment adviser with the State of Missouri and Texas. B.E.S.T. Wealth Management, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemptions or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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