At CWM we want to be your main source for all your financial concerns. We are a multi-generational group of credentialed individuals who work as an integrated team to actively manage portfolios and plan for important financial transitions. We continuously invest in ourselves through our commitment to continued education, staying up to date with ever changing tax laws and other legislation.

Meet Your Team

Jeffrey G. Cribbs, CFP®

Managing Principal

Nicholas J. Thompson, CFP®

Principal and Portfolio Manager

Whitney Harris Ribbens CFP®, CMT®

Principal and Portfolio Manager

Kevin O’Donnell

Associate Advisor

Katie Winson

Client Services Coordinator

Be proactive and take the first step by scheduling a free introductory meeting with us today.

Schedule a meeting