About Our Advisors

 

 

Don Hilburn

----------------------------------------------
Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC, Don L. Hilburn Registered Principal

Advisory Services offered through Royal Alliance Associates, Inc., a Registered Investment Advisory Firm, Don L. Hilburn, Financial Planner

Don is the President and a founding member of Wealthbrook Advisors. With two decades of financial experience in both institutional and personal investing, Don's primary objective is to help Wealthbrook clients achieve their financial goals . He currently focuses on individuals, small business and professional groups, and utilizes a moderately conservative approach to investing. Don believes that success is dependent on time and patience – on the part of both the client and the advisor.

He serves as an Office of Supervisory Jurisdiction and Branch Manager of Royal Alliance Associates, Inc. as well as providing direct financial planning services to clients. Don's industry registrations include Series 24 (General Securities Principal), Series 7 (General Securities Representative), Series 63 (Securities Agent State Law Registration) and Series 66 (Uniform Investment Advisors Law) held at Royal Alliance. Don is also security licensed in 17 states, including Texas, California, and both of the Carolinas.

 


 

 

Don Kizer

----------------------------------------------
Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC, Don Kizer, Registered Representative.

Don is a graduate of Wingate College in Wingate, N.C. Don's client base is primarily composed of self-employed professionals and business owners. After in-depth interviews, a customized investment and insurance plan is created and reviewed to meet each individual's needs. The foundation is then laid for a long-term relationship, with Don's goal being to provide personalized service to each of his clients and become their most trusted advisor.

He and his wife reside in Simpsonville and have one daughter. Don is an avid golfer and loves to fish.

 



 

Ed Wettig, CFP®

----------------------------------------------
Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC, Ed Wettig Registered Representative

Advisory Services offered through Royal Alliance Associates, Inc., a Registered Investment Advisory Firm, Ed Wettig, Financial Planner
 


Ed has worked as a Financial Advisor for 13 years, all with Morgan Stanley Smith Barney. At MSSB, Ed received the National Sales Director’s Award and the Financial Planning Specialist designation. In 2007, Ed completed the 18-month training program and passed the CFP® exam and proudly serves his clients’ needs as a Certified Financial Planner™. 

Ed, originally from Kansas, graduated from Kansas State University with a bachelors degree in Hotel and Restaurant Management, and worked for the Marriott Hotel Corporation for five years before moving to his present home state of Oregon.

Ed believes that the interests of his clients must always come first. His goal is to provide clients with the information and guidance necessary to make sound financial decisions. Wettig Capital Management provides a full range of financial services* for those who want to help preserve and increase their financial assets.

Ed is married to Holly and has two children and two step-children and enjoys golf, fishing and hiking the many trails in Central Oregon.




Thomas A. (Tac) Caldwell, III, CFA®

----------------------------------------------
Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC, Tac Caldwell Registered Representative

Advisory Services offered through Royal Alliance Associates, Inc., a Registered Investment Advisory Firm, Tac Caldwell, Financial Planner

Having been in the financial services industry for 30 years, I feel that I am uniquely qualified to help my clients with their financial life. I work hard to get to know my clients in order to help them understand their current situation and plan for the future. 

My education includes a Bachelor of Science & a Masters of Business Administration degree as well as a Chartered Financial Analyst designation. My career spans forest management, loan analysis & note perfection, commercial mortgage loan origination & equity analysis for an insurance company and management of over $200 million in trust department portfolios for a regional bank. I have been Series 7, 66, & 31 licensed for over 5 years as a Financial Advisor for a large brokerage.

I am now with Wealthbrook Advisors and looking forward to a long career with them helping people feel confident with their financial future.                     

 

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.