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Meet Our Team

AT THE CENTER OF YOUR FINANCIAL LIFE

At Physician's Wealth Solutions, our team is dedicated to providing the very best service; working with you to develop solutions that fit your individual needs. Our emphasis on client satisfaction and specialized attention combined with our unique skills creates a climate of success.

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Partners

Zachary Esplund CFP®, ChFC®, CLU®, CAP®, RICP®

Wealth Management Advisor

Trevor Flota CFP®, ChFC®, RICP®, CLU®

Wealth Management Advisor

Support Team

Ashley M Esplund

Chief Operations Officer

Erin Kilburn

Insurance Coordinator

Kelley Gustave

Director of Investments

Anuj Acharya

Financial Planning Analyst

Jonathan Egler

Financial Planning Analyst

Jack Thomas Schneider CPA

Client Service Representative