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| Our Advisory Team |
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David R. Anderson
Investment Advisor
Email: David@moneywiseguys.com
CA Insurance #0D91393
David Anderson is an owner of Moneywise. As a licensed investment advisor, he meets with clients, prepares financial plans, develops strategies to help clients achieve their financial goals, and makes investment recommendations. David is also the lead host of the Moneywise Radio Show, which airs from 10 a.m. to noon weekdays on KERN 1180 AM.
David has 10 years of financial planning experience, with a specialty in retirement planning and portfolio management. He is also a licensed California insurance agent. He studied technical sales at Weber State University in Ogden, Utah.
“My core philosophy is that to become financially independent you need to focus on those things you can control rather than those that you can’t control, like tax law. Focus on your own personal management,” he says.
Before Moneywise, David co-founded WA consulting, an investment firm for seniors. When the company acquired Moneywise, he gained an unexpected new role in the community: lead host of the radio show. This has allowed his personality to emerge as one who can break down a complex financial issue and not only make it understandable, but also make it humorous. David is regularly called upon by local media as an expert in the field of finance.
“It’s a great way to communicate with clients and educate the community on how to be financially responsible,” he said.
David volunteers as a Court Appointed Special Advocate for children and is the father of three children adopted through the foster system. He enjoys ocean kayaking, playing guitar and writing music. |
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Sherod B. Waite
Financial Advisor
Email: Sherod@moneywiseguys.com
CA Insurance #0C67086
Sherod Waite is an owner of Moneywise. He wears multiple hats as CEO of the wealth management company, co-host of the Moneywise Radio Show, and as a financial advisor. In the latter role he advises clients on investments and financial planning.
Sherod has a bachelor’s degree in business administration with an emphasis in finance from California State University, Bakersfield. He is a licensed investment advisor and holds Series 7, 24 and 66 securities licenses. He co-founded WA Consulting, an investment firm for seniors, before acquiring Moneywise.
He particularly enjoys co-hosting the radio show, something he never imagined himself doing. The show keeps the firm current on financial news and accountable to not only their clients but to the larger community.
“I enjoy the interaction with callers,” Sherod says. “I enjoy giving information on what’s new and current, whether it’s financial reform or upcoming legislation or new planning techniques or investment strategies.”
Sherod is married and has three boys, whom he teaches about budgeting and keeping track of their allowance money. He enjoys the outdoors and spending time with his family. |
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Paul L. Anderson
Investment Advisor
Email: Paul@moneywiseguys.com
CA Insurance #0F08860
Paul Anderson is an owner of Moneywise. As the Vice President of Marketing and Business Relations, he manages public relations for the wealth management company.
Paul has 16 years of experience as a business administrator, including 10 years administrating skilled nursing facilities in Utah and Nevada. He moved to Bakersfield in 2004 to help launch WA Consulting, a financial advising firm for seniors. When the firm purchased Moneywise, he attained a new item in his job description: radio show co-host. The Moneywise Radio Show airs from 10 a.m. to noon weekdays on KERN 1180 AM.
“The radio show is great because we get to know some of the most interesting people in Bakersfield and people who’ve really made a difference,” he said. “It brings our business a much richer experience because instead of just offering financial planning, the show broadens our ability to get involved with the community.”
Paul is a Contributing Columnist for the Bakersfield Californian and enjoys educating others on financial matters.
Due to his interest and experience with seniors, Paul is a sought-after speaker on financial issues facing aging adults. He speaks to senior and veterans groups, and has served on the board of the Alzheimer’s Disease Association of Kern County.
Paul has a bachelor’s degree in health administration from Weber State University in Ogden, Utah. An entrepreneur since childhood, he opened his own laser tag business in high school.
He lives in Bakersfield with his wife Diana and their four children. He enjoys playing guitar, writing songs and spending time with his family. |
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Garro L. Ellis
Financial Advisor
Email: Garro@moneywiseguys.com
CA Insurance #0C49496
Garro Ellis is a Financial Advisor and co-founder of Moneywise. In this role, he meets with individuals, couples, families and companies to understand their life goals and help them plan how to reach those goals financially – especially retirement.
Garro received his license to sell securities in 1998. He has a degree in business, commerce and industry from University of Wyoming, where he also played football on scholarship. He has 20 years of experience keeping tabs on financial markets by using technical analysis – a way of analyzing the market by comparing past trends to indicate future performance.
“I’m intrigued by all the moving parts on Wall Street, where there is never a dull moment. There will always be something to learn or understand, which motivates me to pay attention or take an extra moment to study something,” Garro said.
In addition to his duties as a financial advisor, Garro also alternates co-hosting the Moneywise Radio Show 10 a.m. to noon on KERN 1180 AM.
“My specialty is educating listeners on all aspects of personal finance related to investing, with an emphasis on properly allocating portfolios given the economic environment,” he said. “I cover all topics related to financial advising, economics, stocks, bonds, and Wall Street’s thought process - bringing Wall Street to Main Street if you will.”
Garro was an actor in the early 1990s and has performed on stage, on television, and in movies. He has also dabbled in country music and has written more than 30 songs. He loves his wife Cheryl and is the proud father of three daughters, Kirby, Kassidy and Kapri. |
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Kris Pelster
Financial Advisor
Email: Kris@moneywiseguys.com
CA Insurance #0F20931
Kris Pelster is a registered representative as well as a financial advisor for Moneywise. As part of his client building activities, he schedules and promotes the firm’s events that are geared to help participants make the best use of their company’s sponsored retirement plan, such as a 401k, 403b or SIMPLE Plan. He also meets with clients to advise them on their investments and help them make sense of their financial plans.
Before becoming a financial advisor, Kris worked with special education children in public schools. Now, he enjoys educating people about the ever-changing financial world.
“If people have a better understanding of finances, they are more likely to properly plan for the future and be able to live the retirement life they are working so hard for,” he says.
Kris holds both the Series 7 and 66 securities licenses, as well as a California life insurance license. He has a bachelor’s degree in communications with a minor in business from California State University, Bakersfield.
He is married to his sweetheart, Jamie, and has three daughters, whom he coaches in softball. He also teaches a class for young, married couples at his church and enjoys sports, off-roading, and remote-controlled airplanes. |
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Tiffany Oliver
Administrative Assistant
Email: Tiffany@moneywiseguys.com
Tiffany Oliver assists the financial advisors at Moneywise in client services, opening and transferring accounts, distributions, and any other administrative needs of the clients. She enjoys working with the clients and the team at Moneywise.
“My every day goal is to serve the clients and make sure they are taken care of and know they‘re important. We are proud of Moneywise and recognize it’s our clients that make Moneywise what it is. ”, she says.
Tiffany studied liberal studies at Bakersfield College and California State University, Bakersfield. Tiffany loves to spend time with her son. |
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Michele Burrow
Receptionist
Email: Michele@moneywiseguys.com
Michele came to Moneywise with a background in retail management and customer service. It is immediately clear that Michele has a genuine love for people as she warmly greets and assists all clients and visitors at Moneywise.
“I love the fact that at Moneywise I get to deal with different people every day. I am able to help our clients with their needs. It is real nice to be able to make someone feel good and have an impact on their experience with Moneywise.”
Outside of Moneywise, Michele has a passion for fast cars and racing. In the past she has worked for NASCAR. Since 1996, in her spare time, she has worked as a race official for the SRL Racing Series. Michele loves spending time with her family and supporting her kids in all their extracurricular activities. |
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Lindsay Blake
Administrative Assistant
Email: Lindsay@moneywiseguys.com
Lindsay Blake has a background as an administrative/executive assistant. Benefiting from the experience within both small and large companies, she enjoys playing a supportive role with the advisors as well as working with the clients.
At Moneywise, Lindsay assists the financial advisors in client services, opening and transferring accounts, distributions, and any other administrative needs of the clients.
“I love making an impact and forming a relationship with each client. It makes my day when I am able to solve a problem for them and I can tell they are genuinely grateful and appreciative for how I am able to help.”
She and her husband, Chris, between the two of them, have 7 children ranging from ages 4-12. In her spare time she loves to sew and spend time with her family. |
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Securities offered through: SCF Securities, Inc. Member FINRA/SIPC
Advisory Services offered through: SCF Investment Advisors, Inc.
An SEC Registered Investment Advisor
Corporate Office: 155 E. Shaw Ave. Suite 102 Fresno, CA. 93710
www.scfsecurities.com 800.955.2517
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Kris Pelster (CA Insurance License #OF20931), Sherod Waite (CA Insurance License #0C67086)
Registered Representatives of SCF Securities, Inc.
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