Meet Our Team

Behind every bold retirement is a team that believes deeply in uncovering what’s possible.

We understand the personal changes you experience as retirement approaches, and we’re ready to walk you through this journey step-by-step. That’s why we take the time to truly know you, your story, and what matters most—because the guidance you receive should be intentional and personal.

Nathan Yeomans

President, Wealth Advisor

Lucas Wandell, CFP®, ChFC®, CRPC™

Wealth Advisor

Tiffiny Orndorff

Wealth Management Operations Manager

Veronica Holguin

Client Experience Coordinator

Is Design Wealth right for you?

We’re known for taking bold action, leading with integrity, and doing the right thing (even when it’s hard).

If you’re ready to learn what that means for you, let’s talk.