At Xponify Financial, we believe in helping you become the best version of your financial self. We came up with our name when trying to nail down a word that describes the act of always getting better. There’s always more to strive for, always something to save for, and always more informed decisions to be made. We’re here to help you xponify your financial freedom.
At Xponify, we believe in giving every client the customized financial plan they deserve. We put you first and make recommendations based on your unique needs and inspirations. This individualized attention means that everyone receives the best treatment we can provide. We want to help you xponify your life and never look back.
Our personalized financial plans can help you pursue your goals and successfully navigate the many milestones life throws your way. Let’s get started today.
Wheeler Pulliam, PhD
Managing Partner
Michael Eckert
Chief Marketing Officer
Marc Mattox*
VP of Operations
Camille
Head of Client Relations
Brent Gentsch
Compliance Officer
Kurt Opella
Cetera Advisor Networks
OSJ Manager
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.