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Who We Are

Meet Our Team

Our team is made up of seasoned professionals who bring years of experience, market insight, and a client-focused approach to every interaction.

The Weddle Team

Meet the People Behind the Plan

Click on a profile of a team member below to expand their profile and learn more about their role at The Weddle Team!

Certified Financial Planner®, CFP®

A CFP® professional is a financial advisor who has earned certification to provide financial planning services to individuals. This can include creating personalized plans for investments, retirement, insurance, education financing, tax strategies, and estate planning. One of the most significant aspects of a CFP® professional role is their commitment to act as a fiduciary, always prioritizing their client’s best interests.

CFP® professionals are supposed to take a holistic approach to financial planning. They begin by thoroughly evaluating a client’s entire financial picture. This includes assessing income, assets (such as investments and property), and liabilities (like mortgages or student loans). Based on this detailed assessment and the client’s specific goals, they develop a tailored financial plan.

Certified Exit Planning Advisor, CEPA

The Certified Exit Planning Advisor (CEPA) is a unique credential that allows professional advisors to deeply engage with business owners and help them plan every aspect of their personal finances. Whether you are looking to sell or transition out of the business when retirement rolls around, a CEPA can help you plan for a successful transition.

Many business owners struggle to align their personal finances, only paying attention to the business finances. Having an advisor on your team that possesses the CEPA designation will help you build a more valuable company, align your financial goals and create a solid personal financial plan that can help you confidently transition into a successful retirement.

Chartered Life Underwriter®, CLU®

A CLU® is a professional designation for financial advisors, insurance agents, and planners who specialize in life insurance, estate planning, and wealth transfer strategies. It’s considered one of the most respected credentials in the insurance and financial services industry, particularly for those focusing on life insurance and estate planning.

Professionals with a CLU® designation are seen as experts in protecting client wealth, designing insurance solutions, and developing long-term estate plans, making them highly trusted advisors in personal and business financial matters.

Accredited Investment Fiduciary®, AIF®

The Accredited Investment Fiduciary® (AIF®) is an ethical certification issued by Fi360. That body is sometimes known by its former name, the Center for Fiduciary Studies.

An AIF® has completed Fi360’s course on ethical behavior and fiduciary services. The advisors have learned to balance their business interests against a client-first (or fiduciary) approach.

The AIF® credential focuses on improving client service. However, it also aims to make professional life safer for financial advisors. For example, part of the course involves best practices and documentation. That can help financial advisors avoid mismanagement claims by having proper documentation and avoiding conflicts of interest.

“Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”

Why Us?

Why Choose The Weddle Team?

At The Weddle Team, we combine industry expertise with a personalized touch. We are dedicated to helping individuals and families navigate their financial journey with confidence and clarity.

Personalized Financial Strategy

Tailored to your specific goals and lifestyle.

Expertise in Investment Management

Designed to help you grow and preserve wealth.

Proactive Planning

Adjusting your financial plan as life evolves.

Client-Centered Approach

Your financial success is our priority.

PhD

Dinah has remarkable financial planning skills and extensive experience helping clients with achieving wealth. She graduated with Highest Honors with a B.S. from Southwest Texas University, M.S. from Texas Tech University, M.A. and Ph.D. from the Claremont Graduate School where she studied under Peter Drucker. She is also a Level III graduate of the Securities Industry Institute of the Wharton School of Business at the University of Pennsylvania.

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Financial Advisor

At the Weddle Team, our Financial Advisors help individuals and businesses make smart, strategic decisions with their money.

For personal clients, we offer guidance on saving, investing, and planning for major life events.

For businesses, we support financial planning, cash flow management, and long-term growth strategies—ensuring clients stay on track and financially confident.

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Licensed Insurance Agent, K&A

A Licensed Insurance Agent in Kansas, often referred to as a “producer,” is an individual authorized by the Kansas Department of Insurance to sell and offer insurance products on behalf of an insurance company. They represent the insurance company and are responsible for understanding and meeting the insurance needs of potential clients. 

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Certified Exit Planning Advisor, CEPA

The Certified Exit Planning Advisor (CEPA) is a unique credential that allows professional advisors to deeply engage with business owners and help them plan every aspect of their personal finances. Whether you are looking to sell or transition out of the business when retirement rolls around, a CEPA can help you plan for a successful transition.

Many business owners struggle to align their personal finances, only paying attention to the business finances. Having an advisor on your team that possesses the CEPA designation will help you build a more valuable company, align your financial goals and create a solid personal financial plan that can help you confidently transition into a successful retirement.

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Accredited Investment Fiduciary®, AIF®

The Accredited Investment Fiduciary® (AIF®) is an ethical certification issued by Fi360. That body is sometimes known by its former name, the Center for Fiduciary Studies.

An AIF® has completed Fi360’s course on ethical behavior and fiduciary services. The advisors have learned to balance their business interests against a client-first (or fiduciary) approach.

The AIF® credential focuses on improving client service. However, it also aims to make professional life safer for financial advisors. For example, part of the course involves best practices and documentation. That can help financial advisors avoid mismanagement claims by having proper documentation and avoiding conflicts of interest.

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Certified Financial Planner, CFP®

A CFP® professional is a financial advisor who has earned certification to provide financial planning services to individuals. This can include creating personalized plans for investments, retirement, insurance, education financing, tax strategies, and estate planning. One of the most significant aspects of a CFP® Professional role is their commitment to act as a fiduciary, always prioritizing their client’s best interests.

CFP® professionals are supposed to take a holistic approach to financial planning. They begin by thoroughly evaluating a client’s entire financial picture. This includes assessing income, assets (such as investments and property), and liabilities (like mortgages or student loans). Based on this detailed assessment and the client’s specific goals, they develop a tailored financial plan.

Chart Data Streamline Icon: https://streamlinehq.com

Chartered Life Underwriter®, CLU®

A CLU® is a professional designation for financial advisors, insurance agents, and planners who specialize in life insurance, estate planning, and wealth transfer strategies. It’s considered one of the most respected credentials in the insurance and financial services industry, particularly for those focusing on life insurance and estate planning.

Professionals with a CLU® designation are seen as experts in protecting client wealth, designing insurance solutions, and developing long-term estate plans, making them highly trusted advisors in personal and business financial matters.

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Certified Investment Management Analyst®, CIMA®

The certification is offered by the Investments and Wealth Institute. The designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement. Those with the CIMA® designation typically focus on investment consulting.

The main reason for this is that the CIMA® credential allows these advisors to significantly raise their rates. Additionally, CIMA®s have to show they are skilled not only in finance but also business strategy, management and operations. This means they are well-prepared to assess risk and make decisions for entire corporations or funds. For the same reason, they are often better suited to advise wealthier clients and large corporations.

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Account Administrator

In wealth management, an Account Administrator primarily supports wealth managers by handling administrative tasks related to client accounts and ensuring smooth communication. They manage documentation, onboard new clients, and coordinate with internal teams to maintain accurate records and efficient operations.

Associate

A Wealth Management Associate supports financial advisors by assisting with client portfolio management, developing financial plans, and providing client service. They also contribute to the firm’s operational activities, such as reporting, trading, and marketing. In essence, they are the bridge between the financial advisor and the client, ensuring efficient and effective wealth management practices.

Practice Manager

A Practice Manager in wealth management is responsible for the day-to-day operations and administrative functions of a wealth management practice, ensuring smooth operations and client satisfaction. They handle tasks like appointment setting, client services, new business development, and overall office management. In essence, they support the financial advisors and other staff in the wealth management practice, allowing them to focus on serving clients.

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