Home | C 1 Wealth Management

Client Focused

Discover the difference that a veteran team of independent financial professional's working on your behalf can do for you.

Client Centered

The C1 Check-up is where we gather data, learn what is important to you and start our analysis.

Client First

We shop the marketplace on your behalf to find maximum value available for the products and/or services needed to accomplish your goals.

"Client Focused — Client Centered — Client First"

Assess

This C1 Check-Up The C1 check-up is a full financial review that looks at everything from insurance to investments. We analyze your current situation and provide a blueprint for accomplishing your financial goals. C-1 Check-Up is where we gather data, learn what is important to you and start our analysis.

Optimize

We shop the marketplace on your behalf to find maximum value available for the products and/or services needed to accomplish your goals.

Implement

After receiving our recommendations if you choose to move forward, we put into action the recommendations you have chosen.

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Retirement

Retirement

We create strategies tailored to your goals and personalized situations.

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Insurance/Risk Management

Insurance/Risk Management

From business owners to individuals, our experience can help you protect what you value.

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Investment

Investment

Utilizing data driven models we align your portfolio with your goals and continue making necessary adjustments along the way.

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Meet Our Team

Jacob O'Banion*

Jacob O'Banion*

President - CEO

Steve Oakes

Steve Oakes

VP - Risk Management

Anne Gannom

Anne Gannom

Financial Professional

Shirley Stanback

Shirley Stanback

Financial Professional

Jennifer Bridgeford

Jennifer Bridgeford

Financial Professional

Kenn Wohlhuter

Kenn Wohlhuter

Financial Professional

Jason Roesler

Jason Roesler

Financial Professional

Tim Haworth

Tim Haworth

Financial Professional

Tasha Estrada

Tasha Estrada

Account Executive

Christie Oxford

Christie Oxford

Account Executive

Melissa Thrash

Melissa Thrash

Account Executive

Angie Tonkin

Angie Tonkin

Account Executive

Charity Shumway

Charity Shumway

Customer Service Representative

David Anderson

David Anderson

Financial Professional

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