Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

She practices in Corona, CA. Dr. Wheeler also supervises the LOW FEE COUNSELING CENTER. She is a popular presenter and speaker and has presented tools for therapists at local CAMFT chapters. Dr Wheeler is the author of several books designed to teach tools to people interested in releationship and personal growth. Dr. Wheeler has more than 35 years of experience treating both couples and individuals, and she specializes in using TOOLS to accelerate therapy progress and healing. She offers couples the tools to grow out of unhealthy patterns and raise their relationship to a higher level of love. Tools for individual therapy helps clients improve their lifestyle and reduce stress from buried feelings that cause triggers, moods, anxiety, depression and anger. Dr.Wheeler incorporates a blend of conventional and alternatives approaches, drawing upon a wide variety of styles and techniques. Dr. Wheeler offers groups and workshops which make therapy more effective and affordable and are a good supplement to on-going therapy. She also offers training groups to therapists in using tools with couples. Dr. Wheeler is the founder of the Therapist Speaker’s Bureau.

We help individuals and families experience financial peace so they can focus their lives on what matters most. We accomplish this by implementing a variety of effective strategies to combat the risks associated with retirement and help ensure that one's Golden Years are just that - truly golden. McKell Partners provides wealth management services including retirement planning, estate planning, tax strategy, investments, and insurance.