Meet Our Team

Kyle Sadler | President

Senior Investment Advisor

Lindsey Redding | Vice President

Investment Planning Specialist

David Farrell | Vice President

Senior Wealth Strategist

Candis Golden

Director of Client Services

Our Mission

Our mission is to change lives by assisting our clients to achieve their financial goals. We strive for excellence by holding ourselves and our partners to the highest standards. Precept advisors have direct access to an award-winning team of analysts. At Precept, we are committed to helping you pursue your financial goals.

Guiding Principles

Honesty | Integrity | Reliability | Respect

Our guiding principles are the foundation for our actions. We devote our time and energy to understanding your individual financial objectives, and in finding suitable investment recommendations, products and services. We hold true to our core values of honesty, integrity, reliability, and respect.

Our Partners

We have developed relationships with legal counsel, tax advisors, bankers and affiliated professionals to help our clients meet their needs. Here are some representative firms we turn to when helping clients move towards their financial goals.