Our financial advisors help families achieve their retirement goals through personalized wealth management and financial planning services. Learn more about our professional team below.
We are fee-based independent financial advisors who are passionate about your financial planning and wealth management. Our mission is to provide you with unbiased financial planning advice, backed by solid independent research, so you can protect, preserve, accumulate and transfer wealth in the most cost-effective, tax-efficient manner possible. We also give you the resources and tools you need to make your financial life easier and help you stay on track with reaching your retirement goals. Tools like our Asset Map software and RightCapital financial planning app that can help you organize your financial life and visualize it through retirement. As your financial advisor and personal CFO, we strive to ensure that your decisions remain focused, that you follow through with your financial plans, and that you take precautions to protect what you’ve worked hard for. Whether you are currently building your personal empire or getting ready to step back and relax, you’ve earned the right to let someone else help you cross the finish line.
President, Office of Supervisory Jurisdiction (OSJ) - Lewisville Main Officekris@gwadvisors.net
Managing Partner - Angleton & Sweeny Officesdean@gwadvisors.net
Managing Partner - Houston Officetom@gwadvisors.net
Wealth Manager - Midland Officeben@gwadvisors.net
Wealth Advisor - Dallas Satellite Officekevin@gwadvisors.net
Wealth Advisor - Angleton Officemike@gwadvisors.net
Wealth Advisor - Pittsburgh Officegerard@gwadvisors.net
Paraplanner - Houston Officesierra@gwadvisors.net
Client Service Associate - Lewisville Main Officekamryn@gwadvisors.net
Client Relationship Manager - Lewisville Main Officetiffany@gwadvisors.net
Client Service Associate - Angleton Officetammy@gwadvisors.net
Client Relationship Manager - Angleton Officeeileen@gwadvisors.net