Jay brings more than three decades of experience advising business owners, professionals, and families through complex financial decisions. He takes a personalized approach—carefully evaluating each client’s goals, risk tolerance, and priorities to help build a strategy aligned with their long-term objectives.

He leverages the collective capabilities of AGT Private Wealth Group of Wells Fargo Advisors and the deep resources of Wells Fargo Advisors and affiliates to deliver thoughtful planning and disciplined investment guidance.

Jay earned a B.A. in Accounting from the University of North Texas. Outside the office, he is active in the local cycling community and is passionate about helping individuals find meaningful career opportunities.

Jason focuses on helping clients make informed financial decisions through a planning-led approach. He evaluates each client’s full financial picture and develops strategies designed to evolve as their needs and goals change over time.

As a CERTIFIED FINANCIAL PLANNER^® professional and Chartered Alternative Investment Analyst, Jason plays a key role in shaping the team’s planning and investment strategy. He is committed to helping families build, manage, and transition wealth with clarity and structure.

Jason earned a B.A. in Accounting from Texas Christian University. He lives in Dallas with his wife and four children.

Henry works with affluent families, business owners, and institutions on complex financial matters, including investment strategy, estate planning strategies, and business transitions. He frequently collaborates with clients’ tax and legal advisors to help ensure strategies are coordinated and aligned.

He has extensive experience in managing concentrated positions, liquidity events, and multigenerational wealth planning.

Henry holds degrees in Economics and an MBA from the University of North Dakota. He is active in the Dallas community and has served in leadership roles supporting charitable organizations.

With more than 20 years of industry experience, Rusti provides comprehensive planning and customized wealth strategies tailored to each client’s unique situation. She is known for her thoughtful, detail-oriented approach and strong client relationships.

Rusti began her career in financial services in 1997 and has developed deep experience helping clients navigate complex financial decisions over time.

She holds FINRA Series 7 and 66 securities registrations and a Texas insurance license. Outside of work, she enjoys spending time with family and supporting local charitable organizations.

Evan works with high-net-worth individuals and families, helping them navigate the complexities that come with building, managing, and transferring wealth. He brings specialized training in advanced planning strategies, including tax-efficient investing, wealth transfer, and multigenerational considerations.

He takes a thoughtful, client-first approach—focusing on understanding each client’s priorities and developing strategies aligned with their long-term goals. Evan works closely with clients and their other trusted professionals to help ensure decisions are coordinated and informed.

Evan earned a B.S. in Economics from the University of Texas at Dallas. Outside the office, he enjoys staying active, attending sporting events, and spending time with friends and family.

AJ advises individuals, families, and business owners, with a particular focus on business transition planning. He can help business owners prepare for the next phase of their company’s lifecycle.

Before joining the team, AJ worked in the International Tax Group at KPMG, where he advised Fortune 500 companies. He brings a strong analytical background and collaborates closely with clients and their professional advisors.

AJ is active in professional organizations and serves on boards supporting risk management and finance initiatives.

Carly focuses on delivering a high level of client service and helping enhance the overall client experience. She works closely with clients and the advisory team to help ensure needs are met efficiently and thoughtfully.

She brings a diverse background in hospitality and banking, which contributes to her strong relationship-building skills and attention to detail. Carly earned a BBA in Finance from the University of Texas at El Paso.

Originally from El Paso, Texas, Carly has been active in community initiatives, including helping establish the Epilepsy Foundation in West Texas. Outside the office, she enjoys spending time with her husband and two children and staying active in her local community.

Jana works closely with clients to help maintain strong relationships and help ensure a consistent, high-quality service experience. She is focused on responsiveness, organization, and helping clients feel supported in every interaction.

Prior to joining the team, Jana worked with the Home Furnishings Association, where she supported a national network of retailers and vendors. Her experience managing relationships across a large member base brings a valuable perspective to client service.

Jana earned a Bachelor of Business Administration from Stephen F. Austin State University.

Brandon supports the team with client service and administrative coordination, helping ensure a seamless experience across account management and day-to-day client needs.

He earned a degree in Personal Financial Planning from Texas Tech University and brings a strong foundation in financial concepts and client support. A Dallas native, Brandon is committed to building relationships and growing within the financial services industry.

Outside of work, he enjoys golfing, fishing, and spending time with friends and family.