Wayne follows a disciplined process designed to help you achieve your goals. His ability to relate to your personal situation, provide customized analysis, and to develop specific, step-by-step action plans for the implementation of a personalized financial strategy is what he believes sets him apart.  He recognizes the complexity of today’s world and how it can often be overwhelming.  He can help you find the financial confidence you’ve been searching for.

Background and experience

Since 2001 Wayne has helped clients address their financial concerns and develop strategies focused on each individual’s specific needs. With extensive experience throughout major shifts in the markets including market bubbles, economic recessions, and credit crisis, Wayne has dedicated his career to guiding clients and delivering the personalized investment planning services they deserve.

Wayne began his career as a Financial Advisor with A.G. Edwards, a predecessor firm of Wells Fargo Advisors, where he developed his fundamental investment knowledge and methodology for providing personalized financial advice for individuals and families. In 2007, Wayne earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.

Wayne’s previous work experience includes positions with the U.S. Air Force and ALLTEL Corporation.  He holds a Bachelor of Science degree in Political Science from the United States Air Force Academy and a Master of Business Administration degree from Webster University.

Away from the office

Wayne spends his free time with his wife, Alyson, who is a local pediatrician, and their children, Chase, LeAnna, Brett and Alex.  If you want to find them, begin the search outdoors.  When they aren’t volunteering at their local church, you’ll find them in their backyard, at a swimming pool, a lake, a music festival, or on motorcycles in the woods.

CA Insurance License Number: 4213540. Resident State TX

Amy ensures clients receive outstanding service. She is the first person you should call with any questions about your investment planning process.  She provides the information needed to better understand accounts, the markets, or other topics.  We rely on her advanced technology skills.

About Amy

Amy began her career at Wells Fargo Advisors in 2013 as a Client Associate where she provides client support to assist the business activities of Financial Advisors. This includes research, problem solving, and doing whatever it takes to get projects and tasks done efficiently and accurately.

Amy’s previous work experience includes teaching high school business and math,  working as a property management coordinator, and providing customer care for AT&T Wireless.

She holds a Bachelor of Business Administration degree in Finance from Texas Woman’s University and a Master of Business Administration degree from Texas A&M Texarkana.

Away from the office

Amy enjoys reading, sunshine, traveling, and spending time with her husband, Clay, her children, Melissa and Sydney, and grandson Luke!

CA Insurance License Number: 4213560. Resident State TX

Nate develops custom tailored plans and investment portfolios.  He is highly experienced at leveraging the vast amount of resources that Wells Fargo Advisors provides in an effort to find optimized solutions to facilitate the goals associated with our clients’ financial lives. 

About Nate

Nate is a disciplined and committed financial professional who serves  affluent families, small business owners, and successful professionals in developing and executing a thoughtful, comprehensive financial approach to their goals. The core belief that he has the ability to help clients build true wealth, as defined by each individual, is at the forefront of his practice. By assisting in building wealth it allows our clients to pursue the most valuable things in life such as spending quality time with family, career and personal growth, and focusing on the hobbies they love to do. He believes the impact a thoughtful investment plan has to substantially reduce the burden of worry about the financial future can be astounding.

Before becoming a Financial Advisor, Nate graduated from Texas A&M University, College Station with a Bachelor of Science in Sports Management / Business Administration.

Away from the office

Nate enjoy hunting, golfing, wakeboarding and spending time with his wife, Cara, and their labs, Bentley and Boss.

CA Insurance License Number: 4213538. Resident State TX

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