Find a Financial Professional
in Texas

Jodie West

Financial Planner

Stonewater Financial

Jodie has been in the financial services industry for over twenty years working with both closely held business owners and high net worth individuals in creating, preserving and transferring their wealth. Jodie is a managing partner of the Allegiant Wealth Management team using her knowledge and expertise to assist clients through the process of creating their financial strategy to improve the potential to accomplish their financial goals. Jodie is also involved with the Greater Dallas Business Ethics Award both by nominating ethical Dallas businesses and on the steering committee. Jodie has a background in Accounting with an emphasis in Economics. Jodie’s licensing includes life, health, disability income and long term care insurance as well as her general lines property and casualty licenses in the Texas. She also holds a FINRA Series 7 Registration for General Securities and Series 66. She recently acquired her Certification in Long Term Care. Jodie is an active member of DallasHR Association and is currently serving on the Board of Directors. Prior to moving to the financial service industry, she was the Comptroller for a family owned nationally acclaimed Fire and Restoration Company for twelve years. Jodie married her soul mate, Dave and currently enjoys sharing their home in Sachse and spending time with their children especially with their grandsons. They enjoy kayaking, horseback riding, scuba diving, reading and traveling. She also enjoys exploring her creative side in her custom Jewelry and Gift business. Jodie is from Iowa and transferred to Texas in late 1984 to raise her son and pursue her career.

Andres Ledesma

Managing Partner

Rockstone Capital

Andres has been in the financial services industry since 2019, specializing in investment management, retirement planning, wealth preservation, business planning, and Special Needs planning. Throughout his career, Andres has helped countless individuals and families navigate complex financial landscapes, providing personalized strategies tailored to their unique goals and aspirations. Philosophy and Approach: Driven by a belief in transparency, integrity, and client-centric service, Andres is dedicated to building long-lasting relationships based on trust and mutual respect. He understands that each client has distinct financial objectives and challenges, and he is committed to delivering customized solutions that align with their needs and aspirations. Why Choose Ledesma Capital Partners? With Andres at the helm, LCP offers unparalleled expertise, white glove personalized service, and a steadfast commitment to helping clients achieve their financial goals. Andres and the entire team are dedicated to guiding you toward a brighter financial future, every step of the way. Andres is married to his beautiful wife Paola. They are parents to Camila, and another baby girl whom is set to have her arrival in April. Apart from spending time with his family, he enjoys a round of Golf, and watching sports with friends.

Chad Seegers

Financial Advisor

Insight Wealth Strategies, LLC

Chad began his career with Sagemark Consulting in 2005 and then became a Select member of Sagemark’s Private Wealth Services which operated as a national resource for financial planners focusing on Advanced Strategies in the High Net Worth marketplace. Chad then began his partnership with Insight Wealth Strategies in 2013 focused on retirement planning primarily with Oil and Gas employees and executives. His primary areas of expertise are retirement, estate, and investment strategies as he serves as Investment Strategist for the financial planning team.Chad is an involved emerging leader with the Global Interdependence Center which is a monetary policy and global trade think tank for the Philadelphia Federal Reserve Bank. He is also a supporting Member of the World Affairs Council.

Christina Ma

Financial Advisor

Prudential

No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way! Recipient of the President's Volunteer Service Award (2016) I love to volunteer, play soccer, spend time outside with my dog, and travel.

Kris Maksimovich

Financial Advisor

Global Wealth Advisors

My career passion is to help you feel 100% secure in knowing your financial matters are in order. This is why I formed GWA in 2008 - to help people just like you, who seek advanced solutions to complex financial situations. Whether your goal is wealth preservation, asset protection, retirement income distribution, college funding, business succession, estate planning or a combination of these, GWA provides you with cutting-edge knowledge, strategies, and tools. As a Chartered Retirement Planning Counselor™ (CRPC®), Accredited Investment Fiduciary® (AIF®), and Certified Retirement Counselor (CRC®) with FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network®, you can be assured that you are working with a knowledgeable partner, and a team of experts.

Matthew Ure

Financial Advisor

Federal Benefits and Retirement

Matthew Ure heads up the San Antonio, TX office. He serves clients in both government and private sector to provide them with the resources to live a full and happy retirement. In addition to investments and tax planning, Matthew has developed a special expertise in working with pensioned employees, including Military and Federal Employees, as well as Teachers and state employees.

Troy Wootton

Financial Advisor

Edward Jones

My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our office will help you track your goals and communicate regularly to deliver timely information. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. I began my career with Edward Jones in 2012 with an office in Sugar Land, TX. After deeply serving my clients in that community for seven years, I relocated my office closer to home. In June of 2019, we opened our brand-new office in Fulshear, TX. I hold the professional designations of AAMS® and CRPC®, which help further my ability to work through complex situations. I have served as a trainer to new financial advisors in our firm and am part of our regional leadership team serving as the culture of compliance leader. My branch office administrator, Blythe Hope, has six years of experience and is dedicated to providing you with the highest level of personalized service available in our industry. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs. Outside of work, I enjoy attending my children's baseball games, theatre plays, teaching guitar to my oldest and traveling with my wife.

Clint E. Landry

Financial Professional

Strategic Financial Group

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

Scott O'Brien

Financial Advisor

WorthPointe Wealth Management

A CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience, Scott helps to coordinate his clients’ financial lives and assist them in making smart decisions within the areas of investments, retirement planning, insurance strategies, tax minimization, and estate planning. He also is an Enrolled Agent which allows him to practice in front of the IRS on tax matters. From 2015 through 2021, Scott was honored as a Five Star Professional Wealth Manager by Texas Monthly Magazine. Out of several thousand advisors, he was among an elite to be selected for his years in the industry, clean regulatory card, client retention, education, and professional designations. Scott’s career in finance began in 1982 at an east coast-based brokerage firm. He has worked as a financial planner for a small boutique CPA firm and as a wealth manager for a large Registered Investment Advisory. He is the past Chairperson for the Texas Study Group of the National Association of Professional Financial Advisors. Working for WorthPointe aligned strongly with Scott’s values, as he believes in putting the interests of his client first and customizing financial plans to each client.Scott enjoys sharing his knowledge and experience, and he has taught classes on investments and financial planning for community education programs and is available for speaking engagements. He has also spoken at presentations for 401(k) clients. Scott’s an active writer in the field, and authored the e-book Evidence Based Investing, which separates investing fact from fiction using data from academic studies. Along with his esteemed colleagues, Scott co-authored WorthPointe’s essential, groundbreaking manual, Surviving to Thriving: A Financial Resource for Divorcees and Widows. His insightful quotes appear in numerous publications, including The Wall Street Journal, US News & World Report, Money Magazine, MainStreet.com, and Investopedia.com.Scott dedicates much of his free time to volunteering for meaningful causes. He is the immediate past President of the Board of Directors at Susan G. Komen Greater Central and East Texas and has been a volunteer and board member for the Center for Child Protection. A big fan of active recreation, Scott proudly played point guard for his high school basketball team, which won the New England Basketball Championship, beating the 7th ranked team in the country. These days, he enjoys swimming, running, and playing erratic golf.

Wes Shannon

Financial Planner

SJK Financial Planning, L.L.C.

After working decades in the insurance and financial services industry, Wes left insurance to do full-time financial planning and investment advising. Wes is the founder of SJK Financial Planning (SJK are the initials of Wes’ children). Wes has a Bachelor of Business Administration from the University of North Texas majoring in Financial Planning. Wes is a Certified Financial Planning Professional™. Wes is an active member of the National Association of Personal Financial Advisers (NAPFA), the XY Planning Network, and a member DFW chapter of the Financial Planning Association (FPA). Wes enjoys the outdoors participating in backpacking, hunting, fishing, canoeing, and camping. He likes to cook, garden and read. He has a passion for old movies and is a Turner Classic Movie fan. Wes says, “I love good story telling, that’s what I look for in old movies”. Expect Wes to listen to your story and dreams; then work in a sincere manner to help you reach those dreams.

Richard Archer

Owner/President

Archer Investment Management

We provide Financial Planning For High-Achieving Professionals Who Want To Optimize Their Peak Earning Years. Growing up, I experienced the financial stress and anxiety that divorce and unexpected unemployment can bring. My family's financial instability came while I was attending junior high school in a wealthy Indiana suburb, surrounded by kids with gold cards, the latest fashions, and spring break trips to faraway places. This created a strong desire for financial security and led me to work very hard in school, taking advantage of every opportunity. Everyone has a different relationship with money. Some of my clients don't like to think about it and would rather spend their energy pursuing their careers. Other clients save aggressively, so they have the freedom to retire early. I feel privileged to speak confidentially with all types of people and learn about a private topic most people don't often share. It's my calling to help people have a positive relationship with their money and to view it as a tool to help them lead the lives they desire.

Mickey Ray

Financial Planner

Partners Financial Group

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Jane Mepham

Financial Advisor

Elgon Financial Advisors LLC

I know what it means to move to a new country and be a cultural stranger despite what would have been considered some great academic credentials in the tech space.I know the challenges of the multi-year immigrant journey and the frustration of not knowing where or who to turn to for answers on personal finance on areas like taxes, investments, company-provided benefits, insurance etc.This is what got me started on the personal finance journey. Today I am the founder of Elgon Financial Advisors, a Fee-Only independent wealth management firm registered in Texas.I help my clients make smarter decisions about money. I love seeing the look on their faces when they realize they do not have to walk alone on this journey.Prior to becoming a financial advisor, I spent over 17 years working in the high-tech field. I hold a master’s degree in Information Technology in addition to passing the Certified Financial Planner (CFP) exam and the Uniform Investment Adviser Law (Series 65) exams.I enjoy spending time with my family, exploring Austin and trying to hold my own on the tennis court against my teenage girls. In addition, I’m working on improving my running with the goal of qualifying for the Boston Marathon soon.

Matias De Llano

Financial Services Representative

Capital Strategies

I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative. I can offer comprehensive financial strategies and/or focus on one specific area of need.

Sharon Lear

Owner

Guideway Financial, LLC

Sharon Lear is the owner of Guideway Financial, LLC, a fee-only financial planning and investments firm that provides comprehensive services to individuals and families, with a particular focus upon retirement income strategies. Previously, Sharon led a successful marketing career in the semiconductor industry for 15 years. She has an MBA from the University of Texas at Austin and a Bachelor of Science in Industrial Engineering from Texas A&M University. Sharon is also a Certified Financial Planner® professional. She is a member of the Alliance of Comprehensive Planners (ACP), a nationwide non-profit for fee-only financial planners, and NAPFA, the national association of personal financial advisors. Sharon currently serves as a board member for her local garden club. In the past she has volunteered as a board member of her neighborhood association, local schools, and as a Girl Scout leader. Her interests include jogging and time with friends and family.

Jim Lear

Chief Investments Officer

Guideway Financial

Jim Lear is the Chief Investments Officer of Guideway Financial, LLC, a fee-only financial planning and investments firm that provides comprehensive services to individuals and families, with a particular focus upon retirement income strategies. Previously, Jim led a successful engineering career in the semiconductor industry for over 15 years. He holds undergraduate and master’s degrees in Electrical Engineering from the University of Texas at Austin. Jim’s experience in optimization algorithms for high-performance circuits dovetailed into his creation of portfolio optimization methods for financial management. He holds a patent for the Portfolion Planning™ methodology, a dynamic asset allocation and safe retirement withdrawal technique. It is used by Guideway Financial to create retirement plans that are designed for income to last an exact time, thus reducing worry over outliving retirement savings. Besides his lifelong interest in financial research, Jim also enjoys computer programming and spending time with friends and family. He currently serves as the Civic Affairs chair of his local neighborhood association, and he is a board member for the Austin Neighborhoods Council, a comprehensive representative of over 80 neighborhood associations.

Zach Reyes

Circadia Financial Planning

I started Circadia because I believe financial planning should match the pace and complexity of the lives it supports. I work with individuals and couples who are earning well but making high-stakes decisions fast—equity comp, student debt, career moves, growing families—and who want a planning partner, not a product salesperson. My planning is anchored in tax strategy and built around what actually drives outcomes: cash flow, risk management, and making sure your wealth-building doesn't quietly drift from your values.