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TDECU Wealth Advisors: <br />Meet Our Team

TDECU Wealth Advisors:
Meet Our Team

Get help setting your financial goals, income planning, planning for retirement, and more

Looking for sound financial advice?

Smart investing takes time. Our team of Wealth Advisors has over 100 years of experience guiding people toward financial success. Your TDECU Wealth Advisor will work closely with you to create a customized portfolio that strikes the right balance between stocks, bonds, mutual funds, life insurance, and other products.

Introducing our team of Wealth Advisors

Our Wealth Advisors will work closely with you to meet your goals. They use the latest tools and technologies to build customized financial plans and track your investments. They understand the benefits and challenges of each investment option and can provide guidance along the way.

Jay Anderson Regional Sales Manager
As the Regional Sales Manager, Jay is responsible for ensuring the TDECU Wealth Advisors team provides their customers with an awesome experience, as they are taken through the financial planning, portfolio construction, and risk management process. He has over 20 years of leadership experience in the Financial Services/Wealth Management industry. He holds a BBA in Finance from Texas State, and an MS in Finance from The University of Texas San Antonio (UTSA). Jay is a CFP® (Certified Financial Planner) professional, and holds the CWS® (Certified Wealth Strategist), ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter) designations. In addition, Jay is FINRA registered through LPL Financial, with the Series 7, 24, 53 and 63 securities licenses.
Jon Barham Wealth Advisor

Jon is dedicated to working with individuals, families, and businesses to improve their financial lives through education and planning. As a veteran, he earns your trust by helping his clients develop a long-term, personalized, investment strategy. He earned his BBA in accounting from UT Arlington, his MBA from the University of Dallas, and is working on his CFP certification at SMU. Jon is FINRA registered with LPL Financial and has his Series 7 and 66 licenses. Outside of work, Jon stays busy with his 6 children.

Jon serves the following areas:

Patrick Beale Sr. Wealth Advisor

Patrick joined the TDECU Wealth Advisors team in 2012. With over 10 years of wealth management experience, he translates his clients’ unique needs into actionable plans. Patrick received his BS degree from Centenary College of Louisiana.

Patrick serves the following areas:

Justin Boxley Wealth Advisor

Justin has 11+ years of experience in the Houston area. As a TDECU Wealth Advisor, his goal is to help clients create optimal personalized financial plans that address risk management. Justin graduated from Wheaton College in Illinois.

Justin serves the following areas:

Bethany Davis Sr. Wealth Advisor

Bethany began her professional career at TDECU and has been a Wealth Advisor for more than a decade. Her passion is providing clients with tailored investment services and financial roadmaps that guide them through all the stages of their lives. 

Bethany serves the following area:

Wes Garner, CRPC Principal Wealth Strategist

Wes serves as Principal Wealth Strategist with TDECU Wealth Advisors and LPL Financial. He has more than 20 years of experience in refining the process of retirement for clients. In addition to working directly with clients, Wes has broad strategy and operations experience that include prior leadership roles as President of TDECU Wealth Advisors, President of IBG Wealth Advisors, and Senior Vice President with BBVA Global Wealth. Today, Wes focuses solely on the wellbeing of clients through a process that includes key areas of financial planning and investment management.

Deborah Humphreys Client Services Associate
Deborah joined the TDECU Wealth Advisor team in February 2016. She brings over 26 years of banking and management experience. Deborah has a very detail-oriented personality, positive attitude, and great organizational skills. She is dedicated to providing each Member with superior customer service. Deborah is currently studying to become FINRA registered through LPL Financial. Outside of work, Deborah is an avid gardener. She also enjoys spending time with family and friends camping, boating, and visiting our Texas beaches.
Nichole Leland Service Associate
Nichole joined TDECU Wealth Advisors with over 20 years of financial services experience in retail banking, mortgage, and small business banking. She is dedicated to creating an outstanding experience for her Members and the advisors she works alongside. Nichole is passionate about making her community a better place and volunteers in her free time. She also enjoys exploring Texas beaches and spending time with her husband and four dogs.

Nichole serves the following area:

Jose Palacios Wealth Advisor

Jose understands the importance of having a trusted advisor who is looking out for the client's best interest when providing financial advice and recommending solutions. He’s dedicated to providing the highest level of service to all his clients. Outside of work, Jose enjoys spending time with family and friends, outdoor activities like mountain biking, golf, camping, and traveling.

Jose serves the following areas:

Lynnard Rose Service Associate
Lynnard Rose joins the TDECU Wealth Advisor team with a passion for helping people achieve their financial goals and build sustainable wealth. He will help ensure that the client experience is meaningful and positive by assisting the advisors in their daily operations. Lynnard holds a BS from Columbia University and M.S. from New York University, both in New York City. Outside of work, he enjoys spending time watching or attending sporting events and traveling.
Adolfo Sotomayor Wealth Advisor

Adolfo has spent most of his professional career in the financial services industry working for insurance companies, traditional and discount brokerage firms, banks, and independent investment advisory firms serving clients from all walks of life. He is fully bilingual in Spanish. He earned a Bachelor in Business Administration with a concentration in Finance from the University of Texas in San Antonio, and an MBA from The University of Saint Thomas in St. Paul, Minnesota. He has completed the Financial Planning program from the Executive Development Center at Bryant University and the Boston Institute of Finance, and is currently pursuing his CFP certification. He is also series 7, 66 and 24 certified held through LPL Financial.

Adolfo serves the following areas:

Matthew Speed Wealth Advisor

As a TDECU Wealth Advisor, Matthew works with individuals to plan their financial goals. He is FINRA registered through LPL Financial, with Series 7 and 66 licenses, and holds several insurance licenses. He received a BA in Economics from UT San Antonio.

Matthew serves the following areas:

Maria Wooley Wealth Advisor

Maria has been an integral part of the TDECU Wealth Advisors team since 2018. Her passion and dedication to serve individuals, families, and businesses in our community has provided the drive to become FINRA registered, and then promoted to a TDECU Wealth Advisor. Maria’s ambition is to deliver a complete client experience by deepening Member relationships, understanding core values, and giving peace of mind by helping Members invest with purpose. Maria currently holds Series 7, 66, and Life & Health Insurance licenses through LPL Financial, and is expanding her knowledge to complete the BS – Accounting program with Western Governors University. Outside of work, Maria enjoys spending time with her husband and staying busy with their 4 daughters.

Maria serves the following areas:

“Looking back, one constant in this difficult year has been the value of personal and professional relationships. Sound financial advice charted a long-term path for many investors that kept them from getting off course in a turbulent 2020. There still will be risks to navigate in 2021, but it’s important to remain focused on long-term investing goals, stay on course, and power forward.”

Excerpt from our 2020 Annual Investor Letter
Read the letter here

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Our Advisors are ready to help you achieve more.

  • Financial planning
  • Investments and savings
  • Financial portfolios
  • Retirement savings
  • Insurance planning
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