Looking for sound financial advice?
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
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
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
Nichole Leland Service Associate
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
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
Ready to talk to a Wealth Advisor?
Our Advisors are ready to help you achieve more.
- Financial planning
- Investments and savings
- Financial portfolios
- Retirement savings
- Insurance planning