Team
Wesley Walters
CEO
Wesley has been assisting families to protect and grow their assets for 20 years. He entered the insurance industry in 1995, offering Long-Term Care insurance. When meeting with families age 55 and higher, he heard many stories of how...
Sally Walters
CFO
Sally has been in the banking industry for 40 years in several states. She held the position of President for 2 banks in Garland and Richardson, Texas. She was in charge of SBA lending for Bank of America for 7 years. Sally has served...
Stephen Walters
Office Manager/ Retirement Planner
Stephen is an integral part of what makes this business so efficent. Stephen is Wesley's son and has been with the business for three years. He is currently licensed for life insurance and medicare, and is studying for his Series 65...
Nichelle Rizk
Vice President Marketing and Distribution
Kevin Huston
Attorney
Kevin Huston is the founder of Huston Law Firm, PLLC. He is an experienced attorney who handles all aspects of estate law, including estate planning, estate administration, trust law, Medicaid planning, and veterans' benefits. Kevin...
Dean Zayed, JD, LLM, CFP®
Founder & CEO of Brookstone Capital Management, LLC
Mark DiOrio
Director of Investment Research