AN ENTIRE TEAM dedicated to your success

Whether it’s individual financial guidance or robust institutional strategies, we’ve built a team to address the varied needs of our diverse clientele. Our experienced advisor group works together to develop strategies with an emphasis on mitigating risk and enhancing long-term success, fortified by thorough, objective investment research and selection. We see your goals as an extension of our own and will work hard to help drive the desired results.

Advisory and Management Team

Logan Betts
Logan Alexander Betts, MBA, AAMS®
Financial Advisor, RJFS
Forest-Busby bio image
Forest Busby, Jr.
Vice President, WW Financial Advisor, RJFS
David Carbajal Headshot
David Carbajal, CFP®
Vice President, WW Financial Advisor, RJFS
Blaine Decker Bio Headshot
Edwin Blaine Decker, MSF, CEPA®
Financial Advisor, RJFS
Nathan Gillmore
Nathan Connor Gillmore
Vice President, WW Financial Advisor, RJFS
Jason Harris bio image
Jason Harris
Vice President, WW Financial Advisor, RJFS
Megan Horton
Megan Michelle Horton
Assistant Vice President, WW Financial Advisor, RJFS
Brendan Martin
Brendan Howard Martin, AAMS®
Financial Advisor, RJFS
James McCallister Bio Photo
James Bryant McAllister
Vice President, WW Financial Advisor, RJFS
Laurie McLaughlin bio image
Laurie McLaughlin
Senior Vice President, WW Program Operations Coordinator, RJFS
Morgan Murdock
Morgan Murdock
Vice President, WW Financial Advisor, RJFS
Bert Runnels Jr.
Bert Runnels, RICP®
Vice President, WW Financial Advisor, RJFS
Richard Saldaña bio image
Richard Maurice Saldana, AIF®
Vice President, WW Financial Advisor, RJFS
Pam Tipton
Pamela Jean Tipton
Senior Vice President, WW Financial Advisor, RJFS
Rudy Wentzler bio image
Rudy Wentzler, MBA, CWS®, CEPA®, AAMS®
Senior Vice President, WW Private Wealth Advisor, RJFS
Steven Wohlschlaeger bio image
Steven Wohlschlaeger, CFP®, CIMA®, CRPC®, CPFA®, CEPA®
Senior Vice President, WW Financial Advisor, RJFS

Service Associates & Staff

Wendy Allen

WENDY ALLEN

REGISTERED CLIENT SERVICE ASSOCIATE


Aida Barrientos

AIDA BARRIENTOS

CLIENT SERVICE ASSOCIATE


Heather Bucharski

HEATHER BUCHARSKI

CLIENT SERVICE ASSOCIATE



Hayley Cummings

HAYLEY CUMMINGS

CLIENT SERVICE ASSOCIATE


Dana Gleinser

DANA GLEINSER

SENIOR REGISTERED CLIENT SERVICE ASSOCIATE

Liz Lee

LIZ LEE

CLIENT SERVICE ASSOCIATE



Angela Mayrant

ANGELA MAYRANT

CLIENT SERVICE ASSOCIATE


Teresa Packer

TERESA PACKER

REGISTERED CLIENT SERVICE ASSOCIATE


Erica Walker

ERICA WALKER

BRANCH BUSINESS COORDINATOR



Lacee Woodson

LACEE WOODSON

CLIENT SERVICE ASSOCIATE



“Integrity is doing the right thing, even when no one is watching.”
C.S. Lewis

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Securities are offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, an independent broker/dealer, and are not insured by bank insurance, FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risk, including the possible loss of principal. Woodforest Wealth and Woodforest National Bank® are not registered broker/dealers and are independent of Raymond James Financial Services. Woodforest Wealth is a division of Woodforest National Bank®. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

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