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

Peter Anderson
Peter Anderson, CFP®, CPFA, CEPA
Vice President, WWS Financial Advisor, RJFS
Forest-Busby bio image
Forest Busby Jr
Vice President, WWS Financial Advisor, RJFS
David Carbajal Headshot
David E. Carbajal, CFP®
Vice President, WWS Financial Advisor, RJFS
Stacie Coleman
Stacie Coleman
Insurance Services Consultant
Fred Greene
Fred Greene, CIMA®
Executive Vice President, WWS Private Wealth Advisor & Portfolio Manager, RJFS
Jason Harris bio image
Jason Harris,
Vice President, WWS Financial Advisor, RJFS
Kym Harris Bio Image
Kym Harris
Insurance Services Consultant
Skeeter Hubert bio image
Skeeter Hubert
Senior Vice President, WWS Account Executive, RJFS
James McCallister Bio Photo
James B. McAllister
First Vice President, WWS Financial Advisor, RJFS
Laurie McLaughlin bio image
Laurie McLaughlin
Senior Vice President, WWS Branch Manager, RJFS
Jonathan Murdock
Jonathan Murdock, CFP®, CPWA®
Vice President, WWS Financial Advisor, RJFS
Morgan Murdock
Morgan Murdock
Vice President, WWS Financial Advisor, RJFS
Robert Ogren bio image
Robert V. Ogren, JD
Senior Vice President, WWS Financial Advisor, RJFS
Bert Runnels Jr.
Hubert Runnels, Jr., RICP®
First Vice President, WWS Financial Advisor, RJFS
Richard Saldaña bio image
Richard Saldaña
Vice President, WWS Financial Advisor, RJFS
Joe Spooner
Joseph R Spooner
Investment Management Consultant Vice President, WWS
Financial Advisor, RJFS
Steven Tucker
Steven Tucker
President, WWS Branch Manager, RJFS
Rudy Wentzler bio image
Rudy Wentzler, MBA, AAMS™, CEPA
Senior Vice President, WWS Private Wealth Advisor, RJFS
Steven Wohlschlaeger bio image
Steven Wohlschlaeger, CFP®, CIMA®, CRPC®, CPFA
Senior Vice President, WWS Financial Advisor, RJFS

Service Associates & Staff

Wendy Allen

WENDY ALLEN

REGISTERED CLIENT SERVICE ASSOCIATE


Heather Bucharski

HEATHER BUCHARSKI

CLIENT SERVICE ASSOCIATE


Hayley Cummings

HAYLEY CUMMINGS

BRANCH BUSINESS COORDINATOR


 

Dana Gleinser

DANA GLEINSER

CLIENT SERVICE COORDINATOR, WWS
SENIOR REGISTERED CLIENT SERVICE ASSOCIATE, RJFS

Lois Krier

LOIS KRIER

BRANCH SERVICE ASSOCIATE


Liz Lee

LIZ LEE

CLIENT SERVICE ASSOCIATE


 

Angela Mayrant

ANGELA MAYRANT

CLIENT SERVICE ASSOCIATE


Janeen Morin

JANEEN MORIN

CLIENT SERVICE ASSOCIATE


Teresa Packer

TERESA PACKER

CLIENT SERVICE ASSOCIATE


 

Kandyce Russell

KANDYCE RUSSELL

CLIENT SERVICE ASSOCIATE


Patti Seefeldt

PATTI SEEFELDT

SENIOR VICE PRESIDENT, WWS
MARKETING MANAGER, RJFS

Erica Walker

ERICA WALKER

BRANCH BUSINESS COORDINATOR


 

“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. Insurance services are provided by Woodforest Wealth Strategies, which is a wholly owned subsidiary of the Woodforest Financial Group, Inc. Investment and insurance products are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Woodforest Wealth Strategies, Woodforest Financial Group, Inc. and Woodforest National Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

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