TDECU Wealth Advisors:
Meet Our Team

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:

• Cypress
• Fort Worth
• Garland
• Spring
• The Woodlands

Visit my Guided Wealth Portfolio Page

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:

• Angleton
• Pearland

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:

• Baytown
• Houston - Greenway Plaza
• Pasadena - Center Street
• Texas City

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 areas:

• Lake Jackson

As a TDECU Wealth Advisor, Misti is dedicated to her clients’ personal goals and works with them to create customized financial plans. Backed by 15 years of experience, she strives to match each client with the right financial solutions.

Misti serves the following areas:

• Bay City
• Brazoria
• Freeport

Visit my Guided Wealth Portfolio Page

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.

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:

• Katy
• Rosenberg
• Sugar Land

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:

• Cuero
• Hallettsville
• Victoria - Mockingbird Lane

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:

• Lake Jackson

As a Client Services Associate, Maria strives to provide Members with an elevated investment experience that deepens their relationship with TDECU Wealth Advisors. Motivated by her passion to help people with their financial journey, she’s expanding her knowledge to complete the BS-Accounting from Western Governors University while actively studying to become FINRA registered through LPL Financial. Outside of work, Maria enjoys spending time with her husband and staying busy with their 4 daughters.