TDECU Wealth Advisors:
Meet Our Team

As the Regional Sales Manager, Jay is responsible for ensuring the TDECU Wealth Advisors team provides their customers with an awesome experience, as they are taken through the financial planning, portfolio construction, and risk management process. He has over 20 years of leadership experience in the Financial Services/Wealth Management industry. He holds a BBA in Finance from Texas State, and an MS in Finance from The University of Texas San Antonio (UTSA). Jay is a CFP® (Certified Financial Planner) professional, and holds the CWS® (Certified Wealth Strategist), ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter) designations. In addition, Jay is FINRA registered through LPL Financial, with the Series 7, 24, 53 and 63 securities licenses.

Derrick McElwee is the Regional Manager for the South Houston Market and surrounding areas. He is responsible for leading a team of Wealth Advisors who provide financial solutions for members and non-members in order to help them reach their financial goals and objectives. He has over 20 years’ experience leading and managing teams in the financial arena in such roles as Branch Manager, Credit Manager, Financial Advisor, and Sr. Learning and Development Specialist. Derrick obtained his BBA in Finance from Howard University. He holds the Series 7,24,63,66 and Texas Life and Health license.

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
• Houston Champion Forest
• Spring
• The Woodlands Research Forest
• The Woodlands Six Pines

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

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:

• Bay City
• Brazoria
• Freeport

Deborah joined the TDECU Wealth Advisor team in February 2016. She brings over 26 years of banking and management experience. Deborah has a very detail-oriented personality, positive attitude, and great organizational skills. She is dedicated to providing each Member with superior customer service. Deborah is currently studying to become FINRA registered through LPL Financial. Outside of work, Deborah is an avid gardener. She also enjoys spending time with family and friends camping, boating, and visiting our Texas beaches.

Nichole joined TDECU Wealth Advisors with over 20 years of financial services experience in retail banking, mortgage, and small business banking. She is dedicated to creating an outstanding experience for her Members and the advisors she works alongside. Nichole is passionate about making her community a better place and volunteers in her free time. She also enjoys exploring Texas beaches and spending time with her husband and four dogs.

Nichole serves the following area:

• Lake Jackson

Lynnard Rose joins the TDECU Wealth Advisor team with a passion for helping people achieve their financial goals and build sustainable wealth. He will help ensure that the client experience is meaningful and positive by assisting the advisors in their daily operations. Lynnard holds a BS from Columbia University and M.S. from New York University, both in New York City. Outside of work, he enjoys spending time watching or attending sporting events and traveling.

Lizbeth has been a part of TDECU since October 2019. She worked in our retail department in Freeport for three years, she joined our Wealth Advisor team on November of 2022. She is passionate about delivering great client experience and showing our TDECU REAL values. Lizbeth is learning and looks to grow within our team.

Lizbeth serves the following areas:

• Lake Jackson