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Introducing our team of Wealth Advisors
Our Wealth Advisors will work closely with you to meet your goals. They use the latest tools and technologies to build customized financial plans and track your investments. They understand the benefits and challenges of each investment option and can provide guidance along the way.
Jay Anderson Regional Sales Manager
Derrick McElwee Regional Sales Manager
Jon Barham Wealth Advisor
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:
Jose Palacios Wealth Advisor
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:
Adolfo Sotomayor Wealth Advisor
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:
Maria Wooley Wealth Advisor
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:
Deborah Humphreys Client Services Team Lead
Nichole Leland Client Services Associate
Nichole serves the following area:
Lynnard Rose Client Services Associate
Lizbeth Sanchez Receptionist
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:
“Looking back, one constant in this difficult year has been the value of personal and professional relationships. Sound financial advice charted a long-term path for many investors that kept them from getting off course in a turbulent 2020. There still will be risks to navigate in 2021, but it’s important to remain focused on long-term investing goals, stay on course, and power forward.”
Excerpt from our 2020 Annual Investor Letter
Read the letter here
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Our Advisors are ready to help you achieve more.
- Financial planning
- Investments and savings
- Financial portfolios
- Retirement savings
- Insurance planning