Looking for sound financial advice?
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.
Patrick Beale Wealth Advisor
Justin Boxley Wealth Advisor
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:
Bethany Davis Wealth Advisor
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:
Wes Garner, CRPC Principal Wealth Strategist
Wes has spent the last 17 years in the Wealth Management industry helping people work through the complex issues of financial planning and investment management. He has served in both advisor and senior leadership roles within wealth management divisions from credit unions to high net worth focused private banks. Wes possesses unwavering passion to provide meaningful solutions for his clients, which leads him to deeply understand their needs and wants.
Matthew Speed Wealth Advisor
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:
Misti Flores Wealth Advisor
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:
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:
“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
Ready to talk to a Wealth Advisor?
Our Advisors are ready to help you achieve more.
- Financial planning
- Investments and savings
- Financial portfolios
- Retirement savings
- Insurance planning