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TDECU Wealth Advisors: <br />Meet Our Team

TDECU Wealth Advisors:
Meet Our Team

Get help setting your financial goals, income planning, planning for retirement, and more

Looking for sound financial advice?

Smart investing takes time. Our team of Wealth Advisors has over 100 years of experience guiding people toward financial success. Your TDECU Wealth Advisor will work closely with you to create a customized portfolio that strikes the right balance between stocks, bonds, mutual funds, life insurance, and other products.

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
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.
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:

Visit my Guided Wealth Portfolio Page

Patrick Beale Wealth Advisor

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:

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:

Kyle Braden Vice President, Wealth Management
Kyle is responsible for the direction of TDECU Wealth Advisors, a subsidiary of TDECU. In this role, he strives to expand the reach of the organization’s wealth management portfolio. Kyle comes to TDECU with an extensive background in financial industry leadership. He recently served in various management and director-level positions at TD Ameritrade, where he was accountable for TDA’s strategic agenda with affiliate, TD Bank Group. With a focus on the investment and wealth program, he led the team responsible for growing the program from $3B to $6B in client assets. Kyle holds a BBA in finance from the University of Texas and earned his Juris Doctorate at Taft Law School in 2019.
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:

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:

Visit my Guided Wealth Portfolio Page

Wes Garner, CRPC Principal Wealth Strategist

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.

Deborah Humphreys Client Services Associate
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.
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:

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:

Maria Wooley Client Services Associate

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.

“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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Ready to talk to a Wealth Advisor?

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

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