TRC ADVISORY AND WEALTH MANAGEMENT - Key Persons
Amberly recently joined the TRC Advisory and Wealth Management team in the fall of 2016. Prior to joining the team, she worked in Talent Acquisition where she specialized in client service and process improvement. She is excited to...
Amberly joined the TRC Advisory and Wealth Management team in the fall of 2016. Prior to joining the team, she worked in Talent Acquisition where she specialized in client service and process improvement. She utilizes those skills to offer creative solutions that ensure excellent service is being provided to the clients of TRC Advisory and Wealth Management. Since joining, she has worked diligently to become a licensed financial advisor for the firm and now holds her Series 7 and Series 66 licenses, as well as her insurance license. Amberly graduated from the University of North Texas, Magna Cum Laude with a degree in Speech-Language Pathology and a minor in Development and Family Studies as she has always had a passion to help people in their daily lives.
As a native of Fort Worth, Amberly loves to spend her time finding new places to eat brunch. Apart from working, you can find her spending quality time with her family and chasing around her daughter.
Job Titles:
- Administrative Assistant
- Assistant
- Financial Professionals
Katie recently joined the TRC Advisory and Wealth Management team in September of 2023. Prior to starting with TRC, Katie worked as an Employment Specialist for a local employment agency where she specialized in providing the best possible customer service to her clients as well as associates. She truly enjoys working with others and providing support in whatever way possible. Katie graduated from East Carolina University in 2015 with a degree in Communications and a concentration in Public Relations. After graduating from college, she spent many years as a retail store manager in North Carolina before moving to Texas with her husband in June of 2019.
During her free time, Katie enjoys traveling and exploring new parts of Ft Worth with her husband and their daughter. Christmas is her favorite time of year, so if you stop by the office you will probably hear her playing Christmas music starting in September!
*Katie Fisher is an assistant to financial professionals who offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Job Titles:
- Financial Advisor
- Financial Advisor With TRC Advisory
Wesley is a Financial Advisor with TRC Advisory and Wealth Management, LLC and is individually licensed in securities and insurance (Series 7 and 66). For the past 17 years, he has been providing independent financial planning support and services on a personal level to families and businesses. He obtained his BBA in Accounting in 1973 and the Certified Public Accountant (CPA) designation in 1979. He is a member of Financial Planning Association, American Institute of Certified Public Accountants, and the local Fort Worth Chapter of Texas Society of Certified Public Accountants.
Wesley has extensive experience in the area of individual income, business, trust and estate tax preparation and planning as the founder and owner of Wesley A Roland, PC since 1985. He also has former experience having worked for the Internal Revenue Service, in private industry and as a tax manager for a public accounting firm, formerly Deloitte, Haskins and Sells.
When time allows, Wesley enjoys time away from the office by fly fishing and hunting. He also enjoys time with family and relaxing together during the holidays. He currently resides in Benbrook, Texas with his wife having five daughters and a son.
Disclosure: Certified Public Accounting services are offered through Wesley A. Roland P.C., which is not affiliated with Royal Alliance Associates Inc.