WOODFOREST FINANCIAL GROUP - Key Persons
Job Titles:
- Member of the Service Associates & Staff
- CLIENT SERVICE ASSOCIATE
Job Titles:
- Member of the Service Associates & Staff
- CLIENT SERVICE COORDINATOR, WWS
Job Titles:
- Certified Financial Planner
- CFP® Vice President, WWS Financial Advisor, RJFS
David Carbajal is a Certified Financial Planner™ specializing in financial planning for business owners, executives and professionals. He understands the needs of first-generation wealth and how to successfully plan for their legacy. Throughout his career, he has helped provide CFO family office services, including tax-effective wealth strategies and custom wealth transfer plans, to ultra-high-net-worth families with assets > $20 million.
A member of the Greene Wentzler Wealth team, David serves affluent clients and their families, and takes the role of trusted advisor very seriously. His thoughtful attention to the complexities of wealth allows him to address every detail essential to managing prosperity-now and in the future. Advisors who have earned the CFP® certification have specialized knowledge and skills that are invaluable when constructing personalized financial plans. David's other experience includes restricted stock unit planning, alternative investments and efficient cash flow management. Passionate about serving clients and his community, David offers pro bono financial planning as a member the CFP® Board's Foundation for Financial Planning.
Job Titles:
- Member of the Service Associates & Staff
- BRANCH BUSINESS COORDINATOR
Job Titles:
- Vice President, WWS Financial Advisor, RJFS
Forest Busby Jr. began his financial advisory practice in 2006 after a 15-year career in the chemical industry as an independent researcher and manager of research organizations. A primary focus of his advisory practice is retirement planning and wealth transfer; he describes his approach as multi-generational wealth creation and preservation. Fueled by a passion for helping others, Forest uses his analytical skills to evaluate financial markets and execute strategies that are designed to help his clients live the retirement they envision while leaving a legacy for future generations.
Coupled with the multi-generational wealth creation and preservation aspect of Forest's practice is a "friends and family" approach to interacting with people. A potential client may walk into his office as a stranger, but they leave as a friend. Forest's goal is to build relationships that are so strong, he is viewed as a trusted family member by his clients. Forest's clients come from all backgrounds and include educators, technical professionals, tradespeople and business owners; many of whom may have not previously needed the services of a financial advisor. This diversity of backgrounds reinforces his commitment to client education while providing sound financial advice. Forest is particularly fond of Warren Buffett's quote, "be fearful when others are greedy and greedy when others are fearful."
Job Titles:
- Executive Vice President, WWS Private Wealth Advisor & Portfolio Manager, RJFS
- Senior Partner of Greene Wentzler Wealth
Fred Greene is the senior partner of Greene Wentzler Wealth (GWW), which focuses on the needs of private wealth clients and their families. As a Private Wealth Advisor, Fred and his team incorporate a wide range of layered financial strategies to fully address the complexities of wealth in a holistic and highly coordinated manner. He essentially functions as the Family CFO by designing strategies to preserve wealth and family values, and also serves as the quarterback between all professional advisors (tax and legal) working with the client.
Fred developed the team's risk management philosophy that combines income and growth strategies to potentially achieve a more stabilized portfolio return over time. This customized approach is the cornerstone of the GWW practice, and is based on prudent capital markets guidance, tax mitigation strategies, superior client service, communication, and integrity. An advisor since 1983, Fred establishes deep, meaningful relationships and works with several clients that have been with him since the beginning of his career.
Job Titles:
- Member of the Service Associates & Staff
- BRANCH BUSINESS COORDINATOR
Job Titles:
- Member of the Service Associates & Staff
- CLIENT SERVICE ASSOCIATE
Job Titles:
- First Vice President, WWS Financial Advisor, RJFS
A financial advisor since 2000, Bert Runnels has fused frequent communication, financial modeling and ongoing monitoring into a signature advisory style. This approach has been refined over time and is the foundation for a practice that includes clients ranging from millennials to retirees and young professionals to seasoned business owners.
Job Titles:
- Financial Advisor
- First Vice President, WWS Financial Advisor, RJFS
J.B. McAllister understands the positive impact a financial advisor can make in the lives of clients because he started working in the securities industry just as the 2008 financial crisis unfolded. J.B.'s practice includes many company owners who are experts at business planning but uncertain how to prepare for their own retirement. Well-versed in how personal and company finances are intertwined, J.B. identifies strategies that help drive the desired retirement results while also taking the firm's needs into account.
J.B. focuses on providing clients with options that often include growth strategies and tax-efficient techniques 1. He diligently assesses each client's current situation and then designs an integrated program for today and the future. Strategic and immersive, J.B. enjoys building personal relationships as he helps clients navigate today and prepare for the next chapter.
Job Titles:
- Member of the Service Associates & Staff
- CLIENT SERVICE ASSOCIATE
Job Titles:
- Vice President, WWS Financial Advisor, RJFS
Interested in investing since he earned his first paycheck during high school, Jason understands how finances can impact all aspects of your life. He combines financial and lifestyle planning to consult with families and offer a path to a more secure and fulfilling future. Jason credits his ten years of service in the U.S. Marine Corps for teaching him the discipline of focusing limited resources to help maximize results. He recognizes that even a modest amount of money can make a meaningful difference in helping to pay for a child's education, eliminate a mortgage or achieve another milestone.
Jason has a diverse practice that also includes many business owners and entrepreneurs. He understands the connection between company and personal finances, which enables him to help clients plan for both their future business operations and individual wealth. Strong, forthright and always available, Jason often collaborates with a client's CPA, tax professional or attorney to effectively address each set of unique circumstances and needs.
Job Titles:
- Investment Management Consultant Vice President, WWS / Financial Advisor
- Investment Management Consultant Vice President, WWS / Financial Advisor, RJFS
Since 2004, Joe Spooner has shared his specialized knowledge of income and retirement planning strategies with a broad base of individuals including business owners, multi-generational families, pre-retirees and retirees. His advisory practice is based on the core principles of unbiased financial advice and quality, long-term investments. In a world of 24-hour news and constant media bombardment, clients appreciate Joe's commitment to the role of trusted advisor for the long haul.
Joe is equally focused on providing outstanding customer service and works hard to be both accessible and responsive. His previous 20-year career in business development at UPS taught him the importance of building enduring relationships, and he is known for greeting each client warmly and with a smile. Attention to detail and a "client first" mindset have resulted in such deep relationships that many clients feel like "friends and family."
Job Titles:
- Member of the Service Associates & Staff
- CLIENT SERVICE ASSOCIATE
Job Titles:
- Member of the past President & Board Member
Job Titles:
- Insurance Services Consultant
Kym Harris finds fulfillment in helping others achieve more than they might expect. Since 2012, she has worked in the greater Houston metropolitan area and helped clients better understand the financial aspects of their life and how-to prepare for different life stages. Her objective is to empower others to enjoy their retirement and leave a legacy for future generations.
Kym's passion is evident in the first meeting. She asks thought provoking questions that determine the next steps in addressing the retirement puzzle, which includes factors ranging from basic needs to the loftier goal of transferring wealth to family and charitable organizations. Kym is a self admitted zealous problem solver whose motto is "Making a Difference in Your Future."
Job Titles:
- Senior Vice President, WWS Branch Manager, RJFS
Laurie McLaughlin began her career at Woodforest Wealth in 2009. As part of the management team, Laurie is responsible for compliance oversight, risk management and administration of a growing team of financial advisors and support staff.
Laurie draws upon her in-depth experience and knowledge of wealth management to collaborate closely with the Woodforest Wealth team in developing best practice solutions to enhance and protect client relationships. She also helps financial advisors meet their growth objectives and assists with bringing in new advisory teams to the company.
Responsible for employee coaching, development and performance management of all support staff, Laurie is committed to offering exceptional service to our advisors and their teams.
Job Titles:
- Member of the Service Associates & Staff
- CLIENT SERVICE ASSOCIATE
Job Titles:
- Member of the Service Associates & Staff
- BRANCH SERVICE ASSOCIATE
Job Titles:
- Vice President, WWS Financial Advisor, RJFS
Helping others feel empowered and comfortable about the future - these are the unwavering goals of Morgan Murdock. Since 2009, this Louisiana native has dedicated herself to managing and preserving wealth for clients and their families.
Advising has always been in Morgan's heart. The daughter of a financial advisor, she learned at a young age how the best advisors can make a difference and help advance client goals. Morgan's practice not only "feels like family"; it can include family if she is collaborating with her husband and fellow financial advisor, Jonathan. Whether working one-on-one or together with Jonathan, Morgan's approach is professional, efficient and friendly.
Morgan believes the most successful wealth management strategies are shaped by the needs of each client and the big picture. She applies her financial knowledge to the desired lifestyle and guides clients through a series of life changes in a constantly changing world. This comprehensive, results-focused planning, delivered with constant personal attention and a commitment to her clients' best interests is what sets Morgan apart.
Job Titles:
- Member of the Service Associates & Staff
- SENIOR VICE PRESIDENT, WWS / MARKETING MANAGER, RJFS
Job Titles:
- Certified Financial Planner
- Certified Plan Fiduciary Advisor
- CFP®, CPFA, CEPA Vice President, WWS Financial Advisor, RJFS
Peter Anderson is a Certified Financial Planner™ practitioner known for structuring intricate wealth management strategies for the affluent and emerging affluent. His clients include medical professionals, entrepreneurs, business owners, and corporate executives who benefit from his specialized knowledge of creditor protection, investment and retirement portfolio risk mitigation, succession planning for business owners and college funding analysis and implementation.
Also a Certified Plan Fiduciary Advisor, Peter has the expertise to help businesses better manage their fiduciary roles and responsibilities. He focuses on analyzing Qualified Retirement Plans and providing employers with alternatives to assist with reducing their Fiduciary Liability.
Throughout his 26-year career in the financial services industry, Peter has remained committed to offering clients an unbiased menu of comprehensive services to help drive their desired results.
Job Titles:
- Financial Services Chairman
- Practice Intelligence Advisory Council
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The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
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Raymond James Financial Services Chairman's Councils for 2013 - 2016 and Leaders Council for 2017 - 2021¹
Job Titles:
- Vice President, WWS Financial Advisor, RJFS
During his 25-year advisory career, Richard Saldaña has earned the respect of his clients for designing tax-efficient, wealth management plans that incorporate strategies ranging from traditional investments such as stocks and bonds to alternative investments. Richard understands there is no optimal strategy that is right for every client, and his goal is to create stable returns without unnecessary risk.
Richard's practice is diverse and consists of business owners, pre-retirees, retirees and international, Spanish-speaking clients. He also has experience guiding not-for profit entities and government organizations. Richard often advises firms about 401k and Defined Benefit Plans, and his recommendations are based on a thorough evaluation of many factors including the company's tax situation and the owner's personal retirement needs. Greeting each client with a smile and a handshake, Richard focuses on establishing deep relationships and, in doing so, better understanding those he serves.
Job Titles:
- Senior Vice President, WWS Financial Advisor, RJFS
With 20+ years of experience as a financial advisor and a quarter century spent working as an attorney, Bob Ogren has developed expertise that few advisors can match. A subject matter specialist, he has lectured and written articles focusing on wealth management, estate planning and retirement planning. In addition, Bob has taught "Ready, Set, Retire" classes as part of the adult education program offered by Lone Star College.
The son of a charter member of the Chartered Financial Analyst (CFA®) program, Bob has based his advisory practice on some of the same fundamentals used by his father including "long term appreciation of capital with the appropriate risk for each client". However, his approach has a modern twist as he is sensitive to the new dynamics of building wealth for his clients that include business owners, company executives, affluent families and trusts.
Education and Certifications
University of Illinois, JD
Northwestern University Kellogg School of Business, BBA
Job Titles:
- CEPA Senior Vice President, WWS Private Wealth Advisor, RJFS
A founding partner of Green Wentzler Wealth (GWW), Rudy Wentzler is known for his thoughtful guidance to high-net-worth individuals with complex needs, ranging from sophisticated investment management to risk mitigation and legacy planning. He understands that a smooth transition to the next generation requires advance planning, and his attention to detail helps set up families for success. Familiar with the challenges of exceptional wealth, Rudy helps clients address every facet of their finances, leaving them free to focus on other priorities and enjoy life.
His accreditation as a Certified Exit Planning Advisor sets Rudy apart from other private wealth advisors. He encourages company owners to maximize the value of their firm by planning for growth and transition. This approach helps clients build more valuable companies and creates stronger personal financial plans that align with the business. An integral part of the process is Rudy's disciplined focus on timely and consistent communication, which he believes is key to a positive client-advisor relationship.
Job Titles:
- Principal of Woodforest Insurance Partners
- Senior Vice President, WWS Account Executive, RJFS
A willingness to serve others. Knows how to connect with people. Independent. Flexible. These are all qualities that describe Skeeter Hubert who began his insurance career in 2000 and regularly consults with businesses and professional practices to evaluate group health insurance and other qualified and non-qualified benefit plans. Skeeter helps firms prepare for the impact of continuing changes in legislation and select the best plan option for their employees after thoroughly evaluating alternatives, providers and related expenses.
Skeeter is the Principal of Woodforest Insurance Partners and has built his practice on supporting clients in ways others typically don't. He proposes new strategies and technology to help organizations combat the rising costs of health insurance without reducing benefits. Skeeter personally assists firms with contract negotiation, and his ongoing assistance includes compliance materials for HR staff, marketing tools to help educate employees about their available benefits, and other regular communications. His clients range in size from 2 to 500 employees and operate in industries ranging from asphalt to technology.
Job Titles:
- Insurance Services Consultant
Stacie Coleman lives by the words of the great British writer C.S. Lewis - "Integrity is doing the right thing, even when no one is watching." Her financial services career was sparked by a breach of trust from her own financial advisor, a close friend. This incident ignited a passion to educate herself about finance, especially insurance and investments.
Stacie's passion was fueled even more when she realized she could help others avoid the pitfalls she had encountered. She understands "knowledge is power", and she strives for her clients to feel informed and empowered.
Prior to her financial career, Stacie spent 15 years working with individuals grappling with neurological conditions and their equally struggling families. She found great satisfaction in helping people through challenging times, and she brings the same passion to the financial world. Now Stacie focuses on the financial well-being of her clients, which include women who have lost husbands to death or divorce, young professionals building wealth and individuals on the brink of retirement.
Job Titles:
- State University, BBA Finance
Job Titles:
- President, WWS Branch Manager, RJFS
Steve Tucker leads the team of financial advisors and directs strategic growth for Woodforest Wealth Strategies. With over 25 years of financial services experience, Steve is passionate about working with financial advisors to build and maintain a successful practice that delivers results for individuals, corporations and families.
Before joining Woodforest, Steve led a number of key initiatives for Merrill Lynch focused on maximizing results for new and existing advisory practices. Steve believes that good wealth planning should be disciplined, and he focuses on partnering with and mentoring others, effective communication and consistent execution to help drive a better experience for all.
An investment professional since 2000, Steven Wohlschlaeger combines his strategic mindset and passion for people when working with a client base that has expanded far beyond his hometown of Conroe. He advises successful individuals, families, business owners and corporate executives throughout North America, often spending time with clients around a kitchen or board room table. Steven is very proud that he frequently works with multiple generations of the same family and often earns the business of both buyers and sellers after ownership of a company changes hands.
Steven regularly consults in the corporate retirement planning space with small businesses, middle-market firms and non-profit organizations. His pragmatic thinking and attention to detail aids individuals and companies in developing overall strategy and working financial plans, often uncovering new possibilities for growth. The opportunity to work face to face with others and assist with a broad range of issues motivated Steven to trade a successful career in engineering for one in financial services.
Job Titles:
- Member of the Service Associates & Staff
- CLIENT SERVICE ASSOCIATE
Job Titles:
- Member of the Service Associates & Staff
- REGISTERED CLIENT SERVICE ASSOCIATE