IVY WEALTH - Key Persons
Job Titles:
- Financial Planning Associate
Catherine is our Financial Planning Director. She has been in the business for over 20 years and is an absolute wealth of knowledge when it comes to all things wealth management…see what we did there?
Catherine enjoys traveling, exploring new recipes, and spending time with her husband, Roger, and their two dogs.
Job Titles:
- Financial Planner
- Wealth Advisor
Christian is an accomplished financial planner who has been in the financial advising industry since he graduated from Texas A&M in 2016. He started his career with Guardian where he spent four formative years honing his skills and gaining insights into the intricacies of financial management. In 2021, he made the strategic decision to transition to Ivy Wealth to leverage an enhanced suite of tools and services that better aligned with his commitment to delivering unparalleled service to his clients. His primary focus lies in assisting small business owners, understanding the nuanced financial landscapes they navigate. Fluent in Spanish, he offers a unique advantage in serving Hispanic-owned businesses, breaking down language barriers to ensure comprehensive and inclusive financial advice.
Job Titles:
- Financial Planning Associate
Job Titles:
- Partner - Wealth & Estate Planning
Dan has over 24 years of experience in the financial industry, working in trading, portfolio management, private equity and advisory. He holds a tremendous amount of designations and is always striving to learn and grow.
Jackie is our new business director and coordinator. She helps clients through underwriting of insurance cases.
Job Titles:
- Director of Client Experience
Jordan was born and raised in Baton Rouge, LA. He married his high school sweetheart, Hays Bourgeois, in 2012 and they moved to Dallas, Texas in January of 2014. They have two beautiful boys name Brody and Jack.
Jordan spent the first 7 years of his career as a financial advisor at Northwestern Mutual where he credits a lot of his professional success to the foundation they helped him lay.
His vision for IVY Wealth was to give his clients a more customizable experience based on their own individual needs.
In his free time, Jordan loves spending time with his family, traveling with his wife, playing sports and playing music.
Job Titles:
- Agency Compliance Administrator
Job Titles:
- Financial Advisor
- Wealth Management Advisor
Mike Muncy is a dedicated financial advisor with a strong background in Business Management and Marketing. He earned his bachelor's degree from Texas Tech University and has been serving clients in the financial industry since 2018. Originally from Corsicana, TX, Mike relocated to Dallas after completing his studies at Texas Tech in Lubbock.
Job Titles:
- Director of Portfolio Management
Noah has over 10 years of experience in the investment industry. He held roles at JPMorgan and Neuberger Berman where he specialized in client transitions, asset allocation, and macroeconomic analysis.
Noah holds a Bachelor's Degree in Finance from the University of Texas at San Antonio and a Master's Degree in Accountancy from the University of Texas at Dallas. Noah is a CFA Charterholder, CAIA Charterholder, and a licensed CPA in the state of Texas.
Robin is a seasoned professional in the financial services industry, currently serving as the Investment Director for IVY Wealth. With a career spanning over 19 years, he has garnered extensive experience and expertise in investment strategies, financial planning, and wealth management. Robin's journey in the industry began in 2004, where he embarked on a path of excellence and continuous learning.
For the first seven years of his career, Robin honed his skills with an independent financial planning group, gaining a comprehensive understanding of the intricacies of financial planning and client advisory services. This early experience laid a strong foundation for his future endeavors and cultivated his passion for helping clients navigate their financial goals.
In 2011, Robin transitioned to USAA, a reputable financial services company, where he further expanded his knowledge and honed his investment management skills. During his nine-year tenure at USAA, Robin played a vital role in providing comprehensive financial advice to a diverse range of clients, contributing to their long-term financial success.
Robin's pursuit of professional growth and his commitment to offering unparalleled financial solutions led him to join our team. As a key member of the team, he brought his extensive experience and strategic insights to assist clients in achieving their financial aspirations. Robin's keen eye for investment opportunities and his ability to analyze market trends positioned him as a trusted advisor for his clients.
Education has played a pivotal role in Robin's career journey. He obtained a Bachelor's Degree in Business Administration with a Finance focus from Hardin-Simmons University in Abilene, TX. This academic background, combined with his years of practical experience, has equipped him with a comprehensive understanding of financial principles and strategies.
While Robin is dedicated to his work, he also values his personal life immensely. When he's not immersed in the world of finance, he cherishes spending quality time with his wife and kids. Robin understands the importance of work-life balance and strives to create lasting memories with his loved ones.
Furthermore, Robin has a passion for the outdoors and enjoys hunting during the fall season. This hobby allows him to unwind, connect with nature, and recharge his mind. It also reflects his ability to focus, strategize, and embrace challenges-an attitude that transcends into his professional life.
With his unwavering commitment to excellence, Robin continues to make a significant impact in the financial services industry. Through his expertise, dedication, and genuine care for his clients, he helps individuals and families navigate the complexities of wealth management, ultimately paving the way for their financial prosperity.
Job Titles:
- Retirement Plan Specialist
Job Titles:
- Director of Business & Estate Planning