As company we are only as strong as our people. We have assembled a great team full of diverse and unique skills, background, and experiences. Take a moment to learn more about our teams personal interests, families, duties, responsibilities, background, and education.
Family: Anders is a dedicated father to twin boys, Sebastian and Sawyer. As a family, they enjoy riding bikes, traveling, and spending time with their golden doodle, Boon. Anders was born and raised in Austin.
Duties & responsibilities at Wela: Anders is a Partner and Client Advisor at Wela Financial Advisory. He meets with clients to review and create personalized holistic financial plans based on their needs and goals. As a Partner in the firm, he is involved in investment operations and internal process management.
Education: Anders holds a B.S. in Education from the University of Tennessee and an MBA from The University of the Incarnate Word.
Background: In 2014, immediately after business school, Anders joined the financial services industry. He holds his series 65 and Certified Financial Planner designations.
Family: Esmond is married to his college sweetheart, Savini. Esmond grew up in Houston and is a proud Houston Sports fan – Go Rockets! Esmond and Savini have a daughter named Lucia, a rescue dog named Bam Bam, and a Mini Sheepadoodle named Rory! In his free time, Esmond likes to watch sports, play golf, and travel.
Duties & responsibilities at Wela: Esmond is a Partner and Client Advisor at Wela Financial Advisory. He meets with clients to review and create personalized holistic financial plans for them based on their needs and goals. As a Partner in the firm, he is involved in client service operations and internal process management.
Education: Esmond holds a B.B.A in Economics from the University of Texas at San Antonio.
Background: Esmond joined the Financial Services industry in 2012 and became a licensed Advisor in 2014. He holds his series 65 & Certified Financial Planner designations.
Family: Holly is a mother to three daughters and a fur baby named Josie. Out of the office, she enjoys hiking, biking, camping and traveling to new places, as well as spending time with family both here in Texas and Ohio.
Duties & responsibilities at Wela: Holly acts as a liaison between our investment team and supports our clients with their individual requests.
Education: Holly holds a B.B.A. in Business Administration from the University of Cincinnati.
Background: Upon graduating, Holly began her career in banking. In 1987 she was lured away by a wealth management firm and has been in the financial services industry ever since. Holly joined Wela in 2004.
Family: Taylor is married to his wife Sydney. They have two children, Denver and Chipper and a miniature schnauzer, Thelma Lou. Taylor enjoys yardwork, golf, reading, and spending quality time with family and friends.
Duties & responsibilities at Wela: Taylor oversees operations, compliance, and helps with marketing at Wela. He is essential to business operations, process management, and practice management.
Education: Taylor holds a B.S. degree from McMurry University.
Background: Taylor joined the financial services industry in 2016. He holds his series 65 license, Chartered Retirement Plan Counselor, and Chartered Retirement Plan Specialist designation. He joined Wela in 2022.
Family: Diane was born in Tokyo and is a self-proclaimed “military brat”. Her father served over 20 years in the US Air Force. Diane has a basset hound named Nancy Reagan. She enjoys the company of family and friends, is very active in her church, and is involved in the deaf community.
Duties & responsibilities at Wela: Diane works with client advisors to ensure timely processing of day to day needs and requests. She is responsible for client outreach and serves as a main point of contact for Wela.
Education: Diane holds an Associate of Applied Science in computer programming.
Background: Diane started her career at Alamo Savings in their computer programming department. She has previous experience at Southwest Business Corporation and American Funds. Diane joined Wela in 1997.
Family: Brandon was born in Corpus Christi and moved to San Antonio in 1995 where his entire family continues to reside today. He and his family enjoy traveling, reading, camping, hiking, and visiting museums.
Duties & responsibilities at Wela: Brandon works with client advisors to ensure timely processing of day to day needs and requests. He is responsible for client outreach and serves as a main point of contact for Wela. He also helps oversee marketing and client experiences.
Education: Brandon holds a B.A. in Geography with a Minor in International Studies from The University of Texas at San Antonio, where he graduated Cum Laude.
Background: Brandon has prior experience in oil and gas mapping, education, property tax mapping, and banking. He has been in the financial services industry since 2018. Brandon holds his series 65 license. Brandon joined Wela in 2021.
Breed: Goldendoodle, born in Atascosa, TX
Duties & responsibilities at Wela: Boone is an office greeter, he takes naps, plays, guards the door, and loves his snacks.
Age: 6
Breed: Miniature Sheepadoodle
Duties & responsibilities at Wela: Rory is the puppy of the two office greeters, she loves to play, nap, and smell everything.
Age: 1