Team
At Wallstreet Texas, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Claudia Vasquez
SR VP Business Development
claudia.vasquez@wallstreettexas.com
Professional Profile: Claudia began her career in the financial services industry when she joined AIM Funds in 1995. In March of 2009, after spending more than 10 years with a national brokerage firm, ..
Acie French
Financial Consultant
Professional Profile: Acie has spent her entire career, more than 20 years, in the financial services industry, and has been an advisor for the past thirteen years.
Elliott Fell
Financial Consultant
elliott.fell@wallstreettexas.com
Professional Profile: Elliott spent four years in the United States Air Force prior to beginning his career as a financial advisor.
Luisa Ehrig
Financial Advisor
281-953-2055
luisa.ehrig@wallstreettexas.com
Professional Profile: I work with individual investors to define financial goals, creating a strategy to pursue those goals, and helping manage your behavior, emotions and investments to diligently execute the strategy we have...
Scott Yates
Project Administrator
Professional Profile: Scott started in the life insurance industry in 1987, working for a Brokerage agency for 17 years. During this time he progressed from a marketing representative to Vice President of The Shaw Company. Eventually he...
Cathy Todd
Office Administrator
cathy.todd@wallstreettexas.com
Cathy spent 35 years in public education, and still volunteers for Lamar Consolidated ISD. She loves to read, quilt, fish, travel and camp. For Wallstreet Texas she is working in a support roll for the advisors, which includes keeping...
Carlos Rubio
Financial Consultant
carlos.rubio@wallstreettexas.com
Carlos Rubio has over 8 years of investment experience in the financial services industry in such roles as Assistant Portfolio Manager, Research Analyst and Trader. As the Director of Financial Planning
Hawes Dickerson
Financial Consultant
hawes.dickerson@wallstreettexas.com
Hawes Dickerson began a financial advising career in 2016 with a major investments brokerage firm where he learned to serve clients needs and goals,
Sylvia Gonzales
Office Manager
Sylvia.Gonzales@wallstreettexas.com
Sylvia brings 15 years of experience in financial services to LPL Financial as Operations Manager. She brings professionalism and personal commitment to serving each client.