Meet the Team
Managing Partners
Vince Annable
Founder & CEO
Robert L. Annable II
President
Wealth Advisors
Bryson Blackwell
Wealth Advisor & 1031 DST Specialist
Rick Goodwin
Wealth Advisor
Todd Gottell
Wealth Advisor
Corwin Davidson
Wealth Advisor
Ryan Munoz
Wealth Advisor
Amy Joslin
Wealth Advisor
Scott Vignere
Wealth Advisor
Troy Thompson
Wealth Advisor
Joel Everett
Wealth Advisor
Brenten Blakeman
Wealth Advisor + Cost Segregation Specialist
Service Advisors
Preston Walchli
Service Advisor
John Miller
Service Advisor
Doak Cheatham
Service Advisor
Operations
Lauren Annable
Chief Operations Officer
Joe Fortuna
Operations Specialist
Mia Masters
Operations Specialist
Kelsey Souers
Executive Assistant
Meredith Leyton
Director of First Impressions
Tanya Wright
Operations Specialist
Stephani Parker
Executive Assistant
Elizabeth Chang
Operations Specialist
Total Wealth Planning
We combine the knowledge and attention-to-service of our in-house team with the expertise and skills of our network of specialists to develop a Total Wealth Plan. This includes strategies and tactics that provide opportunities to achieve more with your wealth. You’ll be confident knowing we have the experience and resources to guide you along every step of your financial journey.
Securities are offered through Realta Equities, Inc., Member FINRA / SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment Advisory Services are offered through Transce3nd LLC located at 835 Main Street, Building 200, Buda, TX 78610. Neither Realta Equities, Inc., nor Transce3nd LLC. is affiliated with Wealth Strategies Advisory Group.
The information contained herein is for educational purposes only and should not be considered a recommendation or personalized investment advice. All investments involve risk including the possible loss of principal. Certain investments contain substantial risks and are illiquid, and may only be appropriate for accredited investors. You should familiarize yourself with all risks associated with any investment product before investing. Past performance is no guarantee of future results.
Our strategic partners include third party CPA’s, tax planners, attorneys, and consultants who we have selected for their years of expertise in their chosen fields of specialty and the value we believe they add to our clients’ wealth management experience. Neither Wealth Strategies Advisory Group, nor Realta Equities, Inc., nor Transce3nd LLC, is affiliated with any of the strategic partners.
