Roger Whitney
CFP®, CIMA®, CPWA®, AIF®
Cracking the code to creating a great life after 50 is his life’s work. Roger has over 27 years experience walking life with clients into and through retirement.
- Creator of the Agile Retirement Management™ Process
- Creator of the Retirement Standard of Care
- Author of Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, Morgan James, 2018
- Instructor, Retirement and Employee Benefits Section of the Certified Financial Planner Certificate Program, University of Texas Arlington
- Instructor, Maximizing Social Security for the Texas Society of CPAs
- Host of the award-winning The Retirement Answer Man podcast
What he cares about most
Making the most of the only life he has by taking intentional steps to make it so. Being a great husband, father, and mountain biker.
What he enjoys
Walking Sherlock (his Great Dane), cycling, geeky board games and creating The Retirement Answer Man podcast (such a geek).
Nichole Mills
Affectionately known as “Rock Star,” Nichole has held various roles in the financial services industry since 2009.
She is the engine that keeps all of the business processes running and the organizational mastermind who sees Roger’s brainchildren to fruition. You may hear her pop up from time to time on The Retirement Answer Man show.
What she cares about most
Experiencing life with her amazing husband and being an engaged mom to their two sons.
What she enjoys
Good books, hot coffee, quirky humor, adventures with her people and cooking.
Brandy Barela
RP®
Affectionately known as “the shepherd,” Brandy has a decade of experience managing and improving client care systems.
She focuses on working with the team and clients to assure all operational requests and requirements run smoothly. She is a Registered Paraplanner®.
What she cares about the most
Family; spending as much time with her littles and husband as she can.
What she enjoys
Hitting the bike trails with her family on the weekends, listening to her son play the trumpet, supporting her daughter in gymnastics, camping, and fishing.
Lorna Kuether-Alvey
Affectionately known as “mama bear,” Lorna uses her three-decades-plus experience in project management and operations to manage and improve the operational efficiency of the entire team.
She is a founding partner of our Registered Investment Advisory Firm.
What she cares about most
Loving on and enjoying her family, which includes her husband, daughter, and the joy of her life, her granddaughter.
What she enjoys
Water sports, adventure traveling, fishing, gardening, reading and spending time with friends and family.
Philip Wetzel
Affectionately known as “the sage,” Phil is a former CEO and president of a closely held corporation.
He has four decades experience establishing, growing and selling businesses and in real estate management and investment.
What he cares about most
His great lady Nancy, daughter Taryn and new granddaughter Liliana.
What he enjoys
Providing council to people through guidance, accountability, support and encouragement.
