With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Jennifer Marcontell

CFP®, BFA, ChFC®, AAMS, APMA, CRPC

Private Wealth Advisor

Learn more about Jennifer Marcontell

Allie Gwynn

CFP®, BFA, AAMS

Associate Financial Advisor

Learn more about Allie Gwynn

Ryan E Heard

BFA, APMA

Associate Financial Advisor

Investment Specialist
Learn more about Ryan E Heard

Cody Kilpatrick

CFP®, APMA

Associate Financial Advisor

Learn more about Cody Kilpatrick

Todd Patton

BFA, CRPC, APMA

Associate Financial Advisor

Learn more about Todd Patton


Our team

Hannah Briggs

Hannah Briggs

Client Relationship Manager

Alicia Bryan

Alicia Bryan

Client Service Manager

Personal Intro

Alicia has been part of our Marcontell Wealth Team since 2021.

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Lawson Cavarretta

Lawson Cavarretta

Investment Specialist

Lindsey Hinojosa

Lindsey Hinojosa

Client Concierge

Tenna Howard

Tenna Howard

Operations Manager

Personal Intro

Tenna has been part our Marcontell Wealth Team since 2017. She contributes to the office by coordinating insurance, driving client experience, and training other members in customer service.

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Kenzie Lackey

Kenzie Lackey

Marketing Manager,

Event Planner

Personal Intro

Kenzie joined the Marcontell Wealth Management team in 2022. She completed a bachelor’s degree in Agricultural Communications and Journalism from Texas A&M University.

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Ashley Meck, CFP®

Ashley Meck, CFP®

Financial Planning Analyst,

Operations Director

Qualifications

  • BFA™

  • CEPA®

  • APMA™

  • Series 7

  • Series 66

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Victoria Morales

Victoria Morales

Paraplanner

Qualifications

  • BFA™

  • APMA™

  • Series 7

  • Series 66

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Emily Powers

Emily Powers

Paraplanner

Qualifications

  • BFA™

  • APMA™

  • Series 7

  • Series 66

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Stacey Vasquez

Stacey Vasquez

Client Service Specialist

Personal Intro

Stacey joined our team in mid-2023 after working in both the education and healthcare sectors. She manages the Marcontell Wealth scheduling, answers and directs phone calls, and focuses on the in-office client experience.

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Abby Walker

Abby Walker

Client Relationship Manager

Christian Fell

Christian Fell

Intern

Irene Martinez

Irene Martinez

Intern