Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Jennifer Marcontell

CFP®, ChFC®, AAMS, APMA

Private Wealth Advisor

Learn more about Jennifer Marcontell

Allie Gwynn

APMA, AAMS

Associate Financial Advisor

Learn more about Allie Gwynn

Cody Kilpatrick

CFP®, APMA

Financial Advisor

Learn more about Cody Kilpatrick

Erik M Pettine

APMA

Associate Financial Advisor

Learn more about Erik M Pettine

Ryan E Heard

APMA

Financial Advisor

Learn more about Ryan E Heard

Todd Patton

CRPC, APMA

Associate Financial Advisor

Learn more about Todd Patton


Our team

Alicia Bryan

Alicia Bryan

Client Service Specialist

Personal Intro

Alicia has been aiding clients of the team for almost two years. She is prepared to help you over the phone or in-person on any inquiries you might have regarding account administration or scheduling. Alicia is blessed with a beautiful family consisting of her husband, Michael, and her two children Alexa and Chase. Alicia enjoys going out to eat with her family at their favorite restaurant, Lupe Tortilla.

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Ashley Meck

Ashley Meck

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Personal Intro

Ashley joined the Marcontell Wealth team in early 2024. She has several years of experience within the financial industry and currently focuses on supporting Jennifer as a second chair during client appointments. When not working, you can find her spending time with her husband and stepson, fostering kittens and puppies, or finding a good thrift store!

Qualifications

  • CFP®

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Kenzie Lackey

Kenzie Lackey

Marketing Specialist

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. Post-graduation, Kenzie worked at Walt Disney World as a photographer and a restaurant hostess. She loves to travel with Orlando being her favorite destination. Her dog, Pepper, keeps her company when she is not traveling.

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Stacey Vasquez

Stacey Vasquez

Receptionist

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. When she's not at the office, you can find her spending time with her husband, Jason, and three kids, Brett, Brealyn, and Brynlee.

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Tenna Howard

Tenna Howard

Operations Specialist

Personal Intro

Tenna has been a part of the team for six years; Tenna has experience in entrepreneurship and banking. She contributes to the office by coordinating insurance, driving client experience, and training other members in customer service. In her free time, she enjoys to garden, cook, and spend time with her husband, Phil, her two sons, her four grandchildren, and dogs Blade and

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Victoria Morales

Victoria Morales

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Personal Intro

Victoria has been serving on the team for about five years, three of which were spent remotely employed or as a part-time employee as she completed her Bachelor’s degree in Finance at Texas State University. Victoria spends her time in the office serving clients and ensuring seamless communication amongst the team. Being recently married, she enjoys spending time with her husband, Christian, and training at the gym.

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