Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Marcontell Wealth Management
Team photo for Marcontell Wealth Management

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Our advisors

Advisor photo for Jennifer Marcontell

Jennifer Marcontell

CFP®, BFA, ChFC®, AAMS®, APMA®, CRPC

Private Wealth Advisor

Learn more about Jennifer Marcontell
Advisor photo for Allie Gwynn

Allie Gwynn

CFP®, BFA, APMA®, AAMS®

Financial Advisor

Business Development Coordinator
Learn more about Allie Gwynn
Advisor photo for Ryan E Heard

Ryan E Heard

BFA, APMA®

Associate Financial Advisor

Investment Operations Coordinator
Learn more about Ryan E Heard
Advisor photo for Cody Kilpatrick

Cody Kilpatrick

CFP®, BFA, APMA®

Associate Financial Advisor

Learn more about Cody Kilpatrick
Advisor photo for Todd Patton

Todd Patton

BFA, CRPC, APMA®

Financial Advisor

Learn more about Todd Patton
Advisor photo for Emily Powers

Emily Powers

BFA, APMA®

Associate Financial Advisor

Learn more about Emily Powers
Advisor photo for Lawson Cavarretta

Lawson Cavarretta

Associate Financial Advisor

Learn more about Lawson Cavarretta


Our team

Tawny Badger

Tawny Badger

Data & Reporting Senior Analyst

Hannah Briggs

Hannah Briggs

Client Relationship Specialist

Alicia Bryan

Alicia Bryan

Client Service Manager

Qualifications

  • BFATM

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Vadim Clanet

Vadim Clanet

Client Service Specialist

Lindsey Hinojosa

Lindsey Hinojosa

Client Service Specialist

Qualifications

  • BFATM

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Tenna Howard

Tenna Howard

Operations Director

Kenzie Lackey

Kenzie Lackey

Marketing Manager,

Event Planner

Qualifications

  • Behavioral Financial Advisor ™

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Ashley Meck, CFP®

Ashley Meck, CFP®

Financial Planning Director,

Client Relationship Director

Qualifications

  • BFA™

  • CEPA®

  • APMA™

  • Series 7

  • Series 66

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Victoria Morales

Victoria Morales

Financial Planning Analyst

Qualifications

  • BFA™

  • APMA™

  • Series 7

  • Series 66

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Kirsten Price

Kirsten Price

Data & Reporting Analyst

Stacey Vasquez

Stacey Vasquez

Business Development Specialist

Abby Walker

Abby Walker

Client Relationship Specialist