Our Team

Previous career was as a Manager of Information Technology field for 17 years with the largest Electric Utility company in the southwest. He started his career in the life  insurance industry in 1991.

His firm specializes in investment and retirement planning.
 
George has accumulated extensive experience in various capacities over 28 years in the financial services industry. Prior to becoming an Independent Advisor with LPL Financial six years ago,
a)    Served as President and Financial Advisor at JPMorgan Chase.
b)    Vice President and Financial Advisor at Morgan Stanley.
c)    Division Manager at Waddell Reed Financial Advisors.
d)    General and Area Manager at AIG Investments, based in San Antonio with offices in Austin, El Paso, Uvalde, Eagle Pass, Del Rio. Laredo and McAllen.
 
George specializes in annuity taxation and contract structure, 1035 exchange suitability, income planning for retirees, asset allocation and qualified retirement plans, to name a few. He has a passion and commitment for providing exemplary service and support.
 
George serves as a board member for a local credit union and board member for Guiding Star/Pro-life pregnancy and health center.
 
George and his wife, Rose are in Private Practice in El Paso. They have four grown children and 7 grandchildren with exceptional abilities. They enjoy traveling, riding motorcycles, reading and spending time with each other and playing an occasional round of golf.

Education
Bachelor of Business Administration, 
Securities Licenses; Series 6, 7, 66, and Series 31
Insurance Licensed in Texas, New Mexico, Arizona and Colorado.
 
They regret not being able to attend this event due to a prior commitment to attend a three day wedding (?) for a client’s daughter in San Miguel Allende in Guanajuato, Mexico and spending time in Mexico City prospecting for new clients.  

Derek Moffatt has a client-centered vision. He founded Moffatt Financial Strategies, LLC with the objective to educate, empower, and enrich the lives of clients through comprehensive investment planning and wealth management services. His clients appreciate his analytical mind, accessible manner, and clear style of communication. Derek prides himself on his strategic expertise, his exceptional organizational skills, and the individualized attention he gives to each and every client. He specializes in working with retirees (and people near retirement), as well as small business owners, helping them to maximize the wealth-building potential of their companies.

With twelve years of wealth planning, Derek understands the needs of both businesses and individuals. During his early career as Director of Advertising at the San Angelo-Standard-Times, he led strategic initiatives for a multi-million dollar department. Later, during his tenure as a financial planner for firms like Edward Jones Investments, he helped individual clients work toward their financial goals, assessing their circumstances and objectives and providing customized, highly strategic investment consulting.

In addition to his business and financial experience, Derek has over twenty years of public speaking experience. As a speaker and facilitator, he has an ability to connect with different types of audiences and explain intricate financial strategies in an easy-to -understand manner. Derek has presented to churches, clubs and civic groups ranging in size from ten to over 450 attendees.

Derek is a graduate of Angelo State University, an Accredited Wealth Management Advisor (AWMA), and an avid self-learner. He’s constantly studying the industry and learning how new trends translate into opportunities for his clients. Derek’s also active in the community: He is a member of the Fort Worth Rotary Club and an active member of his church. In his off hours, he plays jazz guitar, and spends time with his wife and four children.

To learn more about Derek Moffatt and Moffatt Financial Strategies, click here.

Sean P. Weaver, CFP®, MBA, began his financial services career in 2004 serving families in the areas of personal and business financial management. Sean's passion is educating people about financial planning techniques and empowering families to pursue their D.R.E.A.M. Sean's desire to educate the public on all aspects of financial planning has led him to teach retirement planning classes at area community colleges. In addition, Sean serves as a member of the Life Help Financial Team at his church where he is an instructor for Crown Financial and Dave Ramsey's Financial Peace University. Sean lives in Trophy Club, TX with his wife, Kerry, and their two children.

Practice Areas:

• Financial Planning
• Portfolio Management
• Retirement Planning
• Charitable Planning

To learn more about Sean Weaver and WWK Wealth Advisors, click here.

Joslin is a Business Relationship Manager who joined National Financial Alliance in June of 2019.  She has been in customer service for 15 years, the last 5 of those in the financial service industry in varying capacities, with a focus on retirement services. Joslin is well versed on working with advisors, clients, third party administrators and plan owners. She will assist with all advisor and client requests.

Robert graduated from Texas A&I with a bachelor's degree in education. He then attended Our Lady of the Lake University to obtain a Master of Education. He taught and coached in San Antonio for 12 years. Robert then joined AIG (American General) in 1980. 

Robert is a managing principal of National Financial Alliance, LLC. During his 27 years in the financial service industry, his firm has achieved numerous awards. The most prestigious being the Legion of Honor given in 2002. Robert focuses on the development of new advisors by leading from the front and knowing when to push from behind. He helps clients determine their financial goals and educates them on programs they can use to pursue them. 

Robert married his high school sweetheart, Garnett, on May 31, 1969. They have three children and seven grandchildren. 

Michael Spielmann is a financial services professional working independently to provide financial planning including risk management and investment securities advice. Michael has provided financial products and services to the Acadiana Community since 1997. As owner of Corporate Financial Strategies, LLC, Michael believes there is a need for businesses and individuals to walk through one door for all of their financial advice. 

Michael is a licensed insurance professional holding Life, Health and Accident licenses along with Property and Casualty insurance licensing. Michael also holds a Series 6 (held with LPL Financial) and Series 65 (held with Strategic Financial Concepts) securities license for his role as a Investment Advisor Representative. Michael is past president of both the Acadiana Association of Insurance and Financial Advisors and the Louisiana Association of Insurance and Financial Advisors. 

Michael holds a bachelor's degree in business management from the University of Louisiana. He is a proud husband to his wife of 21 years, Kathy, and father to four children: Natalie, Julia, William and Nicholas. All of which he claims to be his greatest accomplishment. 

Steve’s career in the financial services industry spans more than two decades, beginning with a Citigroup affiliate in Oklahoma City in 1988. In 1989, in addition to becoming an LPL Registered Representative, Steve earned both his FINRA Series 6 and Series 63 Investment  Representative securities registrations, held with LPL. In 1995, Steve added the distinction of Series 26 Limited Registered  Principal securities registration, held with LPL. In the years that followed, Steve earned his Series 65 Uniform Investment Adviser Law registration (held with Strategic Financial Concepts) and his Series 7 General Securities Representative registration (held with LPL), as well as receiving the designation of Certified Estate Planner from the National Institute of Certified Estate Planners.

As a member of the prestigious LPL Financial Freedom Club, a club based on production among LPL Advisors only, Steve has repeatedly been recognized as a distinguished member: in 2008, 2010, 2011, and 2012. 

Today, Steve specializes in financial planning, estate planning strategies, income planning, and investment advisement. Steve brings a personalized holistic approach to his financial and estate planning investment advice, taking into account not only each client’s present position and mid- and long-range financial goals, but also their life goals. Once Steve is confident he fully understands a client’s worldview, he presents them with practical, specific strategies in easy to understand action steps.

Mr. Romano and his wife reside in Edmond, where they are actively involved in their church and community. They have four children and five grandchildren. Mr. Romano enjoys travel, kayaking, fitness, cross-country motorcycle riding, reading, ministry, and donating time to nonprofits. His volunteer ministry has included working with programs for prisons.

Ed joined Benefit Planning Group in 2010. He holds his Series 6 registration with LPL Financial and the Series 65 registration with Strategic Financial Concepts. He is also and investment advisor representative with Strategic Financial Concepts. Ed holds a Life, Health and Variable license in Louisiana. 

Ed is a Louisiana retired public school educator of 20 years. He taught in the Jefferson and St. Tammany Parish Public Schools. He is also an adjunct instructor at Donaldson Education, where he teaches the Louisiana Life, Health and Accident Insurance class. 

Ed is a graduate of Brother Martin High School and holds a Bachelor of Arts degree from the University of New Orleans. 

He has facilitated retirement workshops in Jefferson and St. Tammany Parishes and a featured speaker for the Associated Professional Educators of Louisiana. 

Ed has served for many civic, government and education organizations including: Boy Scouts of America, Youth Service Bureau, City of Covington appointed Commissioner of the Board of Adjustments. 

Registered Representative, LPL Financial

George leverages his Series 7 and 66 securities licenses (held with LPL Financial) along with his life, health, and property & casualty insurance licenses to help individuals and families become financially independent.  George also does business planning for start-ups and closely-held corporations, helping their founders project their financial future and protecting them from unexpected losses.

George was a Media Director in the advertising industry for nearly a decade prior to building his financial services practice.  A veteran of JPMorgan Chase, MetLife, and American express; He brings 12 years of financial industry experience to the National Financial Alliance LLC and Strategic Financial Concepts.

Jonathan joined the financial services industry in 2002 and spent the first few years of his career working for a large retail bank with a team of advisors and bankers managing high net-worth clients. Seeking a more boutique firm focused on clients, Jonathan spent the next seven years working for an independent firm where he honed his skills in the fixed-income arena, specializing in providing taxable and tax-free income ideas. In 2015, he founded Oaks Wealth Management.

Jonathan graduated from Texas A&M University with a Bachelor of Science degree in Political Science and later obtained an MBA from the University of Houston. He completed the Certified Financial Planner course at Rice University and became a CERTIFIED FINANCIAL PLANNER™ Professional.

In addition to his career in the financial services industry, Jonathan served in the U.S. Army Reserve from 2000-2006, including one tour of duty in Iraq in 2004.

 In his spare time, Jonathan is committed to a dedication of service to others. In 2013, he founded the Leather Apron Foundation, a non-profit organization devoted to serving individuals and organizations in the Greater Oak Forest/Houston Heights neighborhoods. Additionally, Jonathan serves on the board of directors for The Oaks Business Association and is a member of the Financial Planning Association.

Jonathan was born and raised in Houston, Texas and married his high school sweetheart, Kristi.  In addition to raising their two boys, Jackson and Benjamin, Jonathan and Kristi also raise an assortment of farm animals, including commercial Black Brangus cattle, on their ranch in Livingston, Texas.

Oaks Wealth Management and NFA Wealth Management are separate entities. To learn more about Jonathan Kolmetz and Oaks Wealth Management, click here.

Leonard Nelson has over thirty years of experience in the financial services industry.

Lenny started his career as a pension consultant with CNA Insurance and has served clients as a financial advisor with both local and national firms during his career. He is currently a financial advisor with Strategic Financial Concepts.

Lenny is a native of New Orleans and is married to Maureen and has two daughters, Vanessa and Erica.

Benefit Planning Group and NFA Wealth Management are separate entities.

To learn more about Lenny and Benefit Planning Group, click here

The vision of our business is serving others by helping clients reach their individual financial and business goals. With a strong focus on education, we help people make sense of their complex financial lives. Integrated financial planning and strategic consulting are at the core of applying a fiduciary
standard of care with each of our clients.
 
Using a consultative approach, we become the fiduciary strategic advisor who bridges the gaps in an individual and business owner’s plan by uniting the different silos in our lives such as our CPA, attorney, banker, insurance and investment professionals, TPAs, record keepers, and benefit brokers. Unfortunately, we do not learn in school or even through life how to manage our financial lives or businesses.  We are just expected to know how it all works.  Well we need help.  We become a collaborative quarterback advisor for you who oversees your entire financial life (investments, insurance, debt, goals, dreams, etc.)  Helping you achieve your purpose and vision in life is important to us.
 
We bring to the business community investment consulting practices for your retirement plans, striving to bring a higher level of service for comprehensive retirement outcomes for participants, Department of Labor compliance education as well as key executive benefit packages.  We also assist with transitioning the business, business valuations, managing your income and hard earned retirement dollars and leaving a legacy to those who are most important to you.
 
Rebecca was raised in Oklahoma, has 3 children and many wonderful
grandchildren.  She is active in her local church as well as many local and national professional organizations.  She loves spending time with her family and friends, traveling and sports.  Her true passion is connecting and serving others to help bring them more joy in their lives.
 
I am looking forward to meeting you and I pray that God blesses your day and life!

Robert grew up in the Houston area where he spent much of his youth working on his Grandparent’s farm, developing a strong work ethic and love of the outdoors. Robert graduated from Sam Houston State University in Huntsville, Texas with a BBA/Finance degree. Following graduation, he worked in the oil & gas industry for two years until he found an opportunity to pursue his passion for investments & planning and joined a Fortune 500 asset management firm in 1998. It was here Robert began his career as a regional investment consultant working with independent advisors across the mid-west. In 2005, Robert studied at the Wharton School of Business in Philadelphia, PA where he achieved his Certified Investment Management Analyst (CIMA) Designation. In 2010, Robert left the asset management firm and joined LPL Financial, to follow his dream of helping people plan for and invest in their future. Robert’s financial practice is a consultative and goals-based practice focused on estate, business, & wealth planning.

 In addition, Robert is a Veteran of the United States Army, Board member of the Katy Family YMCA, member of the LIONS Club in Hallettsville, Texas, KISD “Partners In Education”, & Life Member of the Houston Livestock Show & Rodeo.

Robert married the love of his life, Melanie, in 1994 and currently reside in Katy, Texas where they are raising their 3 wonderful children, Catherine, Daniel, and Amelia.

I'm Sandra K. Morkovsky—your local Financial Advisor and I'm here to help make your financial future easier. If you're like most investors, you want someone to walk you through the investment choices available to you. That's where I may help. An investment executive provides in-depth knowledge necessary to assist you in identifying what investments are appropriate for you. Whatever your goals or stage in life, I can help you make the appropriate investment choices.

As an experienced investment executive, I am committed to making your journey toward financial independence as easy as possible. When it comes to your financial dreams, taking action is vital to your success, but it's not always easy. You know where you are—and where you want to go. My aim is to help you get there.

I have a client-centered approach…It's all about you. I'm here to help you:

• Save for retirement – before and during your retirement years
• Provide your family or business with risk management strategies
• Save for college expenses
• Help minimize taxes through tax-advantaged investing*
• Create a plan designed with the goal of lifetime income
• Maintain your independence with long-term care insurance
• Save for that something special (wedding, vacation, second home…)
• Gain confidence with your investment choices
• Create a legacy for your family
• Increase your understanding of Social Security
• Aim to preserve your wealth
• Fulfill your charitable wishes
• …with the appropriate products and services

Tracey has been an associate with National Financial Alliance since October 23, 2000. She came to us with 13 years of experience in the corporate field. Tracey focuses on being the liaison between agents and insurance carriers. Her responsibilities are, but not limited to: assisting agents in submitting and tracking new business, training and instructing agents on how to run quotes, training agents on navigation for the online venues for numerous carriers and managing agent commissions on the life side of the business. She has excellent communication skills and enjoys assisting agents in growing their business. 

Adam Straseske has served in the financial services industry for over a dozen years. He leverages his experience to add value to NFA Wealth Management, LLC and Strategic Financial Concepts, LLC as a compliance officer for numerous states. In this role, he is one of the senior compliance officers with duties including reviewing records, services and investment recommendations by the fee based and broker based financial advisors.

He started at Morgan Stanley Dean Witter and shortly thereafter went independent. Adam’s focus at Texas Private Asset Management is portfolio management and option strategies; He loves seeing a plan come together. Adam has earned his Chartered Market Technician designation and is a member of the Market Technicians Association and various civic clubs.

Adam has been married to his wife, Tina, for a short decade and they have two sons, Jack and Ryan. The family is active in their local church and on weekends you can find them spending time together.

Nichole joined National Financial Alliance in September of 2017. At NFA's corporate office, Nichole is one of the administrative assistants. Nichole's job duties include being a liaison between clients and advisors, assisting with corporate event planning and day to day office responsibilities. She handles anything that clients and advisors may need assistance with.