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201 Fort Worth HWY 
Weatherford, TX 76086

(817) 550-6750

info@sg-wealth.com

 

Team

 

Wayne Garrett, CPA/PFS, CFP®

CEO | Wealth Advisor

As CEO of Snow Garrett Wealth Management, Wayne spends his time meeting with clients and overseeing the strategic initiatives of the firm.

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As President of Snow Garrett Wealth Management, Brandon meets regularly with clients, coordinates the firm's strategic initiatives with Wayne, helps oversee day-to-day operations, and is the chairman of our investment committee.

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Stefan W. Simpson, AIF®

CCO | Director of Business Operations

As Snow Garrett Wealth Management's Chief Compliance Officer and Director of Business Operations, Stefan heads up the team's compliance program, manages day-to-day business processes, and assists with the strategic direction of the firm.

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Stephanie brings over twenty years of experience as a financial planner and spends the majority of her time meeting with clients, working directly with Brandon Garrett on investment strategies, and delivering financial plans.

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Keith Trent

Wealth Advisor

Keith Trent is the owner and wealth advisor of Legacy Financial Management and has recently joined Snow Garrett Wealth Management. Keith brings nearly 30 years of financial services experience to the team. 

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Hayden Hill

Paraplanner | Client Service Associate

As a Paraplanner and Client Service Associate, Hayden works directly with our Wealth Advisors to provide support with the financial planning process, investment research, and administrative needs.

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Madison Wallace

Paraplanner | Client Service Associate

As a Paraplanner and Client Service Associate, Madison works directly with our Wealth Advisors to provide support with the financial planning process, investment research, and administrative needs.

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Melody Fleming

Client Service Associate

As a Client Service Associate, Melody serves as a key point of contact for all administrative needs including the account opening process, transfers, deposits & withdrawals, and scheduling. Melody primarily works in our Weatherford office.

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Callie Terrell

Client Service Associate

As a Client Service Associate, Callie serves as a key point of contact for all administrative needs including the account opening process, transfers, deposits & withdrawals, and scheduling. Callie primarily works in our Fort Worth office.

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Casie Scheffler

Executive Assistant

As the Executive Assistant, Casie provides support to the firm's executive team as well as serves clients through day-to-day operations.

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