Broker Check

1207 Santa Fe Drive
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. Wayne also serves as the firm's Chief Compliance Officer (CCO).

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Brandon W. Garrett, CFP®, CIMA®

President | Wealth Advisor

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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Gary D. Snow, CPA/PFS

Wealth Advisor

Gary is a founding Wealth Advisor with Snow Garrett Wealth Management – spending the majority of his time developing new business and collaborating with the Wealth Advisor team.

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Larry N. Parker, CFP®

Wealth Advisor

Larry is a founding Principal of PGA Financial, which was recently acquired by Snow Garrett Wealth Management. Larry spends his time meeting with clients, analyzing investments, and delivering financial plans.

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Charlie Gelineau, CRPC®

Wealth Advisor

Charlie is a founding Principal of PGA Financial, which was recently acquired by Snow Garrett Wealth Management. Charlie spends his time meeting with clients, analyzing investments, and specializes in long-term care insurance.

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Stephanie Szabo, CFP®

Wealth Advisor

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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Stefan Simpson

Operations Manager | Compliance

As Snow Garrett Wealth Management's Operations Manager, Stefan manages day-to-day business processes, assists Wayne Garrett with our compliance program, and oversees Human Resources.

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Hayden Hill

Paraplanner | Client Service Associate

Hayden is the newest member of our team! 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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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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Aubrey Beard

Client Service Associate

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

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Melinda Wilson

Marketing Associate

Melinda serves as our Marketing Associate where she spends her time planning client events, managing public relations, and helping with our overall marketing strategies. Melinda also helps schedule client appointments.

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