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201 Fort Worth HWY 
Weatherford, TX 76086

(817) 550-6750

info@sg-wealth.com

 

Team

 

Wayne Garrett, CPA/PFS, CFP®

Chief Executive Officer

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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Brandon W. Garrett, CFP®, CIMA®, AIF®

President | Chief Investment Officer

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®

Chief Compliance Officer | 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 is a Wealth Advisor with Legacy Financial Management, a branch office of Snow Garrett Wealth Management in Lubbock, TX. Keith manages the Lubbock branch office providing investment advisory and financial planning services to...

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Hayden Hill, CFP®

Associate Wealth Advisor

As an Associate Wealth Advisor, 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

As a Paraplanner, 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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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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Audra Garrett

Event Coordinator | Receptionist

Audra serves as the Event Coordinator for Snow Garrett Wealth Management where she plans and organizes frequent client events. Audra has always enjoyed planning fun and unique parties for her family, and now she has taken her passion...

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Elizabeth Hopkins

Client Service Associate

Lizzie is a Client Service Associate with Snow Garrett Wealth Management where her role encompasses serving our clients beginning in an array of administrative responsibilities including client onboarding, contribution and distribution...

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Laura McCrory

Internal Office Bookkeeper | Receptionist

Laura is an internal bookkeeper and receptionist for SGWM. Laura began working for SGWM in 2016 as their bookkeeper one day a week and now works four days a week between the two roles. She brings 24 years of experience in QuickBooks...

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