Focus Areas

  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Charitable Giving
  • College Savings

Personal Interests

  • Health & Nutrition
  • Personal Fitness
  • Outdoor Enthusiast
  • Traveling
  • Social Responsibility

Contact Me

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Office Information


Office Hours
Monday 08:30AM - 04:30PM
Tuesday 08:30AM - 04:30PM
Wednesday 08:30AM - 04:30PM
Thursday 08:30AM - 04:30PM
Friday 08:30AM - 03:30PM
Saturday By Appointment Only
Sunday Closed


(866) 445-0424

Branch Team

  • Wendy Dewerse
    Branch Office Administrator

Office Address

3000 Joe Dimaggio Blvd
Suite 83
Round Rock, TX 78665
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