Diana Kay Blackburn

Alan Deetjen is the sole advisor at Summa Wealth Management, an independent registered investment adviser based in Blanco, Texas. He holds the ChFC® designation and Series 63 license, with 14 years of experience in financial advisory services. In addition to his work in wealth management since 2014, Deetjen maintains a law practice dating back to 1980 and oversees affiliated businesses involved in insurance sales and due diligence consulting. Summa Wealth Management serves individuals, high-net-worth clients, trusts, estates, and institutional clients by providing financial planning, consulting, and advisory services that begin with a required financial plan. The firm offers non-discretionary advice and primarily acts as a solicitor to third-party registered investment advisers, utilizing multi-strategy investment models and a process guided by investment policy statements.

Jeremy Bouwman is a financial advisor with Edward Jones in Blanco, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Anderson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Katherine Kennedy is a CFP®-credentialed financial advisor with 26 years of industry experience. She is currently affiliated with OSAIC and has worked at Royal Alliance Associates, INC. for 11 years. Kennedy also owns and operates KBK Wealth Strategies, LLC, through which she occasionally provides life and long-term care insurance services to existing clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage, advisory, and financial planning services, utilizing various asset-allocation tools, risk assessments, and third-party platforms to manage portfolios across multiple investment types.

Jeffrey Bouwman is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2011. Outside of his advisory work, he is involved in managing a house rental in Fredericksburg, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.