Andrew Heinz is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 28 years of industry experience. He has worked at Triad Advisors, Inc. for 14 years and Lee Johnson Capital Management LLC for over 30 years. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment advisory services as well as standalone financial planning. The firm manages portfolios across equities, fixed income, mutual funds, and ETFs, and may recommend private investments or specialized vehicles for qualified clients.

Hayden Heinz is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience including roles at Uber and various local businesses. He is also licensed to sell commission-based insurance products. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning. The firm employs a mix of charting, fundamental, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, and offers specialized investment options for qualified clients.

Ronnie Huskey is an advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lee Johnson Capital Management, Triad Advisors, and Waddell & Reed. He also performs survivor benefit analyses through various insurance companies. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm manages diversified portfolios using multiple analysis methods and may recommend private investments and structured products for qualified clients.

Dane Petty is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors, Inc. for 14 years. He is also an independent insurance agent and has been involved with Lee Johnson Capital Management since 2000. Outside of his advisory work, Petty serves as an elder at Travis Avenue Baptist Church, where he contributes to the church’s vision and financial budgeting. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary investment advisory services as well as financial planning and consulting. The firm uses a combination of charting, fundamental, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, and may include private and structured investments for qualified clients.

Robert Knapp is a financial advisor at Overridge Wealth Advisors in Fort Worth, TX, with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lee Johnson Capital Management, LLC for nine years before joining Overridge Wealth Advisors in 2019. Overridge Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm manages diversified portfolios using charting, fundamental and technical analysis, and may include private investments and structured products for qualified clients.

Maureen Maidlow is a financial advisor with Overridge Wealth Advisors in Fort Worth, TX, holding a Series 65 credential and possessing 10 years of industry experience. She has been with Lee Johnson Capital Management since 2015. Maidlow also reviews insurance needs for clients and prospects as part of her other business activities. Overridge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment advisory services, as well as standalone financial planning and consulting. The firm manages diversified portfolios and employs a mix of charting, fundamental and technical analysis, tailoring allocations to client objectives.

Neil Vanzandt is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding a Series 63 designation and over 33 years of industry experience. His career includes roles at Securities America Advisors and Securities America Inc, along with running his own financial and legal practices for multiple decades. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary investment advisory services as well as standalone financial planning. The firm employs a blend of charting, fundamental, and technical analysis to allocate and monitor portfolios across various asset classes, including private investments for qualified clients.

Christopher Coffin is a financial advisor at Overridge Wealth Advisors in Fort Worth, TX, with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at J.P. Morgan Securities, Good Life Advisors, LLC, and as a self-employed advisor. Overridge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services alongside financial planning and consulting. The firm employs a combination of fundamental, technical, and charting analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and specialized investment vehicles for qualified clients.

Jeffery Sorensen is a financial advisor with OverRidge Wealth Advisors, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Triad Advisors Inc., Transamerica Financial Advisors, and Summit Financial Consultants, Inc. He is a member of Provisors, a professional networking group. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning and consulting. The firm manages diversified portfolios and employs a combination of charting, fundamental, and technical analysis to allocate and monitor assets.