Jonathan Swanburg is a CFP® professional working with TSA Wealth Management in Houston, TX, bringing 16 years of industry experience. His prior roles include positions at Calton & Associates, Inc. and Tristar Advisors. He serves as president of FB LAX, a youth sports nonprofit organization. TSA Wealth Management is an SEC-registered advisory firm managing approximately $359 million across 262 client accounts. The firm provides discretionary managed portfolios, written investment strategies, and consulting services tailored to individuals, corporations, and charitable entities.

Crystal Mckeon is a CFP® professional with 16 years of industry experience, currently serving as an advisor at TSA Wealth Management. Her previous roles include positions at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Outside of finance, she teaches aerial hammock yoga classes at Crystal Yoga Studios. TSA Wealth Management is an SEC-registered adviser that manages discretionary portfolios and provides consulting services to individuals, corporations, and charitable entities. The firm oversees approximately $359 million across diverse client accounts, tailoring portfolios through asset allocation, technical analysis, and regular reviews.

Austin Marrs is a CFP® professional with 14 years of experience in financial advising. He is currently with TSA Wealth Management and has prior experience at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Marrs is also a licensed insurance agent in Texas, involved in researching and presenting insurance products such as annuities. TSA Wealth Management is an SEC-registered advisory firm serving individuals, corporations, and charitable entities with discretionary managed portfolios and consulting. The firm employs a range of investment techniques and provides educational seminars, managing approximately $359 million across a small team of advisors.