Top cash flow / budgeting financial advisors in Vernon, TX

Kelley Collingwood is a CFP® professional with 24 years of industry experience. She has worked with Cetera since 2014 and has been affiliated with MidFirst Bank since 2007. Collingwood serves as a U.S. Army Reserve Officer in Civil Affairs and is a board member of the JH Lee Scholarship, where she participates in the review and awarding of scholarship applications. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a mix of discretionary and non-discretionary authorities.

Cameron Jeffares is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Greystar and Fairfield. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning and offers managed account solutions within plan lineups chosen by plan sponsors.

Bonnie McAlister is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates directly with her Wealth Management Team to deliver specialized services tailored to each client's individual financial needs. Her work focuses on fostering enduring relationships between Fidelity and clients through dedicated support aimed at achieving their financial goals. Bonnie has been with Fidelity Investments since 2010, progressing through various roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and currently Wealth Management Planning Consultant. This experience has provided her with a comprehensive understanding of wealth management and client relationship management within the financial services industry.

Michael Finch is a financial advisor at 10Elms LLP with six years of industry experience and holds a Series 65 designation. He previously operated Finch Wealth Management, LLC, and has worked with FSI-Defense and L3 Communications. Outside of financial advising, Finch serves as a C-17 pilot instructor at Flight Safety Defense. 10Elms LLP provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a strategic asset allocation combined with momentum-based tactical shifts, primarily investing in low-cost, liquid ETFs across various strategies.

Robert Burrus Jr. is a financial advisor at Edward Jones with 29 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as President of the Red River Valley Museum in Vernon, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.