Lifestyle Wealth

Robert Barton is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Lifestyle Wealth and previously worked at Hobart Wealth and Prudential Financial Planning Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers portfolio management, financial planning, pension consulting, sub-advisory and third-party manager services, and publishes a monthly market commentary. Portfolios are personalized based on client suitability and may include proprietary and third-party models across various asset classes, with an active role as a model and signal provider to other advisers.

Stephen Fougerousse is a financial advisor with Lifestyle Wealth who holds a Series 63 designation and has 38 years of industry experience. He has previously worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, he serves as trustee for multiple family trusts. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, with a focus on personalized portfolios that use a mix of proprietary and third-party models along with fundamental, technical, and cyclical analysis.

Paul Jackson is a CFA® charterholder with 29 years of experience in the financial industry. He has worked at several firms, including Sowell Management, Shield Advisors Corp., and Aegis Asset Management Inc., and has been with Lifestyle Wealth since 2011. Jackson serves as an Investment Committee Member at Lifestyle Financial Advisors, Inc. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, using personalized portfolios that incorporate fundamental, technical, and cyclical analysis.

Kaleb Jones is a CFP® and Series 66 holder with 11 years of industry experience. He is currently with Lifestyle Wealth, where he has worked since 2018, and has held roles at Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers personalized portfolio management, financial planning, and pension consulting, utilizing a range of investment strategies and model portfolios.

Daniel Thomason is a financial advisor at Lifestyle Wealth with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior firms include Cetera Advisors LLC, First Allied Advisory Services, and Mass Mutual Investors Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers by providing portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs personalized investment strategies using a mix of proprietary and third-party models and offers market commentary and model services to other advisers.

Chanse Wegner is a financial advisor with Lifestyle Wealth and holds the Series 66 designation. He has accumulated experience through roles at multiple firms since 2021, including Cetera Advisors LLC and FlipCo Financial. Lifestyle Wealth serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers a range of portfolio management and financial planning services, utilizing a mix of proprietary and third-party models, and acts as a model and signal provider as well as a sub-advisor to other advisers.

Kyle Johnston Sr. is a financial advisor with Lifestyle Wealth who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Lifestyle Asset Management, among others. Johnston is involved with The Johnston Company outside of his advisory work. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers by providing portfolio management, financial planning, pension consulting, sub-advisory, and third-party manager services. The firm uses a combination of proprietary and third-party models, employing fundamental, technical, and cyclical analysis while actively managing and rebalancing client portfolios.

Jamie Staggs is a CFP® professional affiliated with Lifestyle Wealth, with six years of industry experience. Jamie has held roles at firms including Cetera Advisors LLC and First Allied Securities, INC. Outside of advisory work, Jamie serves as an administrative assistant at Lifestyle Asset Management, supporting financial planning activities. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing a personalized approach that incorporates proprietary and third-party models.

James Latiolais is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at FSC Securities Corporation and Cetera Advisor Networks. He is also a licensed independent insurance agent providing health and life insurance products. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs personalized investment strategies using a mix of proprietary and third-party models and provides ongoing portfolio monitoring and rebalancing.

Lotte Optekamp is a financial advisor with Lifestyle Wealth, holding a Series 63 designation and over 26 years of industry experience. She has worked at several firms including Lifestyle Asset Management, Inc., Woodlands Wealth Management Group LLC, Shield Advisors Corp., FFP Advisory Services Inc., and Aegis Asset Management Inc. Additionally, Ms. Optekamp is a licensed insurance agent and occasionally offers insurance products to clients. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm provides portfolio management, financial planning, pension consulting, sub-advisory services, and issues a monthly market commentary, using a mix of proprietary and third-party models tailored to client suitability.

Brian Everett is a CFP® with 42 years of experience in financial advisory services. He is currently with Lifestyle Wealth and has a long career history including roles at Cetera and First Allied Advisory Services. Everett also serves as a trustee for individual living trusts and engages in financial planning consulting and fixed insurance activities through his own firm, Everett Financial Group. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing personalized investment strategies and a mix of analytical approaches.

Jesus Pompa is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding the CFP® and Series 66 designations and possessing 11 years of industry experience. His prior roles include positions at Avantax Advisory Services and Capital One Investing. Outside of advisory, he is a part-owner of a real estate business and serves as an executive producer and recurring participant on a radio show. Lifestyle Wealth serves a range of clients including individuals, high-net-worth clients, retirement plans, and corporations, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a personalized investment approach utilizing proprietary and third-party models across various asset classes, and is active as a model and signal provider as well as a sub-advisor to other advisers.

Steven Stock is a financial advisor with Lifestyle Wealth who holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work includes roles at 42 Options LLC and Cetera Advisors LLC, among others. Outside of his advisory work, he is a partner and co-manager of a recreational fishing camp. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, sub-advisory services, and monthly market commentary, employing a blend of investment models and ongoing portfolio monitoring.

Jared Pitts is a financial advisor at Lifestyle Wealth with three years of industry experience. He has worked at Lifestyle Asset Management since 2023 and has been an independent insurance agent with GIA Insurance Agency since 2011. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers personalized portfolio management, financial planning, pension consulting, and sub-advisory services, employing a range of strategies and ongoing portfolio monitoring.

Ross Wegner is a financial professional with six years of industry experience, currently practicing with Lifestyle Wealth. He holds Series 63 and Series 65 licenses and has previously worked with firms including Cetera Advisors, Lifestyle Financial Advisors, First Allied Securities, and AIG. Wegner also serves as an administrative assistant at Lifestyle Asset Management Inc. Lifestyle Wealth serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing a range of investment strategies that incorporate fundamental, technical, and cyclical analysis.