Lifestyle Asset Management, INC.

Stephen Fougerousse is a financial advisor with Lifestyle Asset Management, Inc. He holds a Series 63 designation and has 37 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and First Allied Securities, among others. He serves as a trustee for multiple family trusts. Lifestyle Asset Management, Inc. advises individual and high-net-worth clients, as well as employee benefit plans and plan fiduciaries. The firm offers personalized portfolio management, financial planning, pension consulting, sub-advisory services, and model-based investment programs with strategies tailored to client objectives and risk tolerances.

Paul Jackson is a CFA® charterholder with 29 years of industry experience. He has been with Lifestyle Asset Management, Inc. since 2011 and concurrently serves on the Investment Committee of Lifestyle Financial Advisors, Inc. Since 2016, he has been affiliated with LifeStyle Financial Advisors. Lifestyle Asset Management, Inc. advises individual and high-net-worth clients as well as employee benefit plans, offering personalized portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a range of investment strategies, including tactical model portfolios and both discretionary and non-discretionary mandates tailored to client objectives and risk tolerances.

Kaleb Jones is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Lifestyle Asset Management, Inc., where he has worked since 2018, and previously held roles at Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Asset Management, Inc. serves individual and high-net-worth clients as well as employee benefit plans, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a range of investment strategies including discretionary and non-discretionary mandates, tactical overlays, and model portfolios tailored to client objectives.

Daniel Thomason is a financial advisor with Lifestyle Asset Management, Inc. in Friendswood, TX, holding a ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at Cetera Advisors LLC, First Allied Advisory Services, and Mass Mutual Financial. Thomason also works as an independent insurance contractor. Lifestyle Asset Management, Inc. serves individual and high-net-worth clients as well as employee benefit plans, offering personalized portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a range of discretionary and non-discretionary investment strategies, including model portfolios with tactical overlays, and provides services such as licensing investment models to other advisers.

Kyle Johnston is a financial advisor with Lifestyle Asset Management, Inc. in Texas City, TX, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has worked at several firms including Cetera Advisors LLC and First Allied Advisory Services. Johnston is also involved with The Johnston Company outside of his advisory role. Lifestyle Asset Management, Inc. provides advisory and consulting services to individual and high-net-worth clients as well as employee benefit plans. The firm offers personalized portfolio management, pension consulting, and model-based investment programs, utilizing a range of strategies including discretionary and non-discretionary mandates tailored to client objectives.

Jamie Staggs is a financial advisor with Lifestyle Asset Management, Inc. in Friendswood, TX, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Cetera Advisors LLC, First Allied Securities, and LifeStyle Financial Advisors. Lifestyle Asset Management, Inc. provides advisory and consulting services to individual and high-net-worth clients, as well as employee benefit plans and fiduciaries. The firm offers personalized portfolio management, pension consulting, and model-based investment programs, utilizing both discretionary and non-discretionary mandates with strategies tailored to client objectives and risk tolerances.

James Latiolais is a financial advisor at Lifestyle Asset Management, Inc. with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Invicta FG, BDT & Associates, and Cetera Advisor Networks. In addition to his advisory role, he is a licensed insurance agent offering health and life insurance products. Lifestyle Asset Management, Inc. provides advisory and consulting services to individual and high-net-worth clients, as well as employee benefit plans. The firm offers personalized portfolio management, pension consulting, sub-advisory services, and model-based investment programs, utilizing a range of discretionary and non-discretionary strategies tailored to client objectives and risk tolerances.

Lotte Optekamp is a financial advisor at Lifestyle Asset Management, Inc. with 26 years of industry experience. She holds a Series 63 designation and has been with Lifestyle Asset Management since 2011. In addition to her advisory role, Ms. Optekamp is a licensed insurance agent and occasionally offers insurance products to clients. Lifestyle Asset Management, Inc. provides advisory and consulting services to individual and high-net-worth clients, as well as employee benefit plans. The firm offers personalized portfolio management, pension consulting, and sub-advisory services, utilizing both discretionary and non-discretionary mandates across a variety of investment strategies tailored to client objectives.

Jesus Pompa is a CFP® professional with 10 years of experience in financial advisory roles. He is currently with Lifestyle Asset Management, Inc. in Dallas, TX, and has held positions at firms including Avantax Advisory Services, Cetera Advisors, and Merrill Lynch. Outside of advisory work, he is a part owner in a real estate business and serves as an executive producer on a radio show. Lifestyle Asset Management, Inc. serves individual and high-net-worth clients as well as employee benefit plans, offering personalized portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including discretionary and non-discretionary mandates, fundamental and technical analysis, and model-based portfolios with tactical overlays.

Steven Stock is a financial advisor at Lifestyle Asset Management, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Allied Advisory Services and Cetera Advisors LLC. Outside of his advisory work, he is a partner and co-manager of a recreational fishing camp. Lifestyle Asset Management, Inc. serves individual and high-net-worth clients as well as employee benefit plans, offering personalized portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including tactical overlays and model portfolios, and provides sub-advisory and model-licensing services to other advisers.

Ross Wegner is a financial professional with five years of industry experience, currently affiliated with Lifestyle Asset Management, Inc. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors, Lifestyle Financial Advisors, First Allied Securities, and AIG. Lifestyle Asset Management, Inc. serves individual and high-net-worth clients as well as employee benefit plans, offering personalized portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies including discretionary and non-discretionary mandates, utilizing fundamental, technical, and cyclical analysis alongside model-based portfolios and sub-advisory services.