MDX Wealth Management

James Jones is a financial advisor at MDX Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bournehill Investment Services and Callaway Financial Services. Outside of his advisory role, he is also an independent agent for Texas State Life and Health Insurance. MDX Wealth Management serves individual clients, trusts, foundations, corporations, and retirement plans by providing wealth management, portfolio management, and limited retirement, estate, and tax-planning support. The firm constructs individualized portfolios through fundamental research and offers both discretionary and non-discretionary management across multiple asset classes.

Orlando Molina is a financial advisor at MDX Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bournehill Investment Services, Inc. and CFS Advisors LLC. Molina is also a licensed independent agent for life and health insurance in Texas. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services, employing a fundamental research process to construct individualized portfolios across a range of asset classes.

Terry Lester is a financial advisor with MDX Wealth Management in Spicewood, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with MDX Wealth Management since 2012. Lester serves as a trustee for the Carol Lester Irrevocable Trust and is a board member of His Joshua House, a nonprofit organization. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services using a fundamental research process that combines top-down and bottom-up analysis across multiple asset classes.

Timothy Hobbs is a financial advisor at MDX Wealth Management in Sugarland, TX, with 31 years of industry experience. He holds a Series 63 designation and has held roles at several firms, including First Western Securities and Bournehill Investment Services. Outside of his advisory work, he owns TCH Photo, a non-investment-related business. MDX Wealth Management is an independent registered investment adviser that provides portfolio management and wealth-planning services to individuals, trusts, pensions, foundations, and businesses. The firm uses a fundamentally driven, long-term investment approach supplemented with tactical tools tailored to client risk profiles and operates across multiple offices and brands.

Nicole Pachar is a financial advisor with MDX Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Callaway Financial Services Inc, doing business as Synergy Securities, and has been with MDX Wealth Management since 2012. Outside of advising, she is the owner of Pachar Consulting LLC and also works as a contractor for a non-investment-related firm. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management with a fundamental research approach, offering both discretionary and non-discretionary services across multiple asset classes.

Aniruddha Ray is a financial advisor at MDX Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and UBS Financial Services. Outside of advising, he owns a film production company involved in production and acting. MDX Wealth Management is an independent registered investment adviser serving individuals, trusts, pensions, foundations, and businesses. The firm employs a fundamentally driven, long-term investment approach supplemented by tactical tools and operates through multiple offices and advisory brands across several states.

Maria Dembski is a financial advisor with MDX Wealth Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Bournehill Investment Services, Slca Capital, Callaway Financial Services, and Huckin Financial Group. She is also the sole proprietor of Capital Markets Consulting, LLC. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm offers wealth and portfolio management with a fundamental research process, providing both discretionary and non-discretionary services across multiple asset types and maintains a network of independently contracted advisers across nine offices.