Waterloo Capital

Stuart Huckin is a financial advisor at Waterloo Capital with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Investment Services, BB&T Securities, and SWH Investments LLC. Outside of advisory roles, he is a passive investor in oil and gas minerals, private wine storage, and a financial market application. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm uses fundamental analysis and a predominantly long-term, buy-and-hold investment approach, offering customized portfolios as well as access to third-party sub-advisers and a broad range of investment tools.

Lori Morris is a financial advisor with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Waterloo Capital since 2018 and previously at Calton & Associates, Inc. and Raymond James & Associates. She is also a partner in HMI, LLC, an investment-related business involved with private equity. Waterloo Capital is a multi-team SEC-registered advisor serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolios with a long-term, buy-and-hold approach supplemented by access to third-party sub-advisers and a wide range of investment tools.

Logan Moulton is a CFA® charterholder and portfolio manager with Waterloo Capital in Austin, TX, holding industry experience of 2 years. He has worked at Waterloo Capital, Intelligent Wealth Solutions LLC, and other firms since 2019. Moulton manages customized investment portfolios within Waterloo Capital’s platform. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing roughly $2.26 billion across 2,600 clients. The firm uses fundamental analysis and a long-term, buy-and-hold approach to build customized portfolios, with access to third-party sub-advisers and a range of investment tools including private placements and securities-backed lending.

Michael Yawn is a financial advisor with Waterloo Capital, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Equitable Advisors and Arvest Wealth Management. Outside of his advisory work, he holds an insurance license. Waterloo Capital is a multi-team SEC-registered firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm emphasizes customized portfolios with a long-term, buy-and-hold investment approach and offers a broad range of investment tools and financial planning services.

Andrew Johnsen is a financial advisor at Waterloo Capital with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Titleist Asset Management and Merrill Lynch. Outside of his advisory role, he serves on the advisory board of a training facility focused on financial wellness and is involved in business coaching and an exotic car rental partnership. Waterloo Capital is a multi-team registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm uses a long-term, buy-and-hold investment approach supported by fundamental analysis and offers a range of services including direct investment management, financial planning, and access to third-party sub-advisers.

David Hughes is a financial advisor at Waterloo Capital with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Resurgent Advisors, Fiduciary Alliance, LLC, Capital Asset Advisory Services, LLC, and Peachtree Financial Group. Outside of his advisory role, Hughes is a partner at Peachtree College Planning, where he conducts informational classes on college readiness and school selection. Waterloo Capital is a multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing approximately $2.26 billion across 2,600 clients. The firm employs a long-term, buy-and-hold investment approach with customized portfolios, incorporating fundamental analysis, third-party sub-advisers, and a broad range of investment tools.

Donald Simoneaux Jr. is a financial advisor at Waterloo Capital in Austin, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Waterloo Capital Management since 2013. Outside of his advisory work, he serves as treasurer on the board of directors for Highland Montessori School, a nonprofit preschool. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans with customized portfolios emphasizing fundamental analysis and a long-term, buy-and-hold approach. The firm manages approximately $2.26 billion across 2,600 clients through a team of 51 advisors.

Jordan Mehal is a Series 65-licensed advisor with Waterloo Capital in Austin, TX, bringing four years of industry experience. Prior to joining Waterloo Capital, he worked at Standish Management for one year and International Capital Management Corp for five years. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach, offering customized portfolios through fundamental analysis, access to third-party sub-advisers, and a range of investment tools.

George Abiassi is an investment advisor representative with Waterloo Capital in Austin, TX, holding Series 63 and Series 65 designations and three years of industry experience. He is also principal of Market Street Capital, a consulting firm, and a partner at Market Street Health Partners I LLC, where he is involved in vetting potential transactions and working with capital partners. Abiassi has held roles at Pickwick Capital Partners, LLC, and Market Street Capital. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, fundamentally driven investment approach with customized portfolios and offers a range of services including direct investment management, access to sub-advisers, financial planning, and educational seminars.

Bennett Woodward is a CFA® charterholder with 22 years of industry experience. He currently works at Waterloo Capital and has prior experience at Intelligent Wealth Solutions, Black Diamond Investment Partners LLC, and Raymond James & Associates. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term investment approach with customized portfolios and offers a range of services including direct investment management, financial planning, and access to third-party sub-advisers.

Mark Mcadams is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ironclad Strategies LLC, Erben Associates, M HOLDINGS SECURITIES, and Eagle Strategies. Outside of his advisory role, he is a managing member and fractional CFO for Ironclad Strategies Consulting, LLC, providing business consulting services. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a primarily long-term, buy-and-hold investment approach with customized portfolios, access to third-party sub-advisers, and a range of investment tools, including mutual funds, ETFs, options, private placements, and securities-backed lending.

Megan Gegen is a financial advisor at Waterloo Capital with a Series 65 credential and three years of industry experience. Her prior roles include positions at Muse Consultants and Apollonia Management Group, and she also has experience with the Texas Rangers Baseball Club. Outside of her advisory work, she is involved as a client service associate for AMG Wealth Advisors in Austin, TX. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm emphasizes customized portfolios with a long-term, buy-and-hold investment approach, employing fundamental analysis and diverse investment strategies through over 50 advisors managing approximately $2.26 billion for around 2,600 clients.

Anjali Mehta is a financial advisor with Waterloo Capital in Austin, TX. She holds a Series 65 designation and has one year of industry experience. Her prior roles include positions at Merit Financial Advisors and the Badami Office of Experiential Learning, along with academic engagement at the University of Colorado. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm manages approximately $2.26 billion across about 2,600 clients, offering customized portfolios with a long-term, buy-and-hold investment approach and access to diverse investment tools and third-party sub-advisers.

Kasey Cooper is a financial advisor at Waterloo Capital with six years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors LLC and Arvest Wealth Management. Outside of her advisory role, Cooper is involved with GIVE ME A SECOND LLC. Waterloo Capital is an SEC-registered multi-team firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm employs a primarily long-term, buy-and-hold investment approach with customized portfolios and offers a broad range of investment tools and integrated financial solutions.

Stuart Canzeri is a financial advisor at Waterloo Capital with 17 years of industry experience. He previously worked at Resurgent Financial Advisors, Fiduciary Alliance, and several other firms. Outside of his advisory role, he is a partner in Peachtree College Planning, where he holds informational classes on college admissions and financial aid strategies. Waterloo Capital is a multi-team advisor serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm employs a long-term, fundamental investment approach and offers customized portfolios along with access to third-party sub-advisers and comprehensive financial planning services.