Wealth Management Investment Advisors, LLC

Benjamin Childs is a financial advisor with Wealth Management Investment Advisors, LLC who holds a Series 65 credential and has 13 years of industry experience. He has been involved with Wealth Management Investment Advisors since 2012 and owns Sonnet, LLC, an affiliated registered investment adviser providing portfolio management services. Childs is also a managing member of Green Phoenix, LLC, through which he sells insurance products. Wealth Management Investment Advisors serves individual and high-net-worth clients, trusts, small businesses, and churches, offering financial planning and wealth-management consulting. The firm advises on asset allocation and refers clients to third-party money managers who implement investment strategies using fundamental and technical analysis.

James Bailes is a CFP® and PFS™ with 21 years of experience in financial advisory services. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates over half of his time. He has been with Wealth Management Investment Advisors, LLC since 2014 and also works with Regal Investment Advisors LLC. Additionally, he is an independent insurance agent specializing in life, health, disability, long-term care, and group benefits. Wealth Management Investment Advisors, LLC is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and assisting clients with selecting and monitoring third-party money managers, generally without taking custody or discretionary control of client assets.

Jennifer Esch is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 65 designation and bringing 11 years of industry experience. She has worked at Bailes Bates & Associates LLP since 2015 and is a partner at Bailes Bates & Associates, LP, where she focuses on accounting and income tax planning. Outside of advising, she is involved in managing a family-owned farm and a development solutions firm. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, offering comprehensive financial planning and wealth management consulting. The firm advises on goals and asset allocation while utilizing third-party money managers who implement strategies based on fundamental analysis, modern portfolio theory, and technical analysis.

Steven Frueh is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Wealth Management Investment Advisors since 2014 and is also an owner of Sonnet, LLC, providing portfolio management services. Additionally, he serves as managing member of Galmont, LLC. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, offering financial planning, wealth-management consulting, and third-party money manager selection and monitoring. The firm advises on goals and asset allocation without typically managing portfolios directly, using negotiated or fixed planning fees and coordinating with affiliated advisers and accounting partners.

Nicole Gale is a financial advisor with Wealth Management Investment Advisors, LLC in Spring, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her current role, she worked at Standard Of Greatness, LLC and Jackson Henry Mortgage, LLC. Outside of advising, she is the managing member of Voice Standard, LLC, a company providing voice-over services. Wealth Management Investment Advisors is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and selecting third-party money managers, typically without taking custody of client assets.