Wela Financial Advisory

Anders Storvik is a financial advisor at Wela Financial Advisory in San Antonio, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brent Forrest & Associates LLC and Purshe Kaplan Sterling Investments. Outside of advisory work, he is a partner in a real estate business that operates the building housing his firm. Wela Financial Advisory provides fee-based investment management and financial planning services primarily to individual and high-net-worth clients, as well as businesses for group retirement plans. The firm uses an asset-allocation driven, multi-fund manager approach with ongoing portfolio rebalancing and discretionary trading, and offers a financial-planning membership with ongoing advisor access and client educational events.

Taylor Chamness is a financial advisor at Wela Financial Advisory with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Frost Bank and Frost Brokerage Services since 2019, following prior roles at Axa Advisors, LLC and Northside ISD. Outside of financial advising, he is a co-owner of a self-storage business in San Antonio. Wela Financial Advisory serves individual and high-net-worth clients as well as businesses, offering fee-based investment management and financial planning. The firm employs an asset-allocation driven, multi-fund manager approach and provides services including discretionary portfolio management, ongoing financial planning memberships, and consulting, utilizing third-party sub-advisors and technology platforms.

Rachel Gurinsky is a financial advisor at Wela Financial Advisory with five years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at firms including JPMorgan Chase Bank NA, PURSHE KAPLAN STERLING INVESTMENTS, and Texas Security General. Wela Financial Advisory provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as group retirement plan services for businesses. The firm employs an asset-allocation driven, multi-fund manager approach and offers a financial-planning membership with ongoing access to advisors and client educational events.

Esmond Pabilona is a CFP® professional at Wela Financial Advisory with 11 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments and Mercer Global Advisors Inc. Pabilona also serves as an associate planner and research assistant at Brent Forrest & Associates, LLC. Wela Financial Advisory provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as businesses for group retirement plans. The firm employs an asset-allocation driven, multi-fund manager approach and offers a financial-planning membership with ongoing advisor access and client educational events.

Thomas Coy is a financial advisor at Wela Financial Advisory in San Antonio, TX, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Brent Forrest & Associates, Victory Capital Management, and AllianceBernstein Investments. Wela Financial Advisory provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as group retirement plan services for businesses. The firm employs an asset-allocation driven, multi-fund manager approach and offers a formal financial planning membership with ongoing advisor access and client educational events.