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Roger Whitney


Senior Financial Advisor

Cracking the code to creating a great life after 50 is his life’s work. Roger has over 27 years experience walking life with clients into and through retirement.

  • Creator of the Agile Retirement Management™ Process
  • Creator of the Retirement Standard of Care
  • Author of Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, Morgan James, 2018
  • Instructor, Retirement and Employee Benefits Section of the Certified Financial Planner Certificate Program, University of Texas Arlington
  • Instructor, Maximizing Social Security for the Texas Society of CPAs
  • Host of the award-winning The Retirement Answer Man podcast

What he cares about most

  • Making the most of the only life he has by taking intentional steps to make it so. Being a great husband, father, and mountain biker.
  • What he enjoys
  • Walking Sherlock (his Great Dane), cycling, geeky board games and creating The Retirement Answer Man podcast (such a geek).
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Nichole Mills

Assistant to Roger/Awesome Sidekick

Affectionately known as “Rock Star,” Nichole has held various roles in the financial services industry since 2009.

She is the engine that keeps all of the business processes running and the organizational mastermind who sees Roger’s brainchildren to fruition. You may hear her pop up from time to time on The Retirement Answer Man show.

What she cares about most

  • Experiencing life with her amazing husband and being an engaged mom to their two sons.
  • What she enjoys
  • Good books, hot coffee, quirky humor, adventures with her people and cooking.

Brandy Barela


Client Care & Paraplanner

Affectionately known as “the shepherd,” Brandy has a decade of experience managing and improving client care systems.

She focuses on working with the team and clients to assure all operational requests and requirements run smoothly. She is a Registered Paraplanner®.

What she cares about the most

Family; spending as much time with her littles and husband as she can.

What she enjoys

Hitting the bike trails with her family on the weekends, listening to her son play the trumpet, supporting her daughter in gymnastics, camping, and fishing.


Lorna Kuether-Alvey

Head of Operations & Paraplanner

Affectionately known as “mama bear,” Lorna uses her three-decades-plus experience in project management and operations to manage and improve the operational efficiency of the entire team.

She is a founding partner of our Registered Investment Advisory Firm.

What she cares about most

Loving on and enjoying her family, which includes her husband, daughter, and the joy of her life, her granddaughter.

What she enjoys

Water sports, adventure traveling, fishing, gardening, reading and spending time with friends and family.


Philip Wetzel

Chief Financial Officer & Wise Counsel

Affectionately known as “the sage,” Phil is a former CEO and president of a closely held corporation.

He has four decades experience establishing, growing and selling businesses and in real estate management and investment.

What he cares about most

His great lady Nancy, daughter Taryn and new granddaughter Liliana.

What he enjoys

Providing council to people through guidance, accountability, support and encouragement.