user avatar

Christy Hayes

Advisor at Artesa Financial Group

Updated today
Artesa Financial Group logo

Firm

Artesa Financial Group

Location

Conroe, TX 77304

Credentials

Series 65

Industry experience

11 years

About

Christy Hayes is a financial advisor at Artesa Financial Group with 10 years of industry experience. She holds a Series 65 designation and has been with Artesa Financial Group since 2013. Outside of her advisory role, she is involved with Asset Guardian, LLC, a licensed insurance agency where she works in employee administration. Artesa Financial Group provides discretionary wealth and portfolio management services to individual clients, advising on retirement plans, 529 plans, and variable life and annuity products. The firm employs a risk-first allocation process using Morningstar Office beta scores to tailor portfolios and combines fundamental and technical analysis with regular account monitoring.

Client services

Based on Artesa Financial Group

Portfolio management

Expertise

Based on Artesa Financial Group

Real estate investing Passive / index investing

Fee options

Percentage

0.25% - 2.00% annually depending on assets managed and type of service

Commissions

Certain supervised persons may earn commissions from insurance products, separate from advisory fees.

Location

Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227

Conroe, TX 77304

Most active in

Texas

Work history

Artesa Financial Group LLC

2016 - Present (10 years)

Artesa Financial Group LLC

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Alex B

CFP®, ChFC®, RICP®

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Approaching retirement
user avatar

David C

Series 63, Series 65

The Woodlands, TX

Core Capital Management, LLC

Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Keith C

Series 63, Series 66

Montgomery, TX

Innova Capital Management, LLC

Active portfolio management
user avatar

Joel G

Series 63, Series 65

Conroe, TX

Gemini Estate Plan LLC

General retirement planning General tax planning Life insurance needs analysis

Jason S

CFP®

The Woodlands, TX

SF Planning Group LLC

My journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.

General retirement planning Retirement income strategy Wealth management Educators, Teachers, and Academics Gen X (Born 1965-1980)
user avatar

Donnie C

CFP®, Series 66

The Woodlands, TX

First Move Financial, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")