Katherine Kennedy

Carl Bonn is a financial advisor at Wealth Keepers in Johnson City, TX, holding Series 63 and Series 66 licenses with 21 years of industry experience. Prior to founding Wealth Keepers in 2017, he worked at Hill Country Retirement Planning for four years. He is also involved in real estate sales as a sole proprietor and serves as a consultant conducting land title and mineral ownership research for the Texas General Land Office. Wealth Keepers serves individual investors, trusts, estates, charitable organizations, foundations, and small businesses, offering financial planning, investment consultation, and management services. The firm’s investment approach focuses on long-term asset allocation using cost-efficient index funds and ETFs, primarily delivering non-discretionary investment management and providing customized portfolios for larger accounts.

Alan Deetjen is the sole advisor at Summa Wealth Management, an independent registered investment adviser based in Blanco, Texas. He holds the ChFC® designation and Series 63 license, with 14 years of experience in financial advisory services. In addition to his work in wealth management since 2014, Deetjen maintains a law practice dating back to 1980 and oversees affiliated businesses involved in insurance sales and due diligence consulting. Summa Wealth Management serves individuals, high-net-worth clients, trusts, estates, and institutional clients by providing financial planning, consulting, and advisory services that begin with a required financial plan. The firm offers non-discretionary advice and primarily acts as a solicitor to third-party registered investment advisers, utilizing multi-strategy investment models and a process guided by investment policy statements.

Mitchell Liesmann is a financial advisor at Momentum Independent Network Inc. with 20 years of industry experience. He previously worked at LPL Financial and J.P. Morgan Securities. Outside of his advisory role, Liesmann is involved in ranching operations and serves as a commissioner for the Blanco County Emergency Services District. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, and institutional clients. The firm offers advisory and brokerage services utilizing third-party managers and a platform model to deliver customized investment and account management solutions.

Jennifer Bacon is a financial advisor at Momentum Independent Network Inc. She holds the Series 66 designation and has recently transitioned into the industry after prior roles in banking and various local business ventures. Her background includes experience at Commercial National Bank and involvement with businesses such as William Chris Vineyards and Fat Ass Ranch & Winery. Momentum Independent Network serves a broad client base including individuals, high-net-worth clients, charitable organizations, corporations, institutions, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and a platform approach to investment management, with notable integration of Hilltop affiliates for municipal bond strategies and cash management features.

Jeremy Bouwman is a financial advisor with Edward Jones in Blanco, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Anderson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.