Joshua Vessell

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.

As a financial planner, I am truly passionate about guiding families to make smart financial choices today that will create your legacy later on. I am here to support you and your family as you achieve the financial freedom you desire—so you can live out your dreams without stressing over your finances. Before founding Legacy Financial Designs, I gained six years of specialized experience working with families in the wealth accumulation phase of life. I am a graduate of the Texas A&M Financial Planning program. Outside of the office, I can be found woodworking, cheering on Aggie Athletics, attending the Woodlands United Methodist Church, working out, taking road trips, or on a beach.

Cameron Capriotti graduated with honors from the Mays School of Business at Texas A&M University with a BBA in Accounting and a Master of Science in Finance. His path of client service began at KPMG and was furthered through his experience in Houston’s oil and gas industry. After this period, Cameron found his true calling as a Wealth Advisor at a boutique firm in The Woodlands, Texas. As a CPA and CFP® Professional, Cameron can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives. The fulfillment he has experienced through this work has led to the creation of Legacy Chief Financial Office, where Cameron can focus his efforts on providing the quality of client service, he is so passionate about. Outside of work, Cameron enjoys hunting, exercising, Texas A&M football, traveling and spending time with family and friends. A lifelong resident of the North Houston area,

Elec Presnell is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2017. He specializes in holistic wealth management, financial strategies, retirement planning, portfolio management, and client-focused areas such as family wealth management strategies and managing new wealth. Elec holds a Bachelor of Arts degree in English from Covenant College. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Elec emphasizes the importance of understanding each client's individual needs and goals to develop personalized wealth management plans, leveraging resources from Merrill Lynch Wealth Management and the experience of the PSMC Group. Outside of his professional career, Elec has personal interests in golfing, hunting, and reading. He is also involved in community service through his leadership role with Project 52, a community improvement organization affiliated with his church.

Dylan Landry is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He focuses on providing financial planning guidance tailored to each client's unique financial goals, priorities, and preferences. Prior to his current role, Dylan held positions at Fidelity Investments including Planning Consultant, Relationship Manager, and Customer Relationship Advocate, gaining a broad range of experience in client relationship management and financial planning. Dylan holds insurance licenses in Arkansas and California, which support his work in delivering comprehensive financial advice. Outside of his professional responsibilities, he enjoys activities such as fishing, fitness, football, golf, outdoor adventures, and spending time with pets.