Targeted Wealth Solutions

Michael Whyte is a Series 65-licensed financial advisor with Targeted Wealth Solutions in Schertz, TX, where he has worked since 2021. He has four years of industry experience and also works as a commercial pilot for Delta Airlines, a role he has held since 2015. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm employs a Modern Portfolio Theory framework enhanced by economic analysis and quantitative models, offering diversified portfolios primarily through ETFs and active option strategies for downside risk management.

Aaron Milledge is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Targeted Wealth Solutions in Colorado Springs, CO, and has prior work experience with Frontier Airlines and the United States Air Force Reserve. In addition to his advisory role, Milledge serves as a Field Grade Officer in the U.S. Air National Guard and is involved in residential mortgage origination through Stratec LLC. Targeted Wealth Solutions serves individual and high-net-worth clients, retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, fiduciary services, and financial coaching, employing a portfolio construction approach based on Modern Portfolio Theory, quantitative models, and factor diversification.

Bryan Jepson is a Series 65-licensed advisor at Targeted Wealth Solutions with three years of experience in financial advising. He concurrently works as an emergency physician at Emergency Medical Specialists, PC, a role he has held since 2017. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management using a Modern Portfolio Theory framework complemented by quantitative models and factor-driven diversification.

Brandon La Valley is a financial advisor at Targeted Wealth Solutions in New Braunfels, TX, with 10 years of industry experience. He holds a Series 65 designation and has served in the United States Air Force and Air Force Reserve since 1999, currently working as a pilot. La Valley also works as a residential mortgage loan originator with Stratec LLC dba Trailhead Mortgage. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, using a Modern Portfolio Theory framework supplemented by economic analysis, quantitative models, and factor-driven diversification.

Ryan Scheibe is a financial advisor at Targeted Wealth Solutions with a Series 65 designation and four years of industry experience. He has served in the United States Air Force since 2011, currently holding the rank of Major and participating in the Department of Defense Skill Bridge program as a pilot. Targeted Wealth Solutions serves individual and high-net-worth clients, retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, retirement-plan fiduciary services, and educational content, using a portfolio construction approach based on Modern Portfolio Theory combined with economic analysis and quantitative models.