Advisors at this firm
Benjamin C
Series 65
Spring, TX
Wealth Management Investment Advisors, LLC
Benjamin Childs is a Series 65 licensed financial advisor with Wealth Management Investment Advisors, LLC, bringing 13 years of industry experience. He has been with Wealth Management Investment Advisors since 2012 and also serves as owner of Sonnet, LLC, an RIA providing portfolio management services. Outside of his advisory roles, Childs is involved with several business ventures, including managing membership roles in insurance and financial service entities. Wealth Management Investment Advisors, LLC is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm provides financial planning, wealth management advice, and insurance products, primarily advising on third-party money manager selection and asset allocation without taking custody or discretionary control of client assets.
James B
CFP®, PFS™, Series 63, Series 65
Spring, TX
Wealth Management Investment Advisors, LLC
James Bailes is a CFP® and PFS™ with 21 years of experience in financial advisory services. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates over half of his time. He has been with Wealth Management Investment Advisors, LLC since 2014 and also works with Regal Investment Advisors LLC. Additionally, he is an independent insurance agent specializing in life, health, disability, long-term care, and group benefits. Wealth Management Investment Advisors, LLC is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and assisting clients with selecting and monitoring third-party money managers, generally without taking custody or discretionary control of client assets.
Jennifer E
Series 65
Spring, TX
Wealth Management Investment Advisors, LLC
Jennifer Esch is a Series 65 licensed financial advisor with Wealth Management Investment Advisors, LLC, bringing 10 years of industry experience. She has been with Bailes Bates & Associates LLP since 2015 and is a partner in Bailes Bates & Associates, LP, an accounting and tax planning firm. Outside of advising, she is involved in managing a family-owned farm and a development solutions company with her husband. Wealth Management Investment Advisors, LLC is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm provides financial planning and wealth management advice, focusing on selecting and monitoring third-party money managers without taking custody of client assets.
Steven F
Series 66
Spring, TX
Wealth Management Investment Advisors, LLC
Steven Frueh is a financial advisor at Sonnet, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Sonnet since 2016. He is also an owner of Wealth Management Investment Advisors, LLC and serves as managing member of Galmont, LLC. Sonnet, LLC is a registered investment adviser serving individuals, trusts, small businesses, and churches, focusing on business and retirement planning. The firm offers a range of model portfolios including passive and actively managed strategies, managing most client accounts on a discretionary basis with regular reviews and communication.
Nicole G
Series 65
Spring, TX
Wealth Management Investment Advisors, LLC
Nicole Gale is a financial advisor with Wealth Management Investment Advisors, LLC in Spring, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her current role, she worked at Standard Of Greatness, LLC and Jackson Henry Mortgage, LLC. Outside of advising, she is the managing member of Voice Standard, LLC, a company providing voice-over services. Wealth Management Investment Advisors is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and selecting third-party money managers, typically without taking custody of client assets.