Wealth Manager / President / Managing PartnerI provide sound financial advice to help my clients achieve financial independence.
Wealth Manager / Managing PartnerI am passionate about working with my clients and want them to experience financial confidence now and in retirement.
Client Services DirectorKelly our lead client service manager at Maverick Wealth Management.
Administrative AssistantTasha supports Maverick Wealth's wealth managers and client services coordinator by coordinating the many tasks that need to be completed on a daily basis.
Five Star Professional Awards the 2016 Five Star Wealth Manager Award to Jeremy Walker of Maverick Wealth Management
Exclusive recognition of Dallas/Forth Worth-area wealth managers. Left to right: Kelly Montgomery, Client Services Director; Four-year...