Financial Consultants
Cheryl Sutter
Wealth Management Group, LPL Financial
Senior Vice President,
Director of Investments & Advisory
FINRA Reqistered – Series 6, 7, 24, 63, & 65
Licenses held with LPL Financial
1010 W Ralph Hall Parkway Suite 112 Rockwall, Texas 75032
Phone: 214.863.6074
Email: cherylsutter@anbtx.com
Cheryl began her career in the financial services industry in 1986 and obtained her first securities license in 1987 while working for American Capital Marketing in Houston, TX. Prior to joining ANB in January 2007, she was with LPL Financial Corporate offices in San Diego, CA where she helped develop sales and support for advisory/fee based accounts with licensed representatives across the country. Now a 20 year veteran in the securities industry she is a multi-faceted professional whose credentials and experience add significantly to sales and marketing results.
Jennifer George - Smith
Terrell, Texas
Wealth Management Group, LPL Financial
Vice President, Financial Consultant
FINRA Registered - Series 6,7,63,65
Licenses held with LPL Financial
102 W Moore Avenue Terrell, Texas 75160
Phone: 214.863.6726
Email: jennifergeorge@anbtx.com
http://www.lpl.com/jennifer.george
Jennifer has been in the Financial Services Industry since 1988 and FINRA Registered since 1993. She has been with WMG since 1999, prior to joining ANB she was with First State Bank of Texas. Jennifer is currently enrolled in the Boston University program for Certified Financial Planner™s to obtain the CFP® Designation.
Lou Johnson, CFP®
Wealth Management Group, LPL Financial
Vice President, Business Planning Manager & Financial Consultant
FINRA Registered – Series 7, 63, & 65
Licenses held with LPL Financial
1010 W Ralph Hall Parkway Suite 112 Rockwall, Texas 75032
Phone: 214.863.6779
Email: loujohnson@anbtx.com
http://www.lpl.com/lou.johnson
Lou is a Certified Financial Planner™ and a Trust Officer for American National Bank of Texas. She is a current director for the Rockwall Area Chamber board (having served as both treasurer and past board chair) and is a member of the Noon Rotary Club. Lou has a BBA in Accounting from the University of Texas at Arlington and has been FINRA registered since 1998. Lou is able to combine her accounting experience and her knowledge as a financial consultant to work with individuals providing comprehensive financial planning and extensive estate planning.
Joseph Logsdon
Dallas & McKinney, Texas
Wealth Management Group, LPL Financial
Vice President, Financial Consultant
FINRA Registered – Series 7, 63, & 65
Licenses held with LPL Financial
2703 Oak Lawn Ave, Dallas, TX 75219
2851 S Central Expressway McKinney, Texas 75070
Phone: 214.863.6441
Email: josephlogsdon@anbtx.com
http://www.lpl.com/joseph.logsdon
Joseph has been licensed since 2003, and received his training while working for Merrill Lynch. Joseph has a B.B.A. in Finance and Management Information Systems from Baylor University. He is enrolled in the Boston University program for Certified Financial Planner™s to obtain the CFP® designation.
John "Jack" Tyler, ChFC
Kaufman, Texas
Wealth Management Group, LPL Financial
Vice President, Financial Consultant
FINRA Registered – Series 7, 63, & 65
Licenses held with LPL Financial
2700 S Washington Street Kaufman, Texas 75142
Phone: 214.863.5725
Email: jacktyler@anbtx.com
Jack has been a Chartered Financial Consultant for 12 years and a Certified Financial Planner™ for 5 years. Prior to joining WMG Jack spent 9 years in Atlanta GA with The New England Insurance Co. Since moving to Kaufman he has managed offices for Edward Jones and Raymond James. Jack has a BA in Psychology from UTA.
George Warner CEP®
Rockwall, Texas
Wealth Management Group, LPL Financial
Vice President, Financial Consultant
FINRA Registered – Series 7, 63, & 65
Licenses held with LPL Financial
2865 Ridge Road Rockwall, TX 75032
Phone: 214.863.6526
Email: georgewarner@anbtx.com
http://www.lpl.com/george.warner
Along with being a RFC with LPL, George is member of the following organizations: National Association of Estate Planners & Counsels, Financial Planning Association and National Institute of Certified Estate Planners.
Tim Wilson, CFP®, CFS
Allen, Texas
Wealth Management Group, LPL Financial
Vice President, Financial Consultant
FINRA Registered – Series 7, 63, & 65
Licenses held with LPL Financial
720 S Greenville Avenue Allen, Texas 75002
Phone: 214.863.5928
Email: timwilson@anbtx.com
Tim is a Certified Financial Planner™™ professional and has been securities licensed since 2000. He graduated from UT Dallas with a Bachelor of Science degree in Economics and Finance and also maintains an active designation as a Certified Mutual Fund Specialist (CFS). Tim has been employed by ANB since 1998 and enjoys being active in the community.
Dan Finch
Forney & Greenville, Texas
Wealth Management Group, LPL Financial
LPL Financial Consultant
FINRA Registered – Series 7, & 66
Licenses held with LPL Financial
401 Pinson Rd, Forney, TX 75126
5809 Wesley Street, Greenville, TX 75402
Phone: 214.863.6305
Email: danielfinch@anbtx.com
Dan received his securities licenses in 2003 and received his training while working for American Express Financial Advisors. Prior to becoming a Financial Consultant, Dan had a 20-year career in telecommunications supporting firms across the U.S. such as Verizon, GTE, AT&T, SBC, and EDS.
