Financial Consultants
Cheryl Sutter
Wealth Management Group, LPL Financial LLC
Senior Vice President,
Director of Investments & Advisory
FINRA Reqistered – Series 6, 7, 24, 63, & 65
Licenses held with LPL Financial LLC
1010 W Ralph Hall Parkway Suite 112 Rockwall, Texas 75032
Phone: 214.863.6074
Email: cherylsutter@anbtx.com
Cheryl specializes in the growth and oversight of the Wealth Management Group’s Investments & Advisory Division. The Wealth Management Group was recognized in the July 2010 publication of the Dallas Business Journal as one of the Largest North Texas Management Companies as of December 31, 2009. She is a current advisory member of ANBTrust Retirement Committee and a member of ANBTrust Investment Committee. Now a 20+ year veteran in the securities industry Cheryl began her career in the financial services industry in 1986 while working for American Capital Marketing in Houston, TX. She moved to San Diego, CA in 1998 where she joined the prestigious investment management firm of Nicholas-Applegate Capital Management <NACM> as a Client Service Officer. During her service at NACM Cheryl was a member of the sub-advisory client team, managing relationships for clients having average assets greater than $60 million. Prior to joining American National Bank of Texas January 2007, she was with LPL Financial Corporate offices in San Diego, CA where she provided training and support to licensed representatives across the country in the development and support of their advisory/fee based customer relationships.
Jennifer George - Smith
Terrell, Texas
Wealth Management Group, LPL Financial LLC
Vice President, Financial Consultant
FINRA Registered - Series 6,7,63,65
Licenses held with LPL Financial LLC
102 W Moore Avenue Terrell, Texas 75160
Phone: 214.863.6726
Email: jennifergeorge@anbtx.com
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 LLC
Vice President, Business Planning Manager & Financial Consultant
FINRA Registered – Series 7, 63, & 65
Licenses held with LPL Financial LLC
1010 W Ralph Hall Parkway Suite 112 Rockwall, Texas 75032
Phone: 214.863.6779
Email: loujohnson@anbtx.com
Lou is a Trust Officer for American National Bank of Texas specializing in institutional asset management, personal trust administration and both estate and financial planning. She also serves as a member of the Trust Investment Committee. Lou has achieved the designations of Certified Financial Planner® (CFP®) and Certified Trust Financial Advisor (CTFA). She has a BBA in Accounting from the University of Texas Arlington. Lou was a principal in a regional accounting firm prior to joining American National Bank of Texas. She is a current director for the Rockwall Area Chamber board of directors (having served as both treasurer and board chair), a member of the Rockwall Rotary Club and also serves on the board of the Rockwall Rotary Foundation.
Joseph Logsdon
Dallas & McKinney, Texas
Wealth Management Group, LPL Financial LLC
Vice President, Financial Consultant
FINRA Registered – Series 7, 63, & 65
Licenses held with LPL Financial LLC
2703 Oak Lawn Ave, Dallas, TX 75219
2851 S Central Expressway McKinney, Texas 75070
Phone: 214.863.6441
Email: josephlogsdon@anbtx.com
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 LLC
Vice President, Financial Consultant
FINRA Registered – Series 7, 63, & 65
Licenses held with LPL Financial LLC
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 LLC
Vice President, Financial Consultant
FINRA Registered – Series 7, 63, & 65
Licenses held with LPL Financial LLC
2865 Ridge Road Rockwall, TX 75032
Phone: 214.863.6526
Email: georgewarner@anbtx.com
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 LLC
Vice President, Financial Consultant
FINRA Registered – Series 7, 63, & 65
Licenses held with LPL Financial LLC
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 LLC
LPL Financial LLC Consultant
FINRA Registered – Series 7, & 66
Licenses held with LPL Financial LLC
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.
