Financial Consultants
Cheryl Sutter
Vice President,
Director of Investments / Brokerage Division
NASD Licenses – Series 6, 7, 63, & 65
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 Services 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
Terrell, Texas
Vice President, Financial Consultant
http://www.lpl.com/jennifer.george
Jennifer has been in the Financial Services Industry since 1988 and NASD licensed 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 Planners to obtain the CFP® Designation.
Lou Johnson
Vice President, Business Planning Manager & Financial Consultant
NASD Licenses – Series 7, 63, & 65
http://www.lpl.com/lou.johnson
Lou has been NASD licensed since 1998. Lou is a degreed accountant and was a principal for a CPA firm in Greenville for 10 years prior to her career in financial services. Lou is able to combine her accounting experience and her knowledge as a financial consultant to work with businesses planning their Exit Strategies. Lou is CFP® board designee.
Joseph Logsdon
McKinney / Sachse / Wylie, Texas
Vice President, Financial Consultant
NASD Licenses – Series 7, 63, & 65
http://www.lpl.com/joseph.logsdon
Joseph has been licensed for 3 years, 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 Planners to obtain the CFP® designation.
Kim Stevenson
Canton & Wills Point, Texas
Vice President, Financial Consultant
NASD Licenses – Series 7, 63, & 65
http://www.lpl.com/kim.stevenson
Kim received her license in 1998 and is currently enrolled in the Boston University program for Certified Financial Planners to obtain the CFP Designation. Kim is a graduate of Amberton University with a BA in Business. Prior to joining ANB Kim worked with Morgan Stanley and Compass Bank.
Greg Tudor CTFA, CFP®
Rockwall, Texas
Vice President, Financial Consultant
NASD Licenses – Series 6, 7, 22, 63, & 65
Greg has been a CFP® professional since 1991 and NASD licensed since 1996. Prior to joining WMG, Greg was a Principal in two Rockwall CPA firms for 22 years where his securities licenses were held by H.D. Vest Securities, a NASD Registered Securities firm. Greg is also Enrolled to Practice Before the IRS.
John "Jack" Tyler, ChFC, CFP®
Kaufman, Texas
Vice President, Financial Advisor
NASD 7,63,65 - licensed for 17 years
Jack has been a Chartered Financial Consultant for12 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
Forney / Greenville / Crandall / Seagoville, Texas
Vice President, Financial Advisor
NASD Licenses – Series 7, 63, & 65
http://www.lpl.com/george.wagner
George has been licensed since 1992, and has been with WMG since 2000. Prior to joining WMG George worked in the Financial Services Industry for both Prudential and Met Life. He is currently enrolled in the program for Certified Financial Planners to obtain the CFP® Designation. He is a graduate of Texas Wesleyan University and holds a BBA Degree. He is also an Eagle Scout. George is also a member of the National Association of Estate Planners and Counsels and the National Institute of Certified Estate Planners.
Tim Wilson, CFS®
Allen / Plano, Texas
Vice President, Financial Advisor
NASD Licenses – Series 7, 63, & 65
Tim has been licensed since 2000 and employed by ANB since 1998. He graduated from UT Dallas with a Bachelor of Science degree in Economics and Finance and maintains an active designation as a Certified Mutual Fund Specialist (CFS). Currently Tim is enrolled in the Boston University program for Certified Financial Planners to obtain the CFP® designation.
Randy Dobbs, CFS®
Dallas, Texas
Financial Advisor
NASD Licenses – Series 7, 63, & 65
Randy Dobbs began his financial service career at the age of sixteen working as a bank teller while attending school. At the age of twenty-four, he was named bank manager with the First Texas Savings, making him the youngest bank manager in Texas at the time. After owning and managing two businesses, he returned to the financial services industry in 1997 joining Fidelity Investments. Then, in 2001, Randy opened his own office for Edward Jones in Mesquite. He received his BBA from the University of Texas in Austin and holds an “Accredited Asset Management Specialist” certification.
Randy is the parent of two sons, Taylor and Spencer; daughter, Randa Johnson and granddaughter Rylee Kate. In 1994, he was elected to the Mesquite ISD Board of Trustees. He is currently completing his fifth term. He has served as President, Vice President, and Secretary of the Board, and is a member of the National Association of School Board’s, Council of Urban Boards of Education. His hobbies include performing in professional musical theater and he has been a tenor soloist with several Dallas area choral groups.
