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TDECU Wealth Advisors

Retirement, insurance & wealth management services

TDECU Wealth Advisors can help you manage your income, set goals and plan for retirement.

We’ll work directly with you to create a customized approach that strikes the right balance among stocks, bonds, mutual funds, life insurance, and other investment and savings products.

Our financial professionals understand the benefits and challenges of each investment option for your circumstances.

Your 15-minute retirement assessment begins here!

At TDECU Wealth Management, we believe in client education. Our team has successfully helped people better understand themselves, their goals and possible outcomes.

Selecting the right professional to help you plan your financial future is one of the most important decisions you will ever make. At TDECU Wealth Advisors, you get sound, objective advice from someone who knows you well.

As a department of TDECU we have the full support and resources you've come to know. We are also backed by LPL Financial, which provides custodial services for nearly $500 billion in client assets, and over 4 million accounts. LPL Financial supports our practice with dedicated investment research, financial planners, traders, attorneys and industry leaders.

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Your Wealth Advisors

Patrick Beale

Patrick Beale, Wealth Advisor

Election year:

Patrick joined the TDECU Wealth Advisors’ team in 2012, after more than a decade in the retirement planning and wealth management field. With an understanding that endurance is a critical aspect of retirement planning and wealth management, Patrick follows a disciplined approach to his role by assisting clients in reaching their long-term financial goals. As a result, Patrick’s primary focus is on translating unique needs into a specific plan that will endure the test of time. Patrick received his Bachelor of Science from Centenary College of Louisiana.
(979) 238-8327
Email Patrick

Justin Boxley

Justin Boxley, Wealth Advisor

Election year:

Justin is a TDECU Wealth Advisor with eleven plus years of experience working in the Houston area. Justin’s goal is to help Members to provide personalized financial planning focused not only with income and growth, but also addressing risk management. After Graduating from Wheaton College in Illinois, Justin spent seven years in Chicago area serving clients with a focus on insurance, utilizing strategies to preserve assets and help minimize the risk of loss. Outside of work, Justin is an avid sports enthusiast, mainly watching football and golf. He enjoys hitting the links to play when he gets the opportunity.
(281) 269-8665
Email Justin

Bethany Davis

Bethany Davis, Wealth Advisor

Election year:

Bethany’s entire professional career has been with TDECU and working directly with members. She understands that trust is the key factor in achieving financial goals. Bethany’s mission is to uphold the importance and honor required of a trusted and valued financial advisor. She enjoys providing tailored investment services while providing a financial roadmap that directs her clients through various stages of life, and has served members with sincerity and passion for more than a decade.
(979) 299-0356
Email Bethany

Misti Flores

Misti Flores, Wealth Consultant

Election year:

A seasoned advisor with over 15 years of industry experience, Misti offers her clients the professionalism and personal service reflective of TDECU Wealth Advisors. With a belief that everyone’s economic and life situation is unique, she offers the personalized service essential to matching Members to the right financial solutions. As a financial advisor, she is dedicated to her clients’ personal goals and working together to create customized financial plans while providing the highest level of service available.
(979) 235-1370
Email Misti

Wes Garner

Wes Garner, CRPC, Principal Wealth Strategist

Election year:

Wes has spent the last 17 years in the Wealth Management industry helping people work through the complex issues of financial planning and investment management. He has served in both advisor and senior leadership roles within wealth management divisions from credit unions to high net worth focused private banks.

Wes possesses unwavering passion to provide meaningful solutions for his clients, which leads him to deeply understand their needs and wants.
(281) 269-8669
Email Wes

Lydia Mobley

Lydia Mobley, Wealth Advisor

Election year:

Trust is a critical aspect of the relationship between client and financial planner. With more than 33 years’ experience in banking and financial services, she understands and appreciates this need more than most. Lydia is dedicated to ensuring the long-term financial health of her clients, their families and businesses by working to fully understand their needs and developing a strategy to help them reach their financial goals. She is a graduate of Victoria College.
(361) 580-9630
Email Lydia

Matthew Speed

Matthew Speed, Wealth Advisor

Election year:

Trust is a coveted attribute for a financial advisor, and Matthew appreciates the confidence each client places in his expertise. As a TDECU Wealth Advisor, he takes pride in working with Members to tailor each plan to fit their personal or business needs. With a background in commercial lending and business development, he advises TDECU management on economic and market conditions, and works with individuals to successfully plan their financial goals. Matthew is FINRA registered through LPL Financial with Series 7 and Series 66 licenses, and holds life, health, and accident insurance licenses. Matthew received a Bachelor of Arts in Economics from the University of Texas at San Antonio.
(979) 299-0389
Email Matthew

Patrick Beale

Patrick Beale, Wealth Advisor

Election year:

Patrick joined the TDECU Wealth Advisors’ team in 2012, after more than a decade in the retirement planning and wealth management field. With an understanding that endurance is a critical aspect of retirement planning and wealth management, Patrick follows a disciplined approach to his role by assisting clients in reaching their long-term financial goals. As a result, Patrick’s primary focus is on translating unique needs into a specific plan that will endure the test of time. Patrick received his Bachelor of Science from Centenary College of Louisiana.
(979) 238-8327
Email Patrick

Justin Boxley

Justin Boxley, Wealth Advisor

Election year:

Justin is a TDECU Wealth Advisor with eleven plus years of experience working in the Houston area. Justin’s goal is to help Members to provide personalized financial planning focused not only with income and growth, but also addressing risk management. After Graduating from Wheaton College in Illinois, Justin spent seven years in Chicago area serving clients with a focus on insurance, utilizing strategies to preserve assets and help minimize the risk of loss. Outside of work, Justin is an avid sports enthusiast, mainly watching football and golf. He enjoys hitting the links to play when he gets the opportunity.
(281) 269-8665
Email Justin

Bethany Davis

Bethany Davis, Wealth Advisor

Election year:

Bethany’s entire professional career has been with TDECU and working directly with members. She understands that trust is the key factor in achieving financial goals. Bethany’s mission is to uphold the importance and honor required of a trusted and valued financial advisor. She enjoys providing tailored investment services while providing a financial roadmap that directs her clients through various stages of life, and has served members with sincerity and passion for more than a decade.
(979) 299-0356
Email Bethany

Misti Flores

Misti Flores, Wealth Consultant

Election year:

A seasoned advisor with over 15 years of industry experience, Misti offers her clients the professionalism and personal service reflective of TDECU Wealth Advisors. With a belief that everyone’s economic and life situation is unique, she offers the personalized service essential to matching Members to the right financial solutions. As a financial advisor, she is dedicated to her clients’ personal goals and working together to create customized financial plans while providing the highest level of service available.
(979) 235-1370
Email Misti

Wes Garner

Wes Garner, CRPC, Principal Wealth Strategist

Election year:

Wes has spent the last 17 years in the Wealth Management industry helping people work through the complex issues of financial planning and investment management. He has served in both advisor and senior leadership roles within wealth management divisions from credit unions to high net worth focused private banks.

Wes possesses unwavering passion to provide meaningful solutions for his clients, which leads him to deeply understand their needs and wants.
(281) 269-8669
Email Wes

Lydia Mobley

Lydia Mobley, Wealth Advisor

Election year:

Trust is a critical aspect of the relationship between client and financial planner. With more than 33 years’ experience in banking and financial services, she understands and appreciates this need more than most. Lydia is dedicated to ensuring the long-term financial health of her clients, their families and businesses by working to fully understand their needs and developing a strategy to help them reach their financial goals. She is a graduate of Victoria College.
(361) 580-9630
Email Lydia

Matthew Speed

Matthew Speed, Wealth Advisor

Election year:

Trust is a coveted attribute for a financial advisor, and Matthew appreciates the confidence each client places in his expertise. As a TDECU Wealth Advisor, he takes pride in working with Members to tailor each plan to fit their personal or business needs. With a background in commercial lending and business development, he advises TDECU management on economic and market conditions, and works with individuals to successfully plan their financial goals. Matthew is FINRA registered through LPL Financial with Series 7 and Series 66 licenses, and holds life, health, and accident insurance licenses. Matthew received a Bachelor of Arts in Economics from the University of Texas at San Antonio.
(979) 299-0389
Email Matthew

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