With over 26 years in the financial services industry, Jeff leads WG Plan with a clear vision: to help clients preserve, protect, and grow their wealth through innovative and strategic planning. A Certified Financial Planner, Jeff integrates investment, tax, and estate planning into cohesive strategies that empower clients to reach their goals. Known for his integrity and insight, he brings creativity and precision to every financial structure he designs.

Taylor brings a unique blend of legal and financial expertise to WG Plan. As owner of WG Law and WG Title, he bridges the gap between estate planning, financial structure, and real asset protection. A graduate of Texas Tech University with a Juris Doctor and a Master of Science in Personal Financial Planning, Taylor has assisted more than 10,000 clients through comprehensive planning strategies. An author, entrepreneur, and civic leader, he is deeply committed to helping families design sustainable, multigenerational wealth.

Kathy is a holistic Wealth Advisor who helps clients align their financial lives with their values and purpose. Her approach focuses on clarity, confidence, and customized strategies that turn goals into actionable plans. Kathy’s dedication to continuous learning and personal growth allows her to deliver meaningful, long-term guidance to clients seeking balance between financial success and life fulfillment.

Anne-Marie ensures WG Plan operates with structure, efficiency, and heart. She oversees client service, advisor support, and marketing, streamlining every process to reflect WG Plan’s mission of delivering excellence. Her leadership is marked by collaboration and precision, ensuring both advisors and clients experience the highest standard of care. Originally from San Antonio, she combines organization and creativity in everything she does—both in business and in life.