It’s not by accident that the most prominent values of Selah Financial Services as a company are a direct reflection of its leaders and team members. We’ve included them here because we want you to know a little about what is important to us!
We have the heart of a teacher. We take time to explain and to teach. We are passionate about you knowing what you need to know to feel comfortable and to make informed decisions. If we like the investments you bring to us, we typically recommend that you keep them and explain how they work for you. If your current strategy is not working for you, we will explain why that might be, even if it requires a tough discussion. Our sense of satisfaction and fulfilled purpose comes from your success. We take the time to address concerns and provide the education necessary for you to be a wise manager of your money.
We are intentional in what we do. Selah, a biblical term, roughly means to pause and consider wisely, reflecting accurately the thought Selah advisors put into your finances. We have purposefully focused our efforts into becoming a team of specialists, not a collection of generalists. This led Dave Ramsey’s group to select both Sharon Duncan and John Westerman as two of only a few Endorsed Local Providers® for Investing in the Houston area.
We love systems and processes. We have processes for just about everything… We have processes for how we conduct meetings to respect your time. We have processes for selecting and managing your investments. We have a whole unique, comprehensive process for retiring. We even have processes for maintaining and improving our processes!
We are real people with real-life experiences. We have everyday challenges and successes just like you. Since we were consumers of financial services before we were advisors, we know what it’s like from both perspectives. We are not afraid to approach whatever you bring to the table. We are honest and frank in our discussions, even when they are tough discussions, because we believe that you deserve it. We also readily admit that we are not the right choice for everyone and not every family is right for us. Life is too short not to work with and for people you enjoy!
Sharon Duncan works closely with her team of specialists to serve your financial needs. We dedicate the time to learn your personal circumstances, and we work with you to plan your financial future. Because we work as a team, you will interact with various team members throughout your experience. You will have six financial advisors who can serve your account, as well as new account and transfer specialists, case managers, and a client services manager.
John Westerman, CFP®, uses his past experience as an engineer to help clients overcome obstacles blocking them from the financial future they desire. Despite his background in engineering, he believes it’s not all about the math; it’s about behaviors as well.
Sharon Duncan, CFP®, AIF®, MBA, has both an analytical mind and a deep desire to help people. Sharon’s passion for her work and her commitment to integrity and customer service are the engines fueling Selah’s growth. Currently, Sharon is passionately working to change the conversation about retirement across the country.
Misty Garza, CFP®, MBA, has more than 20 years of experience in financial planning. At Selah, she provides and implements financial analysis, planning and investment strategies for Selah’s clients, taking appointments primarily at the Sugar Land location.
Mary Pat Gunn
Prior to joining Selah, the majority of Mary Pat’s nearly 20 years of experience has revolved around customer service. As a service-oriented person who has the desire to provide integrity in the financial world, Mary Pat feels being a registered associate is the perfect opportunity to serve people with character and knowledge.
Derrick is an internal service advisor and primarily assists with client relations, complex service requests, trading, and annuity analyses and research. Derrick formerly worked for Van Kampen Investments, as well as AIG Valic where he refined his financial analysis skills.
Tommy performs ongoing research, paying close attention to any changes within our investment lineup. In addition to financial planning, Social Security benefit analyses and retirement planning, Tommy works diligently to provide the utmost in customer service.
Client Services Associate
Sandra brings more than 20 years of experience in customer service to the Selah team. As the first face clients see when entering Selah, Sandra helps guarantee that everyone receives the highest level of hospitality, as well as performing a wide variety of general office functions.
Client Services Specialist
Ginger utilizes her strong attention to detail to schedule client appointments and to keep Selah Financial’s calendar organized and flowing smoothly. Working behind the scenes, Ginger also assists in financial and retirement planning to make sure our clients are in the best possible position to achieve their financial goals.
Nathan, FPQPTM, uses his B.S. in Accounting degree from UHCL, paraplanning experience, attention to detail, and research skills in our financial planning group. He proudly served our country in the US Navy and continues his life-long passion for serving others by helping Selah clients champion their dreams and make informed financial decisions.
Misty comes to Selah Financial with 10 years of experience in the legal field as a legal assistant. She assists in the management of new accounts, working meticulously to assure a smooth process, while also providing top-notch timely service to our clients and attentive support to the advisors.
Client Services Associate
Ornella grew up in Venezuela where she worked as an accounting associate and assisted in tax preparation. She utilizes her administrative background and love for people when she assists both clients and the Selah team in a wide variety of office functions and customer service.
This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NJ, NM, OH, OK, PA, SC, TN, TX, WA, WV, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network ®. Member FINRA , SIPC, a Registered Investment Advisor.
1550 W. Bay Area Blvd Suite #101 Friendswood, TX 77546 (281) 990-7100