--- title: Meet Our Team - WealthVisory description: "Meet Our Team \nAt our firm, we have the client—and only the client—in mind. \nOur reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial" --- [![WealthVisory_logo_color](https://wealthvisory.com/hubfs/WealthVisory_logo_color.png)](https://wealthvisory.com/?hsLang=en) - About - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [Meet Our Team](https://wealthvisory.com/team) - [SmartMethod](https://wealthvisory.com/smart-method) - Investment Strategies - [SmartGrowth](https://wealthvisory.com/smartgrowth-strategy) - [ExxonMobil](https://wealthvisory.com/exxonmobil-employees) - Expertise - [ExxonMobil Employees](https://wealthvisory.com/exxonmobil-employees) - [401(k) Services](https://wealthvisory.com/401k-services) - [Resources from our Desk](https://wealthvisory.com/resources-from-our-desk) - [Contact](https://wealthvisory.com/contact) - [Client Login](https://www.wellsfargoclearingservicesllc.com/sac/prospera/index.htm) - [eMoney](https://wealth.emaplan.com/ema/SignIn?ema%2Fprospera%2Fassetcapital) - [Premier Client Portal](https://login.bdreporting.com/Auth/SignIn) # Meet Our Team ## At our firm, we have the client—and only the client—in mind. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. ![wealthvisory-team (1)](https://wealthvisory.com/hubfs/Wealth_Visory/Images/wealthvisory-team%20(1).jpg) Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. [![george-lollis-wealthvisory-400x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/george-lollis-wealthvisory-400x400.jpg)](https://wealthvisory.com/team/george-lollis?hsLang=en) #### **George Lollis, *CEFEX Analyst®, AIFA®, CWS®*** **Managing Partner** [![chris-white-wealthvisory-400x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/chris-white-wealthvisory-400x400.jpg)](https://wealthvisory.com/team/chris-white?hsLang=en) #### **Chris White, *CFP®, AIF®*** **Managing Partner** [![casey-waits-wealthvisory-400x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/casey-waits-wealthvisory-400x400.jpg)](https://wealthvisory.com/team/casey-waits?hsLang=en) #### **Casey Waits** **Managing Partner** [![brian-fees-wealthvisory-400x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/brian-fees-wealthvisory-400x400.jpg)](https://wealthvisory.com/team/brian-fees?hsLang=en) #### **Brian Fees, *CFP®, AIF®*** **Managing Partner** [![dana-kenney-wealthvisory-400x401](https://wealthvisory.com/hubfs/Wealth_Visory/Images/dana-kenney-wealthvisory-400x401.jpg)](https://wealthvisory.com/team/dana-kenney?hsLang=en) #### **Dana Kenney** **Client Service Specialist** [![Deanna-Whisenant-wealthvisory-400x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/Deanna-Whisenant-wealthvisory-400x400.jpg)](https://wealthvisory.com/team/deanna-whisenant?hsLang=en) #### **Deanna Whisenant** **Operations Manager** [![courtney-welfel-wealthvisory-400x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/courtney-welfel-wealthvisory-400x400.jpg)](https://wealthvisory.com/team/courtney-welfel?hsLang=en) #### **Courtney Welfel** **Client Service Specialist** [![Raegan-Waits-400x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/Raegan-Waits-400x400.jpg)](https://wealthvisory.com/raegan-waits-wealthvisory?hsLang=en) #### **Raegan Waits** **Client Service Specialist** ## Let’s talk to find out how we can help you reach **financial freedom.** #### About Us Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the SmartMethod, helps you pursue your financial independence. #### Our Office 7110 Pecan Street, Frisco, TX 75034 **E:** [support@wealthvisory.com](mailto:support@wealthvisory.com) **P:** [800-231-6276](tel:8002316276) #### Learn More - [Meet Our Team](https://wealthvisory.com/team) - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [SmartMethod](https://wealthvisory.com/smart-method) #### Follow - - [![bc_logo_large-300x80](https://wealthvisory.com/hubfs/Wealth_Visory/Images/bc_logo_large-300x80.png)](https://brokercheck.finra.org/) Securities and advisory services offered through Prospera Financial Services, Inc. | Member [FINRA](https://www.finra.org/)/[SIPC](https://www.sipc.org/) \*WealthVisory does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. [Click here](https://www.prosperafinancial.com/disclosures/) to view the Form CRS. [Click here](https://www.wealthvisory.com/privacy-policy?hsLang=en) to view our privacy policy. © 2025 WealthVisory All rights reserved. ![](https://px.ads.linkedin.com/collect/?pid=8154620&fmt=gif)