Advisors in

Details: Dean Salyer is a highly accomplished and respected professional in the retirement plan and wealth management consulting industry. He serves as the President & CEO of WD Pensionmark, a leading firm that specializes in providing exceptional service and support to its clients. With nearly two decades of experience in the field, Dean is the strategic leader who is responsible for setting the firm's values and vision. Dean is widely recognized for his commitment to delivering excellent service and support to his clients, and his team has become one of the largest in the 60+ Pensionmark Network. He holds a Bachelor's Degree in International Business from Texas Tech University. In addition, he holds the Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor certifications, which reflect his expertise in the industry. Dean and his wife, Gabi, currently reside outside of San Antonio on their horse ranch with their two daughters, Scarlett and Daniella. The family enjoys traveling and their daughters are involved in Softball, Volleyball and Rodeo.

Details: Janelle is an accomplished retirement plan professional who is dedicated to providing exceptional service to each of her clients. With a focus on personalized attention and tailored solutions, she ensures that all client needs and objectives are met with precision. In her role as Chief Operations Officer at the San Antonio Pensionmark office, Janelle is responsible for overseeing day-to-day operations and plays a vital role in developing and implementing strategies to enhance operational efficiency and effectiveness. Boasting over 25 years of experience in the Financial Services Industry, including 10 years in Banking, Janelle brings a wealth of knowledge to her position at Pensionmark. Her expertise in retirement plan services, wealth management, and banking, coupled with her exceptional leadership skills, make her a valuable asset to the Pensionmark team. Outside of work, Janelle enjoys spending quality time with her husband and four children.

Details: As a veteran with eight years of service in the United States Army, joining as a Private and exiting as a Staff Sergeant, the discipline and leadership skills learned have helped pave the way for Joe's service mindset and passion for helping plan sponsors and participants pursue their retirement goals and retire with dignity. With over 14 years of industry experience, Joe has helped plan sponsors, participants, and individual clients alike, to uncover and mitigate risk they are initially unaware of and aims to create strategies that align retirement savings with overall financial goals. Joe is dedicated to servicing his retirement plans and offering ongoing one-on-one guidance to help educate and prepare for addressing retirement needs. He is known as a valuable resource for his clients and delivers informative education and enrollment meetings that demonstrate his unique understanding of what it takes to achieve a dignified retirement. Business Services: Perspective of Best Practices for Plan Sponsors Plan consulting and design assistance Education and Enrollment meetings One-on-one participant meetings Wealth management for individual clients Education: Bachelor of Business Administration Degree in Finance from University of Texas at San Antonio. Joe, born and raised in San Antonio, along with his wife, Vanessa, both enjoy traveling and discovering cultures of different countries. Joe is very family-oriented, spending most of his time with his five siblings and 17 nieces and nephews. Joe is also involved with multiple non-profit organizations and charities in his local community.

Details: Dan Clark is a seasoned financial professional and Accredited Investment Fiduciary® with a steadfast commitment to providing valuable insight into the management of complex plans retirement. With over 15 years of industry experience, Dan has become a trusted advisor for companies needing unique expertise for their retirement plan. After graduating from The University of Texas at San Antonio with a Bachelor's Degree in International Business, Dan embarked on a successful career in the financial services industry. His extensive knowledge and dedication to staying ahead of industry trends led him to earn the prestigious Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies. This designation underscores his ability to uphold fiduciary responsibilities and implement industry-leading best practices. Dan specializes in comprehensive retirement plan consulting services, tailored to meet the unique needs of each client. By focusing on fiduciary best practices and plan governance, he ensures that retirement plans are managed effectively and in compliance with constantly changing regulations. From strategic plan design to prudent investment selection, Dan's expertise empowers clients to make informed decisions that align with their long-term goals. Recognizing the importance of participant education, Dan actively promotes financial literacy and participant engagement strategies through various Financial Wellness programs. By empowering participants with the knowledge and tools they need, he helps them make informed decisions about their retirement savings. Dan's approach includes comprehensive education programs, workshops, and personalized education, setting participants on a path to retiring on their own terms. Beyond his professional endeavors, Dan is actively involved in the community. He has served as a former Community Advisory Member for Hydro Angels Over Texas and as a former Member of the Board of Directors for the San Antonio River Foundation. Additionally, Dan volunteers his time and expertise to organizations such as Junior Achievement of South Texas and Animal Rescue Connections, making a positive impact in the lives of others.

Details: Cade Johnson is a native of West-Central Texas and has lived in the Texas hill country for 10 years. Cade prides himself on being disciplined, hard-working and putting others first. His excitement for helping others and appreciation of their hard work has led him to the financial services industry where he hopes to improve the quality of retirement for retirement plan participants and clients alike. He has been helping retirement plan sponsors manage fiduciary duties and plan participants prepare for retirement through their company plan for the 6 years. Cade received his Bachelor of Business Administration in Finance from Texas State University. Areas of focus include: - 401(k), 403(b), Non-Qualified Deferred Compensation, Cash Balance and Defined Benefit Plans - Licenses held: FINRA Series 7, 63, & 65 Interests outside of retirement include hunting, fishing, golf and just about anything else sports related! Cade loves nothing more than an afternoon on the golf course or on the water with his wife Victoria and their daughter Emory.

Details: Brian provides specialized retirement plan support, guidance and fiduciary services to business owners and professionals. As the plan sponsor environment becomes increasingly more complex, Brian advises plan sponsors in the development and management of retirement plan vision and goals in an effort to help participants reach their desired outcome. With over 15 years of plan sponsor experience, Brian has helped plans from startup to the Fortune 100. His focus for plan sponsors is to help mitigate overall risk, align plan goals alongside fiduciary obligations, educate plan sponsors and participants, and ultimately provide a proactive, custom experience. Unquestionably, Brian’s goal is to provide access to experienced advice and knowledge to prepare, and eventually succeed, for a dignified retirement. Areas of Focus: Retirement Plan Analysis Fiduciary Obligation Review Plan Investment Review + Due Diligence Financial Wellness Platform Design Strategic Business Planning Registrations: FINRA Series 7 & 66 Texas Department of Insurance Life, Accident & Health Texas Department of Insurance Property & Casualty

Details: Eddie joined the WD Pensionmark team in September 2022. He has worked exclusively in the retirement plan industry as a relationship manager since 2004 and earned his first investment securities registration in 2000. He also holds a Certified Plan Fiduciary Advisor (CPFA) designation. Eddie brings a wealth of knowledge and experience to the WD Pensionmark team. He has worked with retirement plans of all sizes and types, including 401(k), 403(b), 457(b) and Defined Benefit Plans. Eddie was born and raised in Houston. He and his wife Martha married in 1998. They have three children and have enjoyed living just North of Austin, TX since 2014. During his free time, Eddie loves cooking for his family, volunteering at his church, and listening to all types of music, especially live music!

Details: In March 2016, Desiree joined the Pensionmark team as an Operations Manager. Her role revolves around the meticulous oversight of day-to-day plan operations, encompassing vital responsibilities such as addressing participant and plan sponsor inquiries, orchestrating essential Plan Due Diligence and Employee Education meetings, and collaborating seamlessly with our Relationship Managers to fulfill an array of operational imperatives. What truly sets Desiree apart is her unwavering commitment to delivering attention to each client's distinct needs and objectives. This dedication forms the cornerstone of her approach to providing a level of service that consistently exceeds expectations. Desiree's academic background includes a degree in Business Fundamentals from The University of Phoenix, San Antonio, which significantly bolsters her prowess in her managerial role. Beyond her professional commitments, she treasures her leisure time spent with her daughters.

Details: Clayton Boone is the Managing Director and Chief Investment Officer of WD Pensionmark’ s Wealth division. With over 15 years of experience in the financial services industry, Clayton has worked at some of the world's largest asset managers and top wealth advisory firms. He also holds the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations, which are considered the 'gold standard' in the financial advice industry. At WD Pensionmark, Clayton leads the Wealth Advisor team, which is responsible for developing customized financial plans and tailored portfolios for individuals and families. His passion lies in coaching and leadership, and his expertise is centered on delivering an exceptional client experience as well as creating a positive employee experience. Outside of work, Clayton is an avid cyclist and tequila connoisseur. He enjoys spending time with his family, including his wife Katelyn and their two sons, Lincoln and Remington. You can often find them exploring Zilker Park, cycling on the Veloway, or spending time with family and friends enjoying all that Austin has to offer. Clayton's passion for both his work and personal interests keeps him grounded and focused on what matters most.

Details: As a CERTIFIED FINANCIAL PLANNERTM professional, I provide financial planning, wealth management, and investment services to my clients to help guide them through the crucial choices they face to bring their financial goals into reality. I live in San Antonio with my wife, Stephanie, our three boys and a dog. After an exciting career as a professional cellist, I turned my attention to helping others create a vision for their future and make smart decisions with their money. I enjoy spending time with my family, exercising, cooking, volunteering, and occasionally playing cello for Broadway Across America shows at the Majestic Theater. Areas of focus include: - Financial Planning - Investment Advice and Portfolio Design - Retirement Goal-setting and Income Planning - Business Succession Planning - Qualified Retirement Plans Registrations and Licensing: - FINRA Registrations: Series 66 - Texas Dept. of Insurance Life, Accident, Health and HMO

Details: Manny works with individuals and business owners to listen and act on their goals and desires to help shape their financial independence throughout their working years and into retirement. Manny believes in living life by design and not by default. Manny’s consultative approach will be able to assess your current financial picture, identify your goals and take the necessary steps to bring them closer to reality. With 15 years’ experience in the financial services industry, Manny has worked for some of the largest institutional firms as well as boutique firms in the industry. This diverse background allows Manny to provide a comprehensive approach to financial planning. Manny lives in Austin with his wife, Alejandra and their dog named Kobe. When Manny is not working with clients, he enjoys going on adventures with his family. Manny enjoys being active and going to the lake, reading history books, and learning new recipes to cook. Manny is a native Texan and grew up in South Texas and graduated from Texas A&M University.

Details: Bill is a seasoned Financial Services professional with 9-years of industry experience helping clients navigate complex financial landscapes to achieve their goals. Throughout his career, he has demonstrated expertise in wealth management, estate planning, and strategic investment solutions. Bill holds a bachelor’s degree in communications from Wayland Baptist University. Bill holds the Series 7, Series 66 and Texas Life and Health Insurance licenses. Beyond his professional accomplishments, Bill likes to spend time with his wife Lindsay, daughter Kate and dog Rosie Jane; he spends weekends coaching Kate’s soccer team and following Texas Tech athletics. Bill also likes to spend free time on the golf course, hunting or barbequing for family and friends. Bill believes in striking a balance between professional dedication and personal fulfillment, attributing his success to the unwavering support and grounding influence of his family.

Details: Sarah joined the San Antonio Pensionmark team in February 2019, where she is responsible for the day-to-day operations for Wealth Management. With several years in the banking & financial investment industry, she is extremely detail-oriented and is always client focused. Sarah works closely with each Advisor to ensure each client's needs & objectives are executed correctly and concisely. Although native to California, Sarah loves being a Texan! In her free time, Sarah enjoys music, reading, writing, going to church and spending time with her husband & their two boys.

Details: Veronica joined the WD Pensionmark team in October 2022 as a Benefits/Operations Administrator where she assists the Wealth Management team, oversees Company Benefits and also acts as a Human Resources liaison. Her skills gained previously working in the Human Resources profession for over 20 years transfer over well to a field that requires strong attention to detail and efficiency. Veronica was born and raised in San Antonio, TX. She majored in Fashion Management at the University of the Incarnate Word and Business Management at the University of Texas at San Antonio. She is currently working on receiving a Senior Professional in HR certification. In her free time Veronica and her husband enjoy traveling, weekend road trips with friends, UTSA tailgating, and are avid sports fans.