Investment Advisors in College Station
Element Retirement and Investment Consultants has a team of investment advisors ready to help you manage, build, and protect your wealth. We are Aggie-owned and operated, with clients in College Station and across the state of Texas.
We are fee-only advisors that offer you peace of mind through personalized wealth plans and investments. We position your wealth in a broad portfolio that will help you weather current and future financial climates.
Meet Our Team
Eric Wylie, Registered Investment Advisor – (979) 693-3742 – E-mail
For the last two decades, Eric has worked with a number of affluent, high-net-worth clients to help manage and protect their wealth. He holds the CTFA designation, meaning his focus extends beyond just financial advising to trust and estate planning. He offers objective, independent advice, and spends a good deal of time educating and advocating for his clients. Learn more about Eric.
Jarrod Hix, Registered Investment Advisor – (979) 485-2877 – E-mail
Jarrod delivers customized, advisory-based wealth management for high-net-worth clients, business owners, and individual investors. He is an Accredited Asset Management Specialist, giving Jarrod a solid foundation in fiduciary services that includes investments, insurance, tax, retirement, and estate planning. Learn more about Jarrod.
Gene Perez, Registered Investment Advisor – (979) 599-5258 E-mail
Gene provides goal based, comprehensive financial planning and wealth management for individuals, families, and business owners. Gene focuses on your short and long-term financial goals and works with you to adjust your current financial strategies to meet those targets. With over 15 years in the insurance and financial service industry, he offers unbiased recommendations and impartial guidance based directly on your needs and goals. Learn more about Gene.
Joey Wylie, Operations Manager – E-mail
To ensure your investment advisor is focused completely on you and your assets, we have full back-office management and support, led and organized by our Operations Manager, Joey Wylie. Joey has a broad business background that includes budget, program, and office management. She has also served as a human resources liaison, and is a lifelong advocate for health and fitness. Learn more about Joey.