Brett Wheeler, CFP® - Founder & Managing Member
With over a decade of experience in the financial services industry in both personal wealth and portfolio management, Brett brings a relatable experience and perspective to the firms Advisor Logistics serves.After earning a BBA from the University of Texas at San Antonio, Brett began his career working with individuals and families as a representative with an independent broker/dealer. In 2012, he started his own Registered Investment Advisor firm, leaving the commissioned-based business behind. Brett quickly gained a solid reputation as a portfolio manager for other investment advisors, leading his RIA to rebrand and rebuild in early 2015 to a firm that provides an infrastructure where advisors can thrive. Starting as a solo shop with just two million dollars in AUM in 2012, the firm grew to five full-time advisors with one hundred thirty million dollars in AUM by the end of 2017.
Through this growth, Brett gained experience as a chief investment officer and portfolio
manager and further developed his skills in key leadership roles and in compliance, branding and operations management. Based on his experience, Brett knows what it takes to start and successfully run a new, independent RIA practice, and he understands the goals and challenges RIAs face in relating to and assisting advisors with the goal of creating a successful experience for the client.
Over the years Brett has recognized a service void in the independent RIA industry of advisory firms like the one he began. Such firms need professional, white glove portfolio management and oversight services, but many do not have the means or ability to hire the staff necessary for such services. This recognition helped lead to the development of Advisor Logistics.
An Austin, Texas native, Brett has lived in San Antonio for almost sixteen years where he
currently resides with his wife and three-year-old son and baby daughter. Brett is active in his church, enjoys golfing and playing chess, and is an avid salt water angler
Stephanie Wright, Director of Data and Analytics
Stephanie Wright comes to Advisor Logistics with 10 years of experience in the day to day management, support, and processing of data. Her eye for detail is a valuable asset to the Advisor Logistics team. Stephanie brings a fine-tuned perspective to the table to see all areas of the business with her experience in sales, financial management, performance analysis and customer service.
Stephanie has worked with many different firms and recognizes the struggles of an advisor being drug into the day to day and not being able to focus on the important touch points of client management.
She has noticed that in data management the common denominator is that data is the backbone of the well-oiled machine and that needs to be in someone’s hands that you can rely on to keep it clean, up to date and ready for trading at all times. Which brings her into the Advisor Logistics team so seamlessly – her passions for helping advisors focus on the importance of their role and the solution that the white glove platform brings are one in the same.
Stephanie is Dallas-based. She and her husband, BJ share their home with two daughters (5 and 1), a dog, and cat. She loves to rock climb, kayak and spend time outdoors with her family.