• Our Team

Waterloo Capital is a SEC registered investment adviser with offices in Austin, Texas and Atlanta, Georgia. We offer a suite of internal money management, institutional level private investments and financial planning all with a personal touch. Through our use of machine learning and artificial intelligence, exclusive private investment access and unrivaled planning expertise, we are positioned at the forefront of the wealth management industry. Our processes are driven by data and defined by results. Whatever your financial ambitions, we can provide you with the tools, people, and opportunities to succeed.

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Waterloo Capital Brings Together the Best and Brightest Minds in the Industry Coupled with Cutting Edge Technologies, Investment Opportunities, and Services

Our Team

Executive Team

Chief Executive Officer

Mr. Chatmas previously held the position of Senior Vice President, Private Client Group, with Smith Barney in their world headquarter office in NYC during the early 90’s. In 1999 Mr. Chatmas agreed to head a team for Morgan Stanley’s Private Client Group in Dallas, Texas. In 2005 Mr. Chatmas founded Caddie Central Inc, which would become the second largest company of its kind. The Chatmas family ultimately sold Caddie Central to Troon Golf. In 2011 Mr. Chatmas assumed the role of CEO for Virtus Private Wealth. He then acquired the controlling interest in 2012 and rebranded the firm as...

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Chief Investment Officer

Mr. Woodward, CFA, previously led the public markets team and ING, now Voya, and the Teachers Retirement system of Texas. He has also served as Senior Portfolio Manager at GLOBALT, Inc. and Raymond James. During his tenure at ING he received the prestigious INDATA award for best 5-year performance out of 720 similar sized pension funds. Mr. Woodward co-founded Black Diamond Investment Partners in 2010 and joined Waterloo Capital in 2016.

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Director of Alternative Investments

Don Simoneaux is the Director of Alternative Investments at Waterloo Capital Management and is responsible for sourcing and evaluating alternative investment opportunities. Before joining Waterloo, Don attended Loyola University in New Orleans, where he graduated Magna Cum Laude with a BBA in Finance and Economics and was a member of the honor societies Beta Gamma Sigma and Alpha Sigma Nu. In 2006 he accepted a position with Cambridge Associates, LLC in Boston, MA. Cambridge Associates is a financial consulting firm which represents over three-quarters of U.S. higher education endowment...

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Director of Planning

With over 35 years of planning experience, Mikiel listens to what our clients say but has the insight to hear what they do not say. He has a passion for developing business succession plans and preparing financial plans for individuals, trusts and small businesses. He earned his BBA in accounting from The University of Texas at Austin. Mikiel is widely recognized by his peers as one of the premier financial planners in our industry.

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Lisa Allen

Lisa Allen

Lisa began working with clients in 1983 to build comprehensive strategies that create enduring wealth. She consults with clients on many facets of wealth management including risk objectives, both public market and private assets, and estate planning. Lisa is passionate about community involvement and philanthropy. She earned a BBA in Marketing with a minor in Mathematics from Texas Tech University.

Lisa Allen // PlanningWorks

Managing Partner

Tim Sittler

Tim Sittler

Tim began in the financial services industry in 2003. He earned a BBA in Management from Texas State University. Tim is a Certified Financial Planner™ professional. In addition, he has earned the Chartered Alternative Investment Analyst (CAIA) designation. Tim is integral in comprehensive planning and investment management for clients.

Tim Sittler // PlanningWorks

Senior Wealth Advisor

Wes Williams

Wes Williams

Wes leads the data science and analytics team supporting the CIO and advisors. He works with the investment committee to develop proprietary cloud-based software used to power Waterloo's internal research and trading programs. He earned a B.S. in Political Science from Georgia Southern University, an MPA in Management and Finance from Georgia State University, and studied abroad for one year at Huazhong University in Wuhan, China.

Wes Williams

Senior Data Analyst

Trey Graham

Trey Graham

Trey collaborates with both the public and private market teams on research and analytic initiatives. He graduated from The University of Texas at Austin where he was also a member of the Longhorn football team.

Trey Graham

Senior Investment Analyst

Craig Cunningham

Craig Cunningham

Waterloo Capital Management // Craig began his career in the early 1980’s helping family and friends with financial planning and investment decisions. Craig’s talent for helping people properly and sensibly manage their wealth developed into a thriving advisory business. After over 35 years, he is still focused on helping clients make the best long-term investment decisions for their unique needs and goals.

Craig Cunningham

Managing Director

Earline Chapa

Earline Chapa

Earline leads the client relations team at Waterloo. With more than 20 years of experience as a client associate and operations manager including previous leadership positions at Merrill Lynch and American Funds, Earline brings tremendous value to the company.

Earline Chapa

Director - Client Relations

Layne Grissom

Layne Grissom

As Director of Operations, Layne’s role is that of a Chief Operating Officer. She’s responsible for the daily operations of the company at the direction of the CEO. She works with the team to measure and control the progress of the organization, is responsible for expense control, and all financial reporting. Layne has a BBA in Accounting from Lamar University and previous experience as a Controller and Tax Accountant.

Layne Grissom

Director - Operations

Renee Harvey

Renee Harvey

Renee has led the PlanningWorks operations and client services team since 1999. She has an eye for detail and a strong focus on individualized client experiences. Renee and her husband Steven are proud parents to their redheaded, golf-loving son. Renee earned a Bachelor of Social Work from The University of Texas at Austin.

Renee Harvey // PlanningWorks

Operations & Client Services

Lindsey McCassland

Lindsey McCassland

Lindsey joined the team in 2009 after earning a Bachelor of Arts degree in Communications from Southwestern University. She works closely with clients to achieve a customized client experience and is involved with firm marketing. In 2018, Lindsey and her husband Bryan welcomed their first son.

Lindsey McCasland // PlanningWorks

Marketing & Operations

Jane Knudsen

Jane Knudsen

PlanningWorks // Jane supports team members and clients by delivering concierge services and ensuring a caring environment. After a teaching career in the Eanes School District, she joined PlanningWorks in 2012. She earned a BA in Spanish and a minor in English from Iowa State University and enjoys volunteering with Chi Omega at The University of Texas.

Jane Knudsen // PlanningWorks

Client Services

Velia Tully

Velia Tully

Velia joined Waterloo in 2018 and brings over 30 years of managerial experience with her. She welcomes visitors with a friendly smile, directs all calls to the appropriate team member, and coordinates client and team member meetings and schedules. Velia excels as a team player which helps to ensure the entire office runs smoothly.

Velia Tully

Receptionist