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

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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.

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Evette delivers highly personalized investment and financial planning advice with the support of her team at Waterloo capital. She is a graduate of Abilene Christian University and holds an M.B.A. from Business School Lausanne in Switzerland. Evette also holds the Chartered Retirement Planning Counselor® designation from the College for Financial Planning. She enjoys international pursuits with her family and is actively involved in multiple local community organizations.

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Jordan is a Client Service Associate and Paraplanner. With extensive experience in Client Services & Financial Planning, Jordan strives to meet clients' needs and takes pride in providing a personalized client experience. Jordan holds a BBA in Finance from University of Arkansas at Monticello where she was a Division II All American.

• 972-387-0660

Liza is one of our Client Associates in the Waterloo Dallas office. A Memphis native, she graduated from the University of Mississippi in 2019, majoring in Accounting with a minor in Real Estate. Liza began her career in public accounting as an auditor for FORVIS (formerly BKD) with experience in multiple industries ranging from nonprofits to energy investment funds. She is actively involved in Texas Wall Street Women, a network of professional women in the finance industry.

• 972-387-0660

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 servicing and team member meetings and schedules. Velia excels as a team player which helps to ensure the entire office runs smoothly.

• 512-777-5900

As an Investment Analyst and Portfolio Manager, Logan helps lead the investment team managing and trading both of Waterloo’s internal tactical and strategic models. Logan and the team use a top-down investment strategy with the combination of Waterloo’s proprietary Newton model and technical analysis to construct, trade, and monitor portfolios. With the help of our investment team, Logan also writes and presents market commentary to keep clients and advisors up to date on recent market trends. Before joining Waterloo Capital, Logan graduated Summa Cum Laude from Ohio State University...

As a Client Associate, Olivia works with clients by providing support for their account needs. With several years of experience working in similar roles in private banking, Olivia is committed to delivering exceptional service to clients. She earned a BBA from the University of San Francisco with a concentration in Finance.

• 512-777-5914

As an Investment Analyst, Randy performs duties across the investment process, including client portfolio construction, securities trading and analysis, and contributing to the management of internal investment strategies. In the performance of his role, Randy pulls from previous experience at the Pacific Investment Management Company (PIMCO) and Aspiriant LLC Randy holds a BBA from Southwestern University and and holds the Chartered Financial Analyst (CFA) designation.

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As an Investment Analyst, Monty helps with the sourcing, due diligence, and monitoring of the firm’s alternative investments. Prior to joining Waterloo, Monty was an Investment Analyst at 10 East focused on private markets and began his career as an Operational Due Diligence Associate at Apogem Capital. He graduated Cum Laude from the University of Richmond with a concentration in Finance.

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With over a decade of experience working with some of the wealthiest families in America and being a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) professional, Dustin is highly sought after by NFL players with the hunger to learn how join an elite group of wealth – the generationally wealthy.

Through his multi-family office, TEAM Private Wealth Management, Dustin teaches NFL and College Football players how to leverage their football careers to achieve their vision of Financial Freedom, allowing them to build generational wealth and bring...

A 10-year wealth management veteran and seasoned entrepreneur, Andrew offers a wealth management experience geared to the modern investor. Drawing from experience in working with Baby Boomers, Gen-X, Millennial and Gen-Z clients, he possesses the unique skills to construct multigenerational investing strategies and offers a fresh perspective in an industry dominated by an aging workforce. As a senior portfolio strategist at Waterloo, Andrew enjoys advising his clients on capital markets as well as prudent private investments, debt placements, trust/insurance planning and M&A...

David Sabonghy joined Waterloo Capital as a Senior Wealth Advisor in November 2022. David is an industry veteran with 20 years of experience. He specializes in complex wealth management and transfer issues, including stock option planning, executive compensation, complex trust, estate planning, and charitable giving. Throughout his career, he has represented high-net-worth individuals and their families in a diverse range of financial services.

A native of Texas, David graduated from Strake Jesuit in Houston and then to Spring Hill College in Mobile, Alabama, earning a...