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Tim Waterworth | Richard Spencer 


 

Tim Waterworth, CFP®, AIF® 

Independent Wealth Advisor

Tim focuses on delivering customized solutions to families, corporate executives and business owners facing complex financial situations. Utilizing an integrated wealth management strategy to address his clients' goals, Tim designs comprehensive plans targeted to the unique needs and circumstances of each individual. Tim's customized financial plans and his dedication to ongoing client education brings simplicity and clarity to resolving financial issues. Periodic review and ongoing monitoring facilitates the implementation of action plan items, enabling clients to focus their time on business and family.

Tim is licensed as a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. He holds himself to a fiduciary standard, which means he is obligated to put the best interests of his clients first. This is a personal belief as well as a professional requirement of being a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary professional.

Tim is active in the Northeast Tarrant County community connecting with other professionals and supporting non-profits and youth athletics. Believing in the importance of giving back, Tim has served on boards and has donated his support to local non-profit organization.


DESIGNATIONS OF OUR FINANCIAL PROFESSIONALS

CFP® : Certified Financial Planner   AIF® : Accredited Investment Fiduciary  

 CFA® : Certified Financial Analyst 


Richard Spencer, III, CFA®

Wealth Advisor

 

Rick joined our firm in March 2020 as a Wealth Advisor. His background as a Chartered Financial Analyst® and professional work experience make him an important and valuable addition to the capabilities we bring to our clients. Rick’s personal values and the CFA® code of ethics obligate him to put the best interest of clients first. He is obligated and committed to act with diligence and objectivity on their behalf.

Rick possesses a thorough understanding of advanced investment analysis and real-world portfolio management skills. He has managed corporate and municipal bond portfolios, applied alternative investments and customized hedging strategies for tax-sensitive, high net worth individuals.

As a member of the WWA team, Rick collaborates with clients and colleagues to build strong relationships and deliver sophisticated financial planning and investment management services. Whether it is helping to plan and strategize for a successful retirement or managing wealth concentrated in company stock, Rick delivers tailored solutions.

Rick holds Bachelor of Arts and Masters of Business Administration degrees from East Carolina University.  He lives in Coppell with his wife, Norma, and two children where he enjoys exploring local trails on his mountain bike or reading historical fiction.

Seanna Sewel

Client Relations Associate

 

Seana joined our firm in March 2019 as Client Relations Associate, to continue to deliver an outstanding client experience and keep operations running smoothly. Seanna has extensive experience in real estate and real estate investments with an affinity for investigating how actuarial analytics and statistics can relate to investment decisions.

Seanna brings a customer-first focus and a mastery of today’s technology making her uniquely qualified to serve our clients. She actively comes alongside clients to ensure an uncompromised user-friendly experience to get the most out of today’s wealth management services.

Seanna holds both a Bachelor of Arts degree from Judson University and a Master of Architecture degree from Lawrence Technological University. As an active community liaison, she serves on a variety of professional boards within the City of Fort Worth. For the past six years, she has served as an advocate for the proper stewardship of tax dollars for the benefit of city residents.