D.R. Nelson

D.R. Nelson — CEO, President

D.R. has helped successful individuals and families plan for their futures for more than 28 years. He is motivated by bringing value to the lives of people he cares about. D.R. has three children and seven grandchildren. Outside of work you can find him watching his grandkids at the ballpark, cheering on the Texas Rangers, chasing his dog “Bob Barker” around the house, doing home improvements, planning the next annual family vacation, and volunteering at St. Peter Lutheran Church in his community of Mabank, Texas. D.R. is a member of the Financial Planning Association (FPA). He earned his bachelor’s degree in Arts/Psychology from Concordia University, his Master of Divinity/Theology from Concordia Seminary, and his Master’s of Science/Counseling from Texas A&M Texarkana. Prior to working in financial services, D.R. was a full-time pastor and collegiate baseball coach.

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Trey Nelson

Trey Nelson, AIF® — Managing Partner, Wealth Advisor

Trey has spent the past 23 years in the wealth management business, both as an advisor guiding individuals and families, and as a coach and consultant to successful independent wealth managers. Over the last decade Trey has worked with one of the largest and most respected RIAs (Registered Investment Advisors) in the country, frequently speaking at national investment conferences on investment strategies and wealth management topics. Serving in his role as a Vice President gave him the unique opportunity to work alongside two Nobel-prize winners, one of the world’s leading behavioral finance experts, respected industry thought leaders and many of the top independent wealth managers in the nation. Drawing upon this experience will be an important asset to our collective team and, most importantly, to the clients for whom we serve. Trey has earned the Accredited Investment Fiduciary® designation. The AIF® mark demonstrates understanding of the Prudent Practices® for Investment Advisors and defines a global Fiduciary standard of excellence.

He takes great pride in his work, but his family is the most important part of his life. Trey and his wife Andrea love to travel and experience new places, though these days they are busy keeping up with their twin sons, Kayden and Quinn. He also enjoys volunteering, usually working with children through some form of education. Trey studied Business Management and Economics at Concordia University in Austin, Texas, where he also played collegiate baseball.

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Trey Nelson

Andrea Nelson

Andrea Nelson — COO, Director of Client Experience

Andrea is the COO and Director of Client Experience at CWA. Andrea oversees our business operations, implements organizational and marketing initiatives, technology improvements, compliance requirements and financial consulting for clients. Andrea has a deep passion for helping clients and their families. Due to personal life experiences, Andrea learned at a young age how important it is to have a solid financial plan in place. She is dedicated to facilitating a positive client experience and helping clients plan for their future. Andrea has more than 15 years of experience in the financial services industry, previously serving as a Vice President of Corporate Services with a leading global financial services company. Throughout her career Andrea has served approximately 1,000 Financial Advisors and their high net worth accredited investors, raised securitized private equity capital and spoken at many national industry conferences.

Andrea, a native of Fargo, ND, currently resides in Arizona and enjoys yoga, spin class, and being active outdoors. Trey and Andrea were married in 2015 and are busier than ever trying to keep up with their identical twin boys, Kayden and Quinn. She loves to travel the world and experience new cultures (mainly through food and wine). Andrea has enjoyed being a mentor to women in the Fresh Start Foundation and volunteers for the Phoenix Child Crisis Nursery.

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R. Scott Maxwell

R. Scott Maxwell, CFP®Wealth Advisor

Scott serves business owners, professionals, retirees and their families through a client-focused process to help protect wealth, enjoy lifetime income and achieve peaceful wealth throughout their life. He provides guidance, counseling, monitoring and disciplined financial advice while serving as a valued catalyst to encourage his clients to plan ahead for the expected and unexpected events in life.

An Eagle Scout, graduate of the Navy’s prestigious TOPGUN program and decorated Naval Officer, Scott has been recognized as a servant leader for many years.

He has been named Five Star Wealth Manager: Best in Client Satisfaction by Texas Monthly magazine in 2009, 2011, 2012, 2013, 2014, 2016, 2017, 2018, 2019, 2020 and 2021, as well as Best Wealth Managers in Dallas, D Magazine in 2010. Scott was routinely featured on KXII Fox News 12 Good Day and KTEN NBC Channel 10 Morning News. He is the past director and small group facilitator of Crown Financial Ministries and served for many years on the usher leadership team at Stonebriar Community Church.

An aspiring Barbeque pit master (he continually seeks out new recipes for his Traeger Smoker), diehard football fan and enthusiastic golfer, Scott lives in Frisco, Texas, with his lovely bride of 32 years. Scott and his wife Linda have three wonderful adult children and a lively cat.

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R. Scott Maxwell

Linda Maxwell

Linda Maxwell — Client Experience

Linda has a strong and accomplished professional background. She honed her business acumen as the founder and director of operations of her own closely held business for 13 years. Linda developed her client care and problem-solving skills as a medical/surgical hospital nurse for more than 12 years. Her natural communication and teaching skills were routinely on display homeschooling her three children.

Never one for sitting idly by, Linda served 19 years as a Sunday School teacher, was a meet official for USA Swimming, worked as a church children’s choir assistant, co-lead a Crown Financial Ministries home study group and mentored young women in her church middle school ministry. When not trying to catch a nap between her seemingly exhaustive list of “Things to Do”, Linda enjoys caring for her family, which includes her husband of 32 years (yes, that Scott guy), three adult children and a very cool cat.

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Our approach expands to include our network of experts…

When you work with us, you’re supported by a diverse team of resources and specialists from Buckingham Strategic Partners. As we sit with you to develop your personal financial strategy, our strategic partnerships help assure you get a well conceived plan designed to meet your long-term goals.

Jonathan Scheid, CFA, AIF®
Jonathan helps CWA evaluate findings from academic research and apply that learning to develop investment strategy recommendations. Jonathan has earned the distinguished Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary® (AIF®) designations.
Panch Romero, CFP®
Panch is a valuable resource to CWA and our clients by sharing current wealth management insights and providing client education. Panch has earned the Certified Financial Planner (CFP®) certification which is the standard of excellence in financial planning.
Bill Morgan, CPA/PFS
Bill consults with the CWA team on specific client wealth management strategies. We leverage his experience for individual taxation and tax planning suggestions, which in turn offers our clients a very positive tangible result: lower taxes. Bill has earned his CPA and PFS designations.
Ernest Clark, CPA/PFS
Ernest knows that families have worked hard their entire lives, and sometimes over generations, to accumulate wealth. His role with CWA is to mentor our team and support our clients in achieving their financial goals with an emphasis on tax planning strategies. Ernest earned his CPA designation in 1976 and his PFS designation in 1999.
Katlyn Nielson
Katlyn works closely with the CWA team to support our client’s operational needs. She coordinates with our partnering custodians to ensure trades and cash management functions are precise. She also helps us manage our technology platforms including the CWA client portal.
Lauren Fiala
Lauren supports the CWA team by providing key portfolio gap analysis, portfolio analytic reporting and ongoing wealth planning support. Additionally, Lauren plays an instrumental role by helping us manage periodic portfolio management projects and firm initiatives.

Partnerships