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.
Trey has spent the past 27 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 and daughter, Olivia. 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.
For the past 40 years, Cheree has been helping others achieve their financial and life goals. From the beginning of her career, she was passionate about helping others. Cheree has been there for her clients through the most critical moments in life when choices and decisions are tough. Whether it’s navigating a forced retirement, a job loss, an unexpected illness, caring for aging parents, or selling a business, Cheree’s strength is that of being her client’s strongest advocate when it’s most needed.
With previous experience in banking and the legal professions, she was well prepared to guide her clients through life’s transitions. She believes that to be a good advisor, one must have adequate training, education, and experience., but more importantly, a good advisor must listen and really hear what a person is saying. She believes that there’s more than one right solution, and with time, the solutions may change. She continually looks for and offers new ways to improve her clients’ financial picture throughout the life of the relationship. For Cheree, financial planning is not only about money, but about life.
As a lifelong resident of Southwest Louisiana, giving back to the community is important to her. She has served on numerous boards and acted as chairman of many fundraisers for charitable causes. She is an active member of St. Martin de Porres Catholic Church where she volunteers as a Lector.
She loves spending time with family and friends, and limiting her guest list is a constant challenge. She loves to cook and entertain, play golf, and travel. She plans for fun much like she plans for her client’s financial success, always looking for the next best thing to do or place to go.
Doug practiced Radiology for over 30 years in West Virginia, North Carolina, Texas, and Louisiana. His personal experiences as a client and investor led him to realize the importance of good financial planning and finding the right financial planner. As Cheree’s client prior to becoming her partner in business and life, Doug had a goal of rewiring to a new career rather than fully retiring. In 2008, he joined Cheree in her practice and became a financial planner and investment advisor. Having the knowledge to properly assess clients goals and needs and make the appropriate recommendations, Doug obtained his Certified Financial Planner™ (CFP®) designation in 2012.
He enjoys golf, traveling, lectoring at St. Martin de Porres Catholic Church, and watching college sports. Doug’s favorite saying: “Failing to plan is planning to fail.”
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.
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 18 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. In 2023 they welcomed a beautiful baby girl to the family, Olivia. 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.
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.
Brody is responsible for acting as the firm’s paraplanner, where he helps create customized, comprehensive financial plans. As an independent consultant, he collaborates with our team to provide expertise in financial planning, tax planning and estate strategies. This collaboration is intended to enhance the financial planning services offered to our clients. He received a B.S in Accounting, and a minor in Economics with Magna Cum Laude honors from Arcadia University. In addition, he spent a semester abroad in the United Kingdom at The University of Cambridge, where he studied Finance & European History. In previous positions, he has worked in public accounting. He has successfully completed the Certified Public Accountant (CPA), Certified Financial Planner (CFP®) Examinations and the Uniform Investment Advisor Law (Series 65) Exam.
In his spare time Brody enjoys competitive axe throwing, brewing lager beer, learning about history, hiking, biking, and baking bread. Brody volunteers his time every week to pick up litter in his local community and formed a local trash team.
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 Focus 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.
Partnerships
