Advisers & Staff

Advisers:

Jeffrey W. McClure CFP® was born in 1949, graduated from Oklahoma Military Academy in 1967 and from Ottawa University in 1971. He served as a U.S. Army officer from 1971 until the beginning of 1983. He has been a CFP practitioner since 1991, and holds the FINRA Series 24 (General Securities Principal), Series 51 (Municipal Fund Principal), Series 7, (General Securities Representative), Series 63 (Uniform State Securities Law), and Texas Life, Health, and Accident, and Variable Contracts Insurance licenses. He has been in practice in the securities profession since January 1983. He was an O.S.J. Registered Principal and Investment Adviser Representative at InterSecurities, Inc. from April 1991 until October 2006 and has been an O.S.J. Registered Principal and Investment Adviser Representative at NEXT Financial Group, Inc. since October of 2006. Mr. McClure is the Senior Managing Member of The Wealth Coach, LLC, has been doing business as The Personal Wealth Coach® since 1999 and is the author of the book The Personal Wealth Coach.

Jake McClure CIMA®

Jacob A. McClure CIMA® was born in 1975, has held the FINRA Series 6 (Investment Company Products / Variable Contracts Representative), Series 7 (General Securities Representative), Series 65 (Uniform Investment Adviser Law), Series 63 (Uniform State Securities Law), and Texas Life, Health, and Accident, and Variable Contracts Insurance licenses.  He has been employed as the business manager and compliance manager among other things for the general securities branch offices managed by Jeffrey W. McClure since January of 1991. From December 2003 until October 2006 he was a Registered Representative and from December 2004, an Investment Adviser Representative of InterSecurities, Inc. From October 2006 he has been a Registered Representative and Investment Adviser Representative of NEXT Financial Group, Inc. In 2009 he completed business studies for his CIMA® at The Wharton School, University of Pennsylvania. He currently serves as a Managing Member and Chief Compliance Officer of The Wealth Coach, LLC.

Staff:

Melissa Mikeska Parker is a member of The Wealth Coach, LLC and the Senior Securities Trader and Operations Manager for the firm. She has served on the staff of Legg Mason Wood Walker, Inc., Salomon Smith Barney, Inc., Edward Jones, Inc., A.G. Edwards, Inc., and Dean Witter Reynolds, Inc. in administrative and securities trading capacities since 1983. Since 2001 she has been responsible for all securities trades of TPWC including rollovers, transfers, contributions and withdrawals. She has held the FINRA Series 7 and Series 63 securities license since 1998.

Dea Prall is a member of The Wealth Coach LLC and the business manager for the firm. She is responsible for our internal financial affairs, account billing, and is the senior administrator for the firm. She is also responsible for reviewing the fund and asset allocation levels of all client accounts monthly and for alerting the appropriate Advising Member if allocations or fund balances are outside reasonable parameters. Dea has been a business owner and general manager for several businesses in Central Texas since 1982. She holds the FINRA Series 7 and 63 general securities brokers licenses as well as the Texas Life, Health, and HMO insurance license.

Tary Sipe serves as the Senior Operations Assistant. She assists Melissa, the Operations Manager, in coordinating and confirming the investment of client accounts as well as a number of other operations-related activities. Tary is also responsible for securities activity reporting and conducting historical research on each client’s individual accounts in order to provide a reconciliation and summary of accounts to our clients. In addition, Tary puts the finishing touches on the Investment Policy Statements.

Christy Rakowitz is the Senior Administrative Manager and Client Relations Coordinator and is in charge of scheduling, form preparation, filing, record keeping, and general administrative functions as well as the supervision of the administrative staff. She has been previously employed as a broker’s assistant for Edward Jones, LINSCO Private Ledger, & Raymond James.  Christy earned a Bachelor of Business Administration degree from Angelo State University.

Calli Westmoreland serves as the research coordinator. She researches and gathers the necessary personal and financial information for each client’s portfolio and creates the framework for Jeff and Jake’s optimization analyses and Investment Policy Statements. Calli earned her Bachelor of Arts degree with honors from the University of Texas at Austin and worked in the legal field, primarily in the area of estate planning, prior to joining the team at TPWC.

Jessica Rivers is an Operations Assistant. She works directly with Melissa, the Operations Manager, in checking for accuracy and completeness with regard to trades and operations forms and record-keeping. She also assists Christy, our Client Relations Coordinator, with preparing the necessary documentation and client presentation materials in preparation for client meetings, and coordinating the distribution of Investment Advisory policies and notices. She has a Bachelor of Arts in General Studies at the University of North Texas.

Dustin Howard serves as  database technician and is responsible for electronic record keeping.