Our Team | by Dan

Greg Deckert
Education

• Master of Science Personal Financial Planning, Texas Tech University  
• Master of Business Administration, Texas Tech University
• Bachelor of Business Administration Accounting, Texas Tech University

Professional history

• West Texas WealthCare Advisors, Inc.

Professional licenses and designations

• Preparing to take insurance and securities license exam

Other highlights

• Passed the CFP® exam July 2007
• Preparing to take the CPA exam

Cassandra “Cassie” Fillingim, CPA, CFP®
Education

• Bachelor of Business Administration Accounting, Texas Tech University

Professional history

• West Texas WealthCare Advisors, Inc.

Professional licenses and designations

• Series 7 General Securities Representative
• Series 66 Uniform Combined State Law
• Insurance General Lines
• Registered Representative of 1st Global Capital Corp.

Other highlights

• Recently expanded her office to accommodate clients

Michael “Mike” Gardiner, CPA

Education

• Bachelor of Science in Accounting, Oklahoma Panhandle State College

Professional history

• West Texas WealthCare Advisors, Inc.
• Licensed as a financial advisor since 1994
• Began work as a Tax Accountant in 1972

Professional licenses and designations

• Certified Public Accountant
• Series 7 General Securities Representative
• Series 6 Investment Company Products Representative
• Series 63 Uniform Securities Agent State Law
• Investment Adviser Representative
• Texas Department of Insurance General Lines
• Registered Representative of 1st Global Capital Corp

Other highlights

• Past President of Canadian Rotary Club and Canadian Chamber of Commerce
• Active member of First United Methodist Church of Canadian

D. Brad Green, CPA
Education

• Bachelor of Business Administration Accounting, Texas Tech University

Professional history

• West Texas WealthCare Advisors, Inc. / D. Brad Green, P.C., Financial Advisor, Lubbock, TX

Professional licenses and designations

• Series 7 General Securities Representative
• Series 66 Uniform Combined State Law
• Insurance General Lines

Other highlights

• Serves on the Lubbock Symphony Orchestra Board of Directors
• Serves on the Covenant Hospital Board of Directors
• Has over 30 years of experience as a CPA
• Registered Representative of 1st Global Capital Corp

Stacy Hunzeker
Education

• Bachelor of Science Family Studies, Texas Tech University

Professional history

• West Texas WealthCare Advisors, Inc. / Gardiner Financial Services, Canadian, TX
• Alert Staffing, National Account Manager, Austin / San Antonio / Dallas, TX
• Pomerantz Staffing, Senior Staffing Specialist, Dallas, TX

Professional licenses and designations

• Currently studying to take the insurance license exam

Other highlights

• Lives in McKinney, TX with her husband and two daughters

Johnny Lee, Operations Manager
Education

• Bachelor of Business Administration Management/Marketing, Texas Tech University

Professional history

• West Texas WealthCare Advisors, Inc.
• American State Bank, Personal Banker, Lubbock, TX

Professional licenses and designations

• Notary Public for State of Texas
• Series 7 General Securities Representative
• Insurance General Lines

Other highlights

• Active member of Saint Elizabeth University Parish

Elaine McNair, CPA
Education

• Bachelor of Business Administration Accounting, Texas Tech University

Professional history

• West Texas WealthCare Advisors, Inc.

Professional licenses and designations

• Series 7 General Securities Representative
• Series 66 Uniform Combined State Law
• Insurance General Lines
• Registered Representative of 1st Global Capital Corp

Other highlights

• Has over 30 years of experience as a CPA

Dan H. Morgan, CFP®
Education

• Master of Science Family Financial Planning, Texas Tech University
• Bachelor of Business Administration Finance, Texas Tech University

Professional history

• West Texas WealthCare Advisors, Inc. / D. Brad Green, P.C., Financial Advisor, Lubbock, TX
• Pinnacle Advisory Group, LLC, Associate Financial Planner, Columbia, MD
• Texas Tech University, Research Assistant, Lubbock, TX

Professional licenses and designations

• Certified Financial Planner™ professional, CFP Board
• Series 7 General Securities Representative
• Series 66 Uniform Combined State Law
• Investment Adviser Representative
• Insurance General Lines
• Registered Representative of 1st Global Capital Corp

Other highlights

• Lives in Shallowater with his wife and border collie dog, Max
• Active member of the First United Methodist Church of Shallowater