With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Jennifer Marcontell

CFP®, ChFC®, AAMS, APMA, CRPC

Private Wealth Advisor

Learn more about Jennifer Marcontell

Allie Gwynn

APMA, AAMS

Associate Financial Advisor

Learn more about Allie Gwynn

Ryan E Heard

APMA

Associate Financial Advisor

Learn more about Ryan E Heard

Cody Kilpatrick

CFP®, APMA

Associate Financial Advisor

Learn more about Cody Kilpatrick

Todd Patton

CRPC, APMA

Associate Financial Advisor

Learn more about Todd Patton

Erik M Pettine

APMA

Associate Financial Advisor

Learn more about Erik M Pettine


Our team

Alicia Bryan

Alicia Bryan

Client Service Specialist

Personal Intro

Alicia has been part of our Marcontell Wealth Team since 2021.

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Tenna Howard

Tenna Howard

Client Service Manager

Personal Intro

Tenna has been part our Marcontell Wealth Team since 2017. She contributes to the office by coordinating insurance, driving client experience, and training other members in customer service.

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Kenzie Lackey

Kenzie Lackey

Marketing Specialist,

Event Planner

Personal Intro

Kenzie joined the Marcontell Wealth Management team in 2022. She completed a bachelor’s degree in Agricultural Communications and Journalism from Texas A&M University.

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Ashley Meck, CFP®

Ashley Meck, CFP®

Paraplanner

Personal Intro

Ashley joined the Marcontell Wealth Team in early 2024. She has several years of experience within the financial industry and currently focuses on supporting Jennifer as a second chair during client appointments.

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Victoria Morales

Victoria Morales

Paraplanner

Personal Intro

Victoria joined our Marcontell Wealth Team full-time in 2021. Victoria spends her time in the office serving clients and ensuring seamless communication amongst the team.

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Stacey Vasquez

Stacey Vasquez

Client Service Specialist

Personal Intro

Stacey joined our team in mid-2023 after working in both the education and healthcare sectors. She manages the Marcontell Wealth scheduling, answers and directs phone calls, and focuses on the in-office client experience.

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