Intrua Financial – Navigate Life with Confidence Navigating you through all of your life’s moments with confidence

(713) 355-9910

3737 Buffalo Speedway, Suite 400, Houston, TX 77098

Client Center
Client Center

Our Team

A dedicated team of professionals involved beyond the expected.

our leadership members

Meet Our Team of Professionals

Samuel Lawhon, CFS®

Chief Investment Officer

Amy Buchheit

Vice President

Courtney Garner CFP®, CES™

Director of Financial Planning

Jessi Ayrer

Director of Operations

Financial Planning

Ana Maria Salas, CFP®, EA

Financial Advisor

Bullett Manale, CFP®

Financial Advisor

Josh Te Stroete

Paraplanner

Service Team

Ainsley Mayo

Service Associate

Alyssa Reans

Digital Marketing Advisor Experience Specialist

Amanda Reichert

Senior Client Service Associate

Cherise Arnold

Service Team Manager

Cheyenne Rogers

Service Associate

Jenny Leishman

Operations Coordinator

Nedeva Coq

Client Service Associate

Stefanie Melendez

Business Operations Coordinator

Investments Team

Glen Walden

Portfolio Administrator

JL Bell

Technology Implementation Coordinator

Eric Kulwicki, CFA®, CFP®*

Investment Consultant / Portfolio Manager / Wealth Advisor

*Eric Kulwicki is not affiliated with LPL Financial.

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Amy Buchheit

Vice President

Phone Number: (573) 576-8820

Email Address: amy@intrua.com

Biography

Amy is a seasoned professional with a proven track record in both entrepreneurship and the finance industry. With 22 years of experience as a successful business owner, she transitioned into finance in 2010, seeking new avenues to apply her expertise. Joining Larson Financial in 2014 marked a pivotal moment in her career, where she seamlessly assumed responsibility for a portion of Paul’s book, showcasing her adaptability and strategic acumen.

Throughout her tenure at Larson Financial, Amy consistently demonstrated excellence, earning the title of Producer of the Year for five consecutive years. This remarkable achievement underscores her exceptional performance, dedication, and unparalleled commitment to client satisfaction.

Driven by a desire for continuous growth and new challenges, Amy has embarked on an exciting new chapter in her professional journey. Recognized for her leadership and expertise, she has been invited to join the esteemed team at Intrua, where she will serve as Vice President starting April 1st. In this role, Amy is poised to leverage her wealth of experience to drive innovation, foster strategic partnerships, and propel the company towards new heights of success.

Beyond her professional accomplishments, Amy finds joy in her personal life on a farm in Scopus, MO, alongside her husband, Doug. Together, they cherish the blessings of family, with two grown daughters who are both nurses, and three grandsons. This balance between her professional pursuits and personal commitments underscores Amy’s holistic approach to life and her unwavering dedication to both her career and her loved ones.

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Jessi Ayrer

Director of Client Service

Phone Number: 713.355.9910

Biography

Since joining Intrua Financial in 2017, Jessi has built her career around connecting with
people and helping them navigate the financial process with confidence. She holds her
Series 7 and 66 licenses through LPL Financial and began her career on the client
service team, which gave her a strong foundation in the details of opening and
maintaining client accounts. Today, she loves building lasting relationships with both
advisors and clients while making sure every interaction feels seamless and supportive.

Originally from Williamsport, Pennsylvania—home of the Little League World
Series—Jessi earned her degree in Business Administration from Susquehanna
University before moving to Houston. Outside of work, you can often find her exploring
parks and coffee shops with her husband, Jay, and their two kids, Joanna and Paxton.
She also enjoys cooking, mixing cocktails, traveling to visit family in Pennsylvania, and
planning the next family adventure. When it’s time to relax, Jessi is likely listening to
Taylor Swift or getting a manicure in her signature bright and bold colors.

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Samuel Lawhon CFS®

Chief Investment Officer

Phone Number: (713) 355-9910

Biography

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ENTER HORIZENT

Eric Kulwicki, CFA®, CFP®*

Investment Consultant / Portfolio Manager / Wealth Advisor

Phone Number: (262) 798-7979

ekulwicki@intrua.com

*Eric Kulwicki is not affiliated with LPL Financial.

Biography

Eric leverages his 20+ years of financial markets experience to provide investment consulting and wealth management services to institutions, individuals, families and business owners.  Eric values deep client relationships and embraces the uniqueness of each client and their specific needs.  Eric loves working in a team environment and works closely with a network of professionals to help his clients pursue their goals.

As a member of the firm’s Investment Committee, Eric provides portfolio management leadership and support on investment strategies available to the wealth advisors and clients of the firm.  Eric is a strong believer in financial education and offers solutions to enhance the public’s knowledge on the ever-increasing complexity of investing in the financial markets. 

Prior to joining Intrua Financial in 2016, Eric served as Vice President and Senior Portfolio Analyst at Robert W. Baird & Company.  In this role, he assisted in the portfolio management of the firm’s discretionary, multi-asset portfolios and performed the due diligence on investment managers across a variety of asset classes and alternative strategies.

Eric received his Bachelor of Business Administration degree from the University of Wisconsin – Madison and his Master of Business Administration degree with a specialization in Finance from Marquette University, where he graduated with honors.  Eric is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™.

Eric was raised and currently resides in southeastern Wisconsin with his family.  He and his wife are very involved in the many activities of their three children.

Services Offered

Institutional Investment Consulting:  For institutional clients and wealth management firms seeking investment management support, Eric draws on his extensive portfolio management and investment manager due diligence experience to help define investment objectives, asset allocations, and investment selections.  Eric can also provide investment commentary and investment technology support as needed. 

Please visit https://www.kulwickiinsights.com/investment-consulting for more information.

Wealth Management:  As a member of the Horizent Team at Intrua Financial, Eric and his team will work with you to better understand your current financial situation and develop a plan to help you meet your financial goals.  Planning can be holistic or custom-tailored to include budgeting, retirement planning, investment strategy and management, risk mitigation / insurance, estate and legacy strategy, tax planning, and other services as needed.

Please visit https://horizent.intrua.com for more information.

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Josh Te Stroete

Paraplanner

Phone Number: (262) 798-7979

jtestroete@intrua.com

Biography

Josh began his career in 2023 and joined Intrua in 2025, bringing a passion for helping clients create holistic financial plans that adapt to their evolving lives and goals. With a particular focus on retirement income planning, he assists clients in determining if their funds will last through retirement. Josh values collaborating with a talented, down-to-earth team dedicated to delivering exceptional service.

Because each client’s situation is unique, Josh takes time to understand their goals—whether that’s preparing for retirement, planning for education, managing assets, addressing health or risk considerations, or leaving a legacy. His goal is to provide clear guidance that supports both financial independence and confidence.

A native of Cedar Grove, Wisconsin, Josh earned his Bachelor of Business Administration in Finance and Risk Management from the University of Wisconsin–Oshkosh. He holds Series 7 registration through LPL Financial and his Series 66 registration through Intrua Financial, as well as life, health, and variable insurance licenses.

Outside the office, Josh enjoys playing cornhole, hunting, riding his motorcycle, and spending time with his girlfriend and their two dogs, Gus and Max. He also gives back to his community by coaching wrestling for the Cedar Grove–Belgium School District.

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Ana Maria Salas CFP®, EA

Financial Advisor

Phone Number: (713) 355-9910

ana@intrua.com

Biography

Ana was born in Lincoln, Nebraska and was raised in Lima, Peru. After graduating from the Universidad de Lima in 1997 with a bachelor’s degree in business administration, she worked in technology at Bancosur Bank in Lima.

She moved to Houston in 2000 and began her career in the Financial Services industry. Ana is a CERTIFIED FINANCIAL PLANNER™ professional and holds the following registrations: Series 7 (General Securities Representative), Series 6 (Investment Company and Variable Contract Products), and Series 63 (Uniform Securities Agent State Law) through LPL Financial. Through Intrua Financial and LPL Financial, she holds a Series 66 (Uniform Combined State Law Examination) and a Group 1 Insurance License through Intrua Financial. In 2023, she attained the title of IRS Enrolled Agent (EA). 

Ana specializes in Wealth Management and Financial Planning. She is passionate about helping her clients reach their financial goals and assisting them in any way possible.

She enjoys going to the beach, attending concerts, and traveling.

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Courtney Garner CFP®, CES™

Director of Financial Planning

Phone Number: (713) 355-9910

courtney@intrua.com

Biography

While attending Texas Tech University, Courtney learned about the Personal Financial Planning program. The program allowed her to combine her business knowledge with her passion for helping others. After completing her Bachelor’s in Accounting, she went on to earn a Master’s in Personal Financial Planning and a certificate in Charitable Planning, before moving back to her hometown, Houston.

Courtney started with Intrua in 2012 as a Client Service Associate and is now the Director of Financial Planning and a Wealth Advisor. As a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Estate and Trust Specialist™, she is dedicated to helping others navigate their financial journey. Her true passion lies with creating financial plans that not only benefit current clients but extend a legacy to their children and future generations.

Courtney and her husband, Greg, spend most of their time with their two children, Charlie and George. As a native Houstonian, they are avid Houston Astros fans and have a goal to watch the Astros play in every MLB stadium. She is also a volunteer for the Houston Livestock and Rodeo and a member of the Junior League of Houston. Living in Houston provides her with the incredible joy of spending quality time with extended family, giving back to her community, and raising her children where she grew up.

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Bullett Manale, CFP®

Financial Advisor

Phone Number: (713) 355-9910

bullett@intrua.com

Biography

Since joining Intrua Financial in 2021, Bullett has built his career around one simple idea: helping clients align their goals with the lives they want to live. With nearly five years of experience in the financial industry, he takes pride in forming lasting relationships and providing thoughtful, personalized guidance to every client he serves.

A proud member of the Intrua team, Bullett values the firm’s strong culture and sense of camaraderie. “You really start to build lifelong friendships with the people you work alongside,” he says. “That’s something I truly appreciate about this career.”

Bullett takes a well-rounded approach to financial planning, spending most of his time meeting with clients to understand what matters most to them, including their families, goals, and vision for the future. From there, he focuses on developing strategies that bring those priorities into focus through clear, practical financial planning.

Originally from Lubbock, Texas, Bullett attended South Plains College before graduating from Texas Tech University. Outside the office, he enjoys spending time outdoors, playing guitar, golfing, fishing, or simply enjoying the sunshine. He’s also an avid movie fan, gamer, and baseball enthusiast who loves watching the Houston Astros with his wife, Hayley.

Bullett and Hayley live in Dallas with their two dogs, Theo and Olive, and their cat, Luna. They look forward to welcoming their first child in March 2026.