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 Advisors

Intrua Advisors

Ana Maria Salas, CFP®

ana@intrua.com

Bullett Manale, CFP®

bullett@intrua.com

Darren Liberski, CFP®, CRPC®, BFA™

dliberski@intrua.com

Ron Sauvageau, CFP®

ron@intrua.com

Shannon Smith, MBA

ssmith@intrua.com

Alan Hawkins, AIF®

alan@intrua.com

Amy Buchheit

amy@intrua.com

Bart DeLuca, CFP®, CIMA®

bart@intrua.com

Brad Doyle

bdoyle@intrua.com

Brad McEntee

brad.mcentee@lpl.com

Brandon Woodard

brandon@intrua.com

Charles Kuhtz, CFP®

ckuhtz@intrua.com

Chris Smith

csmith@intrua.com

Dane Byers

dane@intrua.com

Dean Wolpert

dean.wolpert@lpl.com

Eric Kulwicki, CFA®, CFP®*

Investment Consultant / Portfolio Manager / Wealth Advisor

Hunter Hart

hunter.hart@lpl.com

Kelly Young

kelly.young@lpl.com

Kurt Rozman

krozman@intrua.com

Mark Magee

mark@intrua.com
Mitchell A. Wood, Financial Advisor at Intrua Financial

Mitchell A. Wood

mitch@intrua.com

My Ton

myton@intrua.com

Nate Baumann

Financial Advisor

Robert Bradford, CFP®

rob@intrua.com

Ryan Edwards, CFP®

ryan.edwards@intrua.com

Shawn Thomas

sthomas@intrua.com

Thomas Ramsett

tramsett@intrua.com

*Eric Kulwicki, Nate Baumann and Ryan Edwards are solely investment advisor representatives of Intrua Financial, and not affiliated with LPL Financial.

LPL Financial Advisors

Amy Stroker

amy.stroker@lpl.com

April Richardson, AAMS®

april.richardson@lpl.com

Bonnie Arbuckle

bonnie.arbuckle@lpl.com

David Arlott

david@intrua.com

Gail O'Neill

gail@intrua.com

Matt Ponder

matt.ponder@lpl.com

Patrick Foy, CFP®, CIMA®

patrick@intrua.com

Tony Bailey

tony.bailey@lpl.com

Wes Roan

wes.roan@lpl.com
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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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Kurt Rozman, CFS®

Financial Advisor

Phone Number: (262) 798-7979

krozman@intrua.com

Biography

Kurt is driven by a singular passion in life: live the best life he can, while helping as many deserving people as possible along the way. His focus is to improve everything he touches. Kurt has spent the last 30 years of his professional career helping people improve their financial lives. From the beginning, his focus has resulted in him outgrowing two investment firms, leading to his ultimate professional achievement, building, and managing his own RIA.

Kurt’s goal is to bring high quality, personalized investment management within the reach of high net-worth investors.  Recently Kurt aligned his Registered Investment Advisory Firm with Intrua Financial to gain access to a large network of professionals, including asset managers, financial planners and thought leaders.  His vision is to reduce the time spent managing the RIA to spend more time managing his client’s investment portfolios.  Kurt holds his holds his Series 7, 9, 10, 63 registrations through LPL Financial and his Series 65 through Intrua Financial LLC.

For Kurt, work is deeply interwoven into his life. He is always looking for ways to improve and grow. He meets new challenges head on, always striving for professional development and advancing new portfolio management techniques.

Fun Facts about Kurt:  Kurt’s favorite subject is history. He especially enjoys reading about our countries forefathers and holds all our military personnel in the highest regard.

Kurt’s favorite hobby is travel.  Whenever he gets the opportunity to do so, he and his wife head out on a new adventure.

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Darren J. Liberski, CFP®, CRPC®, BFA™

Financial Advisor

Phone Number: (262) 798-7979

dliberski@intrua.com

BOOK A MEETING

Biography

As a Financial Advisor, Darren dedicates himself to guiding people towards financial independence. He cultivates deep relationships and creates real connections with his clients, which allows him to offer risk management strategies and customized approaches aligned with their personal goals and objectives. He is inspired by seeing his clients achieve their dreams and live their true passions. In addition to serving individuals, Darren manages corporate accounts and church endowment funds, establishing himself over the years as a successful and respected advisor.

Darren obtained a BSc in Business Administration. He began his professional career in financial services in 1998 at Strong Capital Management, continuing his learning at JPMorgan Chase Private Client Services. Darren moved to the Registered Independent Advisor terrain as he evolved into more than just an investment manager. Darren holds his Series 7 and 66 registrations through LPL Financial and has Life, Health, and Variable Annuity Insurance licenses. Darren also achieved his CERTIFIED FINANCIAL PLANNER® – CFP®, Chartered Retirement Planning Counselor SM – CRPC® & Behavioral Financial Advisor™ – BFA™ designations.

Germantown, Wisconsin is home to Darren and his wife. He has 2 sons and a step-daughter that also live in the area. He is also a “Grandpa” with 2 grandsons. Darren’s family enjoys spending time together, supporting one another in their personal endeavors and encouraging one another with laughter and love. Taking the time to enjoy family get-togethers has become a very important way for them to bond, reconnect, and refresh.

Fun Facts about Darren:

Darren enjoys playing pickleball and cards, fishing, shooting, watching sports and comedy shows.

Darren and his wife are actively involved in their community and church.

Darren’s smile and warm personality makes everyone feel at ease.

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Charles Kuhtz, CFP®

Financial Advisor

Phone Number: (262) 798-7979

ckuhtz@intrua.com

Biography

Chuck began his financial services career in 1984, and became a Certified Financial Planner Professional in 1989.  Chuck joined Freedom Wealth Alliance in 2016 as a Financial Advisor to offer his clients a team-based approach for their financial endeavors.  Chuck focuses on retirement planning, wealth accumulation, risk management strategies, estate planning strategies, long-term care management and comprehensive fee-based financial planning.

Chuck graduated from the University of Wisconsin-Lacrosse and is a lifelong resident of Waukesha County.  He lives in Sussex and has two children Oliver and Elizabeth.

Fun Facts about Chuck:

He is an accomplished trumpet player who performs regularly with several musical groups.  Chuck is also a “grand adventure” enthusiast, taking on challenges such as hikes across the Grand Canyon, remote wilderness canoe trips, mini-triathlons and tough mudder obstacle runs.

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Shannon Smith, MBA

Financial Advisor

Phone Number: (262) 798-7979

ssmith@intrua.com

BOOK A MEETING

Biography

As a Financial Advisor, Shannon helps build and grow key client and stakeholder relationships through partnership with Freedom Wealth Alliance. Shannon helps ensure that the firm’s strategy-focused resources are leveraged to maximize the client wealth experience.

Prior to joining Freedom Wealth Alliance in January 2011, Shannon was a financial advisor with Morgan Stanley Smith Barney. Shannon’s capital markets experience dates back to 1998 as President and Co-founder of a financial services software company servicing global banks. Shannon received Bachelor of Arts degrees in Sociology/Anthropology and Romance Languages from Washington & Lee University in Lexington, VA. He also holds an International MBA from Thunderbird, The Graduate School for International Management in Glendale, Arizona.

A native of Greensboro, North Carolina, Shannon resides in Milwaukee, WI with his daughters Sydney and Zoe. Shannon enjoys spending time with family, traveling, and fly fishing. He has a keen interest in services for children and young adults with special needs. In both his personal and professional life, Shannon is driven to invest in quality personal relationships. 

Based on experience, Shannon ensures that the client wealth experience is customized for quality-of-life decisions.  This includes the important financial and goal-based planning needed to shape clients’ lives and legacy. 

Fun Facts About Shannon:

Shannon is a ‘foodie’, considered a career in the culinary arts, and is fluent in French.

Shannon is ‘outdoorsy’, loves gardening, and has taken up Overlanding to camp and fish more often.

Shannon ‘sings’, and while he avoids karaoke, he has a song in his heart and has been known to break into song at a moment’s notice.

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ENTER HORIZENT

Shawn Thomas

Financial Advisor

Phone Number: (262) 798-7979

sthomas@intrua.com

Biography

Shawn is part of the Horizent Team at Intrua Financial, working alongside Eric Kulwicki and Nate Baumann.

Shawn is dedicated to helping people work toward accumulating wealth and to navigate a tough tax environment to pass it on to the people they care about most.  He takes a multi-faceted approach to investment planning that allows him to operate efficiently for his clients in an ever-changing financial environment. Shawn often describes the art of financial planning as a puzzle.  Anyone can sell you something, however, seeing how the individual pieces of someone’s financial life comprises the big picture is more important in the long run.    

Shawn graduated with a Bachelor of Business Administration in Finance from the University of Wisconsin-Oshkosh in 1992. He holds the Series 7 and Series 63 registrations through LPL Financial, and the Series 65 registration through Intrua Financial.

Shawn resides in Waterford, Wisconsin with his high school sweetheart and wife, Kim and their children Austin and Delaney.  Shawn has been in the industry for over 30 years.

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Thomas Ramsett

Financial Advisor

Phone Number: (262) 798-7979

tramsett@intrua.com

Biography

Tom has in his 16 years in the financial services industry been advising and educating his clients through market expansions and contractions. As a financial advisor, Tom develops close relationships and develops a clear understanding of his client’s goals and risk tolerance through regular contact and his open door policy. Most rewarding to Tom is not only managing his client’s finances and working towards their goals but the feeling of being like a valued member of his client’s family. 

Tom is passionate about the financial industry and understands the importance of a well thought and developed plan for financial independence for all his clients. He specializes in investment and retirement planning for families and closely held businesses.

Fun Facts about Tom:
Tom was born and raised in Green Bay Wisconsin and because of that is a Packer season ticket holder and enjoys cheering on the Green and Gold.
Tom also enjoys playing golf, boating, fishing, hunting and traveling with family and friends.

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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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ENTER HORIZENT

Nate Baumann

Financial Advisor

Phone Number: (262) 798-7979

Email: nbaumann@intrua.com

Biography

Nate is part of the Horizent Team at Intrua Financial, working alongside Eric Kulwicki and Shawn Thomas.

He is a dedicated financial professional who takes a personalized approach, focusing on understanding each client’s individual goals, risk tolerance, and life circumstances. Nate’s mission is to help clients make informed financial decisions and pursue a confident, independent financial future.

He is committed to providing transparent, practical guidance designed to align with each client’s best interests. By combining modern financial strategies with a forward-thinking perspective, Nate helps clients navigate today’s evolving economic environment.

Nate earned a Bachelor of Business Administration in Finance from the University of Wisconsin–La Crosse and holds the Series 65 registration through Intrua Financial, LLC. He resides in Brookfield, Wisconsin, where he remains an active member of the local community through sports, clubs, and his church.

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Brad Doyle

Financial Advisor

Phone Number: (806) 544-3609

bdoyle@intrua.com

Biography

Brad discovered his interest in wealth management at Texas Tech University when he enrolled in his first financial planning course, “General Concepts of Financial Planning”.  Brad went on to graduate with a Bachelor of Science degree in Personal Financial Planning from Texas Tech University.

Brad is passionate about creating solutions-based strategies to protect profits, optimize personal finance choices, and make the most of business opportunities. He believes the sum of the parts are greater than the whole and collective knowledge of a well-developed insightful team is much more impactful and transformative when helping clients navigate financial challenges.  Brad emphasizes the importance of flexible planning and proactive guidance.  “Life isn’t static or linear, its true nature is constant change.  Our status and circumstance of life changes direction, speed, and trajectory often and is ever evolving.  Adaptability is key to delivering meaningful long- term results to clients.”

Outside of the office, Brad loves to travel, camp, fly fish, play pickleball, catch a concert or music festival (the Corona Capital Music Festival in Mexico City is his personal favorite, ACL is close second) and have a full- bodied glass of “Cab” with friends or family. 

Brad lives and works in Amarillo, Texas with his wife Lisa and three children, Kate, Emma, and Olivia. As a financial advisor, Brad is in his 16th year in the financial advising profession. 

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Brandon Woodard

Financial Advisor

Phone Number: (806) 576-0077

brandon@intrua.com

Biography

Brandon was born and raised in Clovis, New Mexico. After graduating from New Mexico State University with a Bachelor of Accounting and Finance, he began working as a Public Accountant. In 1992 Brandon left accounting to pursue a career in Financial Services where he has spent nearly 3 decades helping families and business owners with their planning needs. As a trained accountant, Brandon learned the importance of examining all aspects of a client’s financial health. Brandon’s comprehensive approach helps him determine the best solutions to help clients pursue their financial goals and objectives.

Brandon is also an insurance specialist and will partner with other team members in the design and implementation of insurance programs for their clients. He understands the importance of incorporating insurance to the overall wealth planning strategy.

Brandon holds a Series 6,7,24,64 and 63 Securities Registration through LPL Financial as well as a Series 66 through Intrua Financial and a Group 1 Insurance License.

Brandon and his wife, Denise raised 4 sons. Although the days of chasing their sporting events and other activities are gone, Brandon and Denise are enjoying a new phase of life together with their Goldendoodle, Koda. Brandon is a member of the Trinity Baptist Church and enjoys traveling, bird hunting and fly fishing in his free time.

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Chris Smith

Financial Advisor

Phone Number: (214) 295-6558

csmith@intrua.com

Biography

Chris was born and raised in Perryton, Texas. He spent his early years in the Texas panhandle surrounded by farming, ranch lands and the oil and gas industry. He received his BA in finance from West Texas State University and spent the first 20 years of his career in the corporate finance field. Realizing a deep desire to work with individuals and families, he transitioned to become a financial advisor in 2008.

He is a Wealth Advisor at Intrua Financial with an office located in Dallas, Texas. Chris’ values of hard work, honesty and “doing the right thing” endear him to his clients and community. He believes in completely understanding his client’s goals and dreams as part of choosing a suitable investment strategy, tailored to fit each financial plan. He creates financial strategies to help manage money you’ve worked hard for to build the life you want after your career. When he’s not at the office, Chris enjoys traveling and spending time with his wife, Ilene as well as playing golf.

“Helping people understand their options in the world of finance brings me great fulfillment.” – Chris

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My Ton

Financial Advisor

Phone Number: (940) 228-1200

myton@intrua.com

Biography

My Ton started her financial career in 2015 and specializes in financial planning for life events, retirement, creating multi-generational wealth and business strategies. She spends her time researching innovative companies and finding ways to leverage equities, funds, annuities, debt instruments and insurance to provide an appropriate mix of risk-off and risk-on holdings in the pursuit of clients’ long-term success.

My grew up in Texas, graduated with an Economics degree from Boston University and has advanced degrees in holistic medicine and product formulation. She has launched 8 companies, sold 2 and has trained at the Daymond John Academy for entrepreneurship (Daymond is an original judge on Shark Tank). Her down-to-earth approach and passion for finance has gained her a loyal clientele at all levels of financial literacy. 

She’s served on several boards of community foundations and enjoys traveling, working out at the gym, playing tennis, kayaking, bouldering or soaking up the sun and sand in any way possible. She lives in Wichita Falls, TX with her son and in her free time, she volunteers her expertise and donates products to victims of abuse and trafficking.

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Ana Maria Salas CFP®, EA

Financial Advisor

Phone Number: (713) 355-9910

ana@intrua.com

BOOK A MEETING

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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April Richardson, AAMS®

Financial Advisor

Phone Number: (713) 355-9910

april.richardson@lpl.com

Biography

In 1995, April started one of the very first woman-owned and operated landscaping businesses in Harris County. Having caught the “entrepreneurial bug,” she opened The Horse Center, an equine boarding and training facility, two years later. It was at The Horse Center that she discovered her love for client-based services. The Horse Center offered equestrian programs to underprivileged children, and offered an incentive-based program to students in Waller Independent School District, who, with good grades, could take free riding lessons with April and her staff.

In 2006, April started her career in finance with Edward Jones. She decided to focus full-time on finance, sold her ranch and moved with her family to Cypress, Texas. Being able to fully understand the hard work and dedication that it takes to build your dreams – be it your own business, your retirement, or otherwise – gives April the ability to connect with clients as she provides tools and support in planning their financial futures.

After earning an AAMS® designation, April joined Intrua Financial in October of 2012. April holds her Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) with LPL Financial and she is also licensed for life and health insurance.

Born and raised in Houston, Texas, April has been married to her husband, David, for more than 20 years, and has a son, Garret.

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Dane Byers

Financial Advisor

Phone Number: (713) 355-9910

dane@intrua.com

Biography

Dane joined Intrua Financial as a Partner in 2015. Beginning his financial services career in 1999 with Prudential Securities, he has worked with UBS and Southwest Securities before joining LPL Financial. Dane’s specialty is managed portfolios, focusing on wealth management, retirement, client education, income and estate planning strategies.

A proud graduate of Texas A&M, Dane earned his BBA in Finance. He holds his Series 7 (General Securities Representative), 6 (Investment Company and Variable Contract Products, 63 (Uniform Securities Agent State Law) registrations through LPL Financial and Series 65 (Uniform Registered Investment Adviser Law) registration through Intrua Financial.

Dane is a native Houstonian. He and his wife Erin have two children, Georgia Kate and Wilson. Dane is an avid waterfowler and fisherman. He loves coaching his kids’ softball, baseball and football teams. He enjoys classic cars and watching college football.

“Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” – Warren Buffet

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David Arlott

Financial Advisor

Phone Number: (713) 355-9910

david@intrua.com

Biography

David was born and raised in Pittsburgh Pennsylvania. Growing up a huge sports fan and athlete in high school he went on to attend Slippery Rock University where he played on the men’s soccer team. In his early twenties, he moved to the Houston area and coached soccer for a profession. Finance was also a passion of his, so in his mid-twenties he became fully licensed as an advisor with Morgan Stanley over 20 years ago. David provides his clients with advanced planning strategies to address the four pillars of wealth: assets, liabilities, estate planning strategies and risk management.

David resides in Fulshear TX with his son Alex and daughter Hannah, who attends the University of Texas. His hobbies include golf, fishing, traveling and still bleeds black and gold for his Pittsburgh sports teams.

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Dean Wolpert

Financial Advisor

Phone Number: (713) 355-9910

dean.wolpert@lpl.com

Biography

Dean began his financial services career in 1983 with Moses Resource Group offering what was then a new product—401(k) retirement plans. In 1985, he transitioned to become an investment advisor with Rotan Mosle. His specialties include municipal bonds, mutual funds, insurance, annuities, and 401(k) plans. His focus is on identifying the leading portfolio managers and lowest fees to help meet his clients’ goals.

A proud graduate of Texas A&M University, Dean received a BBA in Marketing. He is Group 1 Life Insurance licensed, and holds his Series 6 (Investment Company Products/Variable Contracts Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and 24 (General Securities Principal) registrations through LPL Financial and the Series 65 (Uniform Investment Adviser Law Exam) held through Intrua Financial.

Dean and his wife, Ellen, have three daughters and live in West University Place, Texas. In his free time, Dean enjoys mountain biking, swimming, photography, travel, hiking, trail running, writing, and just about anything associated with the great outdoors. Several of Dean’s favorite sayings are, “Uberrima fides,” which translates to “utmost good faith,” and “There are no rules around here—we are trying to accomplish something.”

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Gail O’Neill

Financial Advisor

Phone Number: (713) 355-9910

gail@intrua.com

Biography

PROFESSIONAL PROFILE
_________

Gail has served the investment needs of her clients for over 30 years. Since joining Intrua Financial, she has utilized the firm’s extensive resources to oversee portfolios with a financial planning discipline by integrating risk management, asset allocation, implementation and regular review. All reflect her strong effort to mitigate the effects of market volatility. By accomplishing these goals, Gail helps clients find financial confidence and enjoy greater control of their lives and the freedom to give attention to other priorities.

INVESTMENT PHILOSOPHY
_________

Gail’s investment philosophy flows from the customized, comprehensive financial strategies she offers to each client. A thoughtfully devised investment decision is the result of determining the unique needs of the client. The process of choosing investments begins with thorough fact finding, personalized financial strategies and an asset allocation that includes investments with the opportunity for long-term positive outcomes.

CLIENT PROCESS
_________

As a valued client, you will enjoy a seamless approach to your financial picture, clearly identifying your goals, integrating the appropriate strategies and solutions, and closely monitoring your progress on an ongoing basis. When needed, Gail will partner with your other professional advisors. She is committed to delivering advice and knowledge in integral planning areas including:

  • Asset Management
  • Insurance & Risk Management
  • Retirement Planning
  • Education Planning
  • Business Owner Services
  • Charitable Planning
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Mark Magee

Financial Advisor

Phone Number: (713) 355-9910

mark@intrua.com

Biography

Mark B. Magee began his financial services career with Farmers Financial of Houston in 2003. In 2005, he transitioned to Edward Jones as a Financial Advisor where he specialized in utilizing managed money accounts as a way to efficiently manage client assets. He moved to UBS in 2013 where he began using more sophisticated managed portfolio systems using mutual funds, ETF’s, UIT’s, stocks, and bonds. Mark joined Intrua Financial in March 2016.

Mark earned his Bachelor’s degree from Texas State University in 1983 majoring in English with a minor in Business Administration. LPL Financial holds his Series 7 (General Securities Representative), 6 (Investment Company and Variable Contract Products, and 63 (Uniform Securities Agent State Law). His 66 (Uniform Combined State Law Examination) is held through LPL Financial and Intrua Financial and he is licensed in all insurance and annuities products. He achieved his Accredited Asset Management Specialist in 2007 from the College for Financial Planning. Mark is a former US Naval Officer serving on Destroyers and Amphibious Assault Ships during the Cold War.

Mark lives on the west end of Galveston Island and in his free time Mark enjoys staying in shape by surfing, running and biking. Mark adopted Veritas Persvadet, ‘Truth Convinces’, from the Latin as his motto in dealing with his clients.

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Rob Bradford, CFP®

Financial Advisor

Phone Number: (713) 355-9910

rob@intrua.com

Biography

Rob Bradford joined Intrua Financial in 2015. With over 20 years of Financial Services expertise, he is truly committed and passionate about helping clients pursue their financial retirement goals. Rob specializes in the income phase of retirement planning. His clients’ goals are approached with comprehensive financial planning in which he implements portfolio design, tax­ efficient withdrawal strategies and investment vehicles that align with the objectives of the portfolio.

Rob holds the CERTIFIED FINANCIAL PLANNER™ professional designation. He graduated with a Bachelors Degree in Banking and Finance with a minor in Economics from Mississippi State University. LPL Financial holds his Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Registered Investment Adviser Law) registrations.

Rob and his wife Jennifer have two young daughters Poppy and Sloane.  They enjoy big city living, and currently reside in Bellaire. In his free time, he enjoys a good game of golf, working out, traveling with his wife, and taking their dog Dak for walks.

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Ron Sauvageau, CFP®

Senior Financial Advisor

Phone Number: (713) 355-9910

ron@intrua.com

REQUEST APPOINTMENT

Biography

Ron is dedicated to delivering highly responsive and individualized strategies to clients, using a focused, independent planning process. His practice focuses on serving high-net worth corporate executives, business owners, and families across the country. He is committed to building strong, lasting relationships by delivering goal-oriented results and exceptional client service. Ron and his team make the promise to thoroughly familiarize themselves with our client’s needs and aspirations.

Whether you want to preserve and build your wealth, plan for the financial well-being of the next generation, or manage investment risk, his team has the experience and resources necessary to assist.

Ron Sauvageau holds the CERTIFIED FINANCIAL PLANNERTM professional designation. Ron graduated with honors from the University of Minnesota with a degree in Applied Economics. LPL Financial holds Ron’s Series 7 (General Securities Representative), and 63 (Uniform Securities Agent State Law) registrations, and 65 (Uniform Registered Investment Adviser Law) is held through Intrua Financial.

Areas of specialization and experience:

  • Restricted stock and stock option plan development/execution
  • Comprehensive financial & retirement planning
  • Investment allocation & risk Management
  • Alternative investments: Private Equity, Managed Futures, Real Estate

Ron and his family moved to Houston from Minneapolis in the year 2000 and are now proud to call Texas home. Away from the office, Ron enjoys coaching sports, playing golf, reading, and staying healthy.

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Kelly Young, CLU ChFC, AAMS®

LPL Branch Manager

Phone Number: (318) 670-7930

k.young@lpl.com

Biography

Kelly has worked in financial services for over 32 years. Prior to opening Cornerstone Investment Strategies in 2010 he was a growth leader at Edward Jones and a staff manager at Prudential Insurance company.

Kelly is a lifelong resident of Shreveport. He and his wife, Judy, recently celebrated their 50th wedding anniversary. Their children are Chris Young, a pastor in South Bossier, and Jennifer McDowell, a math teacher at Calvary Baptist Academy. They have six grandchildren.

Kelly and Judy have been members of Calvary Baptist Church for more than 55 years. They continue to serve at Calvary in various roles. Their children and grandchildren have all attended Calvary Baptist Academy.

In addition to serving his clients, Kelly has mentored many advisors along the way. “We are all about helping people. Whether it is a client, an advisor, a friend, or a stranger, we will help if we can.”

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Ryan Edwards, CFP®, CKA®

Financial Advisor

Phone Number: (318) 670-7930

ryan.edwards@intrua.com

Biography

Ryan Edwards grew up in Bossier City, LA.  The son of a local sports medicine doctor, Ryan wanted to pursue a passion for coaching.  He followed this passion through his undergraduate studies at LSU and his graduate program at Northwestern State University, graduating from both with 4.0 grade point averages while working with the basketball teams at University Laboratory School and Northwestern State.

The coaching profession brought him to Shreveport in 2006 to serve as the assistant men’s basketball coach at LSU Shreveport.  In 2010, after several discussions with his mentor Kelly Young, Ryan decided to undertake a new challenge. 

Transitioning from a career in coaching, Ryan Edwards began working in financial planning and investing in September of 2010.  Initially serving as an assistant to Kelly, Ryan quickly earned the required registrations to work as a financial advisor.  From 2010-2018, he steadily grew his business while earning the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, a distinguished designation in the financial services industry awarded to financial advisors who have met strict standards for experience, knowledge and ethical conduct.

In 2018, a job opportunity for his wife brought Ryan and his family to Watchung, NJ, about 20 miles outside of New York City, and in 2024, Ryan earned the Certified Kingdom Advisor® designation, demonstrating a commitment to ethical practice, professional excellence, and integration of biblical stewardship and wisdom into financial counsel.  Ryan considers biblical financial planning a vocation and enjoys helping others incorporate biblical wisdom in financial decisions rooted in the recognition of God’s ownership and our stewardship of what He has entrusted to us.

Ryan is married to the former Alice Yunker, and they have two children: Grant and Juliana.  Outside of work, Ryan enjoys working out, spending time with his family, rooting for the LSU Tigers, and attending sporting events.  He also works with the youth group and serves as the assistant treasurer on the governing board at Stonecrest Community Church in Warren, NJ.  He aspires to continue to teach others to use their God-given resources to “store up treasures in heaven, where moths and rust do not destroy, and thieves do not break in and steal.” (Matthew 6:20)

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Hunter Hart, AAMS®

Financial Advisor

Phone Number: (318) 670-7930

hunter.hart@lpl.com

Biography

Hunter Hart grew up in Shreveport, Louisiana. After high school, he played baseball at Centenary College and later attended Louisiana State University. He received a Bachelor of Science in computer Engineering from LSU and moved to Houston, TX to pursue a career in design engineering.

Hunter’s interest in financial advising led him to make a career move and after extensive testing and training, he followed his heart into finance. Hunter has helped clients with their financial needs for over 20 years and has worked with Kelly Young at Edward Jones and Cornerstone Investment Strategies. Hunter holds an Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning. He continues to grow his business, help clients to pursue their financial goals, and guide them through retirement.

Hunter is married to Mary Ellen and they have three children and one grandchild: Jacob, Cade, Grace, and one granddaughter, Blakely. Their children have all attended Calvary Baptist Academy.

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Brad McEntee

Financial Advisor

Phone Number: (318) 670-7930

brad.mcentee@lpl.com

Biography

Brad grew up in the suburbs of Buffalo, New York. As a child, he learned the value of investing while he delivered papers and ran his mall landscaping business. He invested in his own business by purchasing lawnmowers and other equipment. That passion for investing and helping people continues today.

Brad moved to the Shreveport/Bossier City area in 2004 with his bride, Heather, for his job at General Motors. Brad and Heather have been happily married since 2003 and have been blessed with 3 children, Emilie, Aiden, and Jeffrey. Heather is the Director of the Bossier Parish Library system.

Brad has a Bachelor of Science in Financial Analysis with a minor in Economics from Louisiana State University at Shreveport. He joins Cornerstone Investment Strategies after working at Edward Jones.

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Bonnie Arbuckle

LPL Registered Representative

Phone Number: (318) 670-7930

bonnie.arbuckle@lpl.com

Biography

Bonnie Arbuckle is a Northwest Louisiana native with a passion for helping individuals and families build confidence in their financial future. After serving in the Louisiana Army National Guard as a Combat Medical Specialist and earning her bachelor’s degree in marketing from Louisiana State University Shreveport, Bonnie spent more than 20 years in the medical equipment industry, where she led regional teams and specialized in education, training, and client support. 

Since entering the financial services industry in 2016, Bonnie has combined her passion for education and mentoring with a commitment to helping women take control of their financial lives. She focuses on financial education, retirement planning, and empowering women and their families to improve their financial well-being through practical guidance and long-term strategies. Bonnie also enjoys serving veterans, first responders, and public sector employees with retirement and financial planning support. 

Bonnie and her husband, Robert, are active members of Willow Point Baptist Church. They have been married for more than 30 years and are proud parents of twins and grandparents to a growing family. 

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Matt Ponder, CIMA®

LPL Investment Advisor Representative

Phone Number: (318) 670-7930

matt.ponder@lpl.com

Biography

Matt Ponder was born and raised in Shreveport. He graduated from Southwood HS (1993) and then LA Tech with a BS in Biology Education (1997) and an MS in Secondary School Administration (1998). After a nearly decade-long career in secondary education, Matt transitioned in 2006 from teaching science and coaching basketball to teaching his clients the subjects of finance and investments. Matt’s attraction to investments and capital markets is what propelled the pivot that resulted in his  20-year career as an investment advisor with Primerica Advisors before joining the team at Cornerstone.

Matt holds his Series 6, Series 63, Series 26, and Series 65 registrations through LPL Financial as well as his life and health insurance licenses. Matt received training from the Booth School of Business at the University of Chicago to prepare for his professional designation as a CERTIFIED INVESTMENT MANAGEMENT ANALYIST (CIMA®). This designation focuses on fields such as discretionary investment management, investment policy and plan design, portfolio construction, and, behavioral finance.

Matt’s wife of over 28 years, Leslie, is originally from San Diego, CA. They have 3 sons. Benjamin (23) who works for the Department of Treasury in Wahington, D.C., Zachary (21) is an NCAA D11 swimmer at the Bible Institute of Los Angeles, and Sam (18) who attends The U.S. Air Force Academy in Colorado Springs. The Ponders are faithful members at Norris Ferry Community Church in Shreveport.

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Tony Bailey

LPL Investment Advisor Representative

Phone Number: (318) 670-7930

tony.bailey@lpl.com

Biography

Tony Bailey is a lifelong resident of Lafayette with a passion for serving others and helping families build secure financial futures. After graduating high school, Tony proudly served his country in the United States Marine Corps, where he developed the discipline, leadership, and commitment to service that continue to guide his professional career today.

Following his military service, Tony spent several years in the hospitality and food service industry, where his love for people and dedication to customer service flourished. As his family grew, he developed a deep appreciation for financial responsibility, long-term planning, and the importance of preparing for life’s future opportunities and challenges. This ultimately led him to transition into the financial services industry, where he has spent more than a decade helping individuals, families, and business owners pursue their financial goals.

Tony specializes in financial planning, retirement strategies, portfolio management, and wealth accumulation strategies designed to help clients create confidence in their financial future. He believes that every client deserves personalized guidance, education, and a thoughtful plan tailored to their unique needs and objectives.

Tony especially enjoys working with small business owners, helping them navigate the unique financial challenges and opportunities that come with building and growing a business. From retirement planning and investment strategies to employee benefits and long-term financial planning, he values being a trusted resource for entrepreneurs and the families they support.

He is licensed in Life Insurance and holds FINRA Series 6, Series 26, and Series 63 registrations. Through his experience and client-focused approach, Tony is committed to helping clients navigate important financial decisions while building long-term relationships founded on trust, integrity, and service.

Tony has been married for more than twenty years and is the proud father of three daughters: Abigail, Bradleigh, and Katlyn. He and his family are proud to call Cajun Country home, where they continue to live, work, and serve their community.

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Wes Roan

LPL Investment Advisor Representative

Phone Number: (318) 670-7930

wes.roan@lpl.com

Biography

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Amy Stroker

LPL Investment Advisor Representative

Phone Number: (318) 670-7930

amy.stroker@lpl.com

Biography

Amy had a long career in accounting spanning over 25 years.  In 2015 after much prayer and consideration she decided to begin her journey to becoming an Investment Advisor representative.  She is passionate about helping people understand the principles of how money works.  Amy holds the Series 6, 63, and 65 registrations through LPL Financial.  She is also licensed to sell both life and health insurance. 

Amy Stroker was born and raised in Shreveport, Louisiana.  She moved to Lafayette in 2021 to be closer to her 2 grandchildren, Crawford and Georgia.   Amy has one son and daughter-in-law, William and Madeline.  She currently attends Youngsville Community Church. 

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Bart DeLuca, CFP®, CIMA®

Financial Advisor

Phone Number: (410) 908-3873

bart@intrua.com

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Biography

Bart started a career as a financial advisor in 2002 after graduating with a degree in finance from Wake Forest University. He was an employee advisor at a local retirement planning firm, and an independent advisor at Raymond James before partnering with Intrua in 2023. Intrua’s operational, investing and trading capabilities allow him to spend most of his time working directly with clients.


Bart’s practice is dedicated to helping families prepare for and prosper in retirement. His process involves a deep discovery of clients assets, sources of income, and most importantly their goals in retirement. Bart is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst®, and holds his Series 7 registration through LPL Financial and Series 66 registration through Intrua Financial, as well as his
life/health insurance licenses. In recent years, Bart has also enjoyed working with client’s children, helping them plan for major financial goals such as buying a home, funding a child’s education, or their own retirement.


Bart lives in Severna Park, Maryland with his wife Sarah, children Evelyn and Mikey, and the newest and most destructive family member, Canyon the black lab puppy. In his spare time, Bart enjoys playing golf, biking, and cheering for his Baltimore Ravens.

AREAS OF EXPERTISE
• Retirement Planning
• Asset Allocation
• Income Generation
• Long-Term Care Needs Analysis

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Alan Hawkins, AIF®

Financial Advisor

Phone Number: (713) 355-9910

alan@intrua.com

Biography

Alan joined Intrua Financial in 2014 bringing with him more than 15 years’ experience in financial services. He specializes in the science behind the capital markets and portfolio construction theory—knowledge that serves clients well as Alan develops their investment recommendations.

LPL Financial holds Alan’s Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law) registrations and Intrua Financial holds Alan’s Series 65 (Uniform Registered Investment Adviser Law) registration. He earned the Accredited Investment Fiduciary (AIF®) designation and participated in training with Dimensional Fund Advisors. His Bachelor of Arts degree in music is from Texas Tech University.

Outside the office, Alan loves to spend time with his two children, play guitar, and practice Krav Maga.

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Patrick Foy, CFP®, CIMA®

Financial Advisor

Phone Number: (713) 355-9910

patrick@intrua.com

Biography

Patrick is a Houston native, and a 1985 graduate of the University of North Carolina at Wilmington with a BA in Education. He has spent over 37 years in the Financial Services industry including time with Merrill Lynch, Edward Jones and Raymond James, and holds the CFP® and CIMA® designations along with the Series 7, 6, 63, 51, 24, General Principle held with LPL Financial, and Group One Life Insurance licenses. His focus is on Retirement Planning and Portfolio Analysis.

Patrick has two daughters and seven grandchildren, and enjoys spending time with them in various activities. He is a member of Rollingbrook Fellowship Church, where he leads the Senior Men’s Bible Study. For leisure he enjoys golf, tennis, and fitness. His life revolves around two verses, Colossians 3:17, and 1 Peter 3:18.

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Mitchell A. Wood, Financial Advisor at Intrua Financial

Mitchell A. Wood

Financial Advisor

Phone Number: (713) 355-9910

mitch@intrua.com

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Biography

Mitchell, or Mitch as many call him, grew up in Flint, Michigan, in a modest home on 10 acres next to his grandparents. Summers were spent exploring the woods and in the shadow of his grandparents learning gardening, cooking, quilting, and building. Dinnertime meals served as the basis of his business education as he heard his parents discuss the day-to-day challenges of owning and operating businesses. An old soul, Mitchell realized early on that his life would be different than others. Growing up with two older brothers, one with Down syndrome, he knew that life events were significant as not everyone would experience milestones in life the same way or at all. Life needs to be appreciated and with purpose.

After high school, Mitchell pursued a path in youth ministry, studying to become a youth pastor and was active volunteering at their church. During college, he married his high school sweetheart, Katrina, and quickly found himself balancing full-time work, school, and family life—lessons in responsibility and prioritization that would later inform his approach to financial planning. The great irony, he notes with a smile, is that he went from “working with poor teens to helping rich old people.” As he often tells people, people are often still at the mercy of their own emotions.  He still finds value and purpose in advising people who are just older “teenagers” now, albeit with bigger portfolios.

Mitchell’s professional journey in finance began in 2004 when he joined a hybrid RIA through a relationship from his church. Over time, he learned how ministry could be done outside the walls of the church and assumed responsibility for operations, portfolio construction, compliance, and client management, eventually earning his Series 7 and 66 licenses which he currently holds through LPL Financial. In 2011, he transitioned into consulting, helping over a thousand advisors nationwide optimize their operations, build repeatable processes, and deliver better client experiences. In 2015, he started his own RIA and in 2018, he returned to the firm where his career began, stepping into the role of COO. Both of these two companies were later acquired by Larson Financial Holdings.

From there, he served as president of Larson Network Services and eventually COO of Larson Financial Holdings, leading the operational teams consisting of investments, compliance, marketing, legal, information technology, human resources, and finance that served as the hub for the various subsidiaries of Larson Financial Holdings, including their various RIAs, Broker Dealer, tax planning, and addition client services affiliates. In 2023, Mitchell took on the role of President of Intrua Financial, providing guidance and support for the advisors and clients service teams nationwide.

Now, Mitchell has stepped back from operational roles and focuses entirely on working directly with individuals and families as a Wealth Advisor. He combines an engineer’s precision with a teacher’s clarity and a pastoral heart, helping clients align their values around their financial planning. He prides himself on the ability to simplify complex decisions, so that clients can feel confident about their financial futures. His approach is rooted in understanding people first—their dreams, fears, and opportunities—and translating that into actionable strategies that bring clarity, peace, and results.

Mitchell lives in Minneapolis with his wife, four children, and a couple of cats. When he’s not helping clients, he can be found active within his church, gardening flowers and vegetables, exploring his wooded acreage, tinkering on DIY projects, tirelessly perfecting recipes in the kitchen, or tending the wood stove during Minnesota winters.

FUN FACTS ABOUT MITCH

•     He’s mildly obsessed with wood-stoves and all things DIY sustainability.

•     He’s happiest with dirt under his fingernails and a project in progress.

•     And his favorite challenge? Turning something boring into something brilliant.

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Bullett Manale, CFP®

Financial Advisor

Phone Number: (713) 355-9910

bullett@intrua.com

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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.