Broker Check

Team

Our consultants act as “True Consultants” and we genuinely care about the needs of all of our clients and staff. We have taken the meaning of service to another level by offering our clients only the most exceptional and memorable service and strive to make every new year at Independent Wealth Consultants better than the last.

With each addition to our team, we look for the best and most talented individuals who bring their unique strengths that will enhance our client’s experience. Together as a team Independent Wealth Consultants will continue to thrive in this ever changing market. We plan to stand the test of time and to make a mark on the financial services industry starting right here in South Texas*.

Independent Wealth Consultants is a member in good standing of both the Edinburg Chamber of Commerce and the RGV Hispanic Chamber of Commerce. Independent Wealth Consultants also supports local charities and sponsors many reputable causes.

 

*Independent Wealth Consultants operates out of Edinburg, Texas, and consultants are registered to serve the entire state of Texas.

Albert Lopez

Albert L. Lopez, CFP®

President, Wealth Consultant

(956) 683-1818

(956) 683-1811

Juan  Trevino

Juan F. Trevino

Executive Vice President, Wealth Consultant

(956) 683-1818

(956) 683-1811

Judy Naranjo

Judy G. Naranjo

Business Development Coordinator

(210) 714-3020

(210) 714-0597

Cecilia  Sanchez

Cecilia Sanchez

Client Service Administrator

(956) 683-1818

(956) 683-1811

Brandon Bowman, AIF®

Brandon Bowman, AIF®

Executive Vice President, Wealth Consultant

(210) 714-3020

(210) 714-0597

Diana Alford

Diana Alford

Director of Client Experience

(956) 683-1818

(956) 683-1811

Jaime Cavazos

Jaime Cavazos

Business Development Coordinator, Wealth Consultant

(956) 683-1818

(956) 683-1811

Jason Valle

Jason R. Valle

Executive Vice President of CA Operations, Wealth Consultant

(866) 758-8377

(562) 381-8276

Javier Ramos II

Javier Ramos II

Research Administrative Assistant

(956) 683-1818

(956) 683-1811

Nicholas Bueno

Nicholas Bueno

CA Office Operations Associate

(866) 758-8377

(562) 381-8276

Virginia Valdes

Virginia Valdes

CA Operations Manager

(866) 758-8377

(562) 381-8276