Team

At Independent Wealth Consultants (IWC), we are more than just consultants. We are partners who care deeply about the needs and goals of our clients and staff.

We go above and beyond to deliver exceptional and memorable service, and we constantly seek to improve ourselves and our offerings.

We have a team of talented and diverse professionals who bring their unique skills and perspectives to enhance our client's experience. We are ready to adapt and thrive in this ever changing market, and we aim to make a positive impact on the financial services industry.

We support local charities and sponsor many worthy causes.

 


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

Jason Valle

Jason R. Valle

President California Operations, Wealth Consultant

(866) 758-8377

(956) 683-1811

John Lackey, CFP®

John Lackey, CFP®

Executive Vice President, Wealth Consultant

(956) 447-8549

(956) 973-8354

Jaime Cavazos

Jaime Cavazos

Business Development Coordinator

(210) 714-3020

(956) 683-1811

Cecilia  Sanchez

Cecilia Sanchez

Client Service Administrator

(956) 683-1818

(956) 683-1811

Erin Kunz

Erin Kunz

Compliance Officer

(956) 683-1818

(956) 683-1811

Judy Naranjo

Judy G. Naranjo

Business Development Coordinator

(210) 714-3020

(956) 683-1811

Virginia Valdes

Virginia Valdes

Client Service Administrator California Operations

(866) 758-8377

(956) 683-1811

Caleb Mercado

Caleb Mercado

LPL Digital Marketing Consultant

Elizabeth Villa

Elizabeth Villa

Client Services Administrator

956-447-8549

956-973-8354

Jessica Lopez

Jessica Lopez

Client Services Associate

(956) 683-1818

(956) 683-1811

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