Woodforest Wealth

Expert Insights on Wealth and Estate Planning at US-Mexico Chamber of Commerce Event We were proud to host an insightful event in collaboration with the U.S.-Mexico Chamber of Commerce at our Houston office! Over breakfast, attendees had the opportunity to hear from three distinguished speakers on the importance of wealth and estate planning in the U.S. Our very own Financial Advisor David Edgar Carbajal, CFP? joined CPA Gosia Kanda and Attorney John B. Henry to share their expertise on various aspects of wealth and estate planning. Their insights sparked an engaging and thought-provoking conversation, offering valuable perspectives for individuals and business owners alike. Beyond the discussions, the event created a space for professionals to connect, exchange ideas, and strengthen relationships within the Mexican business community here in Houston. We are incredibly proud of David for sharing his knowledge and contributing to such an important discussion. A big thank you to the U.S.-Mexico Chamber of Commerce and to everyone who attended—we look forward to more impactful conversations in the future! #WealthPlanning #EstatePlanning?

Forest Busby: Strengthening Client Relationships, One Event at a Time Financial Advisor Forest Busby has been hard at work showing his clients just how much he values them! He recently hosted a client lunch at Alicia’s Mexican Grille, where clients enjoyed a great meal while learning about inflation and how to protect their finances. Shortly after, he continued the tradition of his annual Pi Day celebration, bringing clients together to enjoy some delicious pie in honor of the holiday. Beyond just a fun gathering, this event was another way for Forest to connect with his clients in a meaningful way and show them how much they are valued. At Woodforest Wealth, we believe in both educating and appreciating our clients, and events like these are a perfect way to do both. Thank you, Forest, for your dedication and the care you show to those you serve! #ClientAppreciation #WoodforestCares?

Mentorship in Action: Guiding the Next Generation of Bankers A heartfelt thank you to Patti Seefeldt, SVP at Woodforest Wealth, and Judy Olson, SVP at Woodforest National Bank, for serving as panelists at a mentoring-focused discussion for the Under 40 Bankers of Montgomery County, hosted by Natalie Saikowski Goertz. With decades of experience in financial services, Patti and Judy shared valuable insights, offered practical guidance, and provided thoughtful advice to help shape the careers of emerging banking professionals. Their discussion centered on the importance of mentorship, and it was inspiring to hear their personal stories and learn how they successfully navigated their own career paths. Thank you, Patti and Judy, for sharing your time and expertise to support the future of banking!

Celebrating Our Clients?- An Evening of Appreciation! The night was filled with heartfelt connections and delectable delights when financial advisor Nathan Gillmore recently hosted a memorable Client Appreciation Dinner at Pappasito’s.?From sizzling fajitas to delicious margaritas, it was an evening filled with great food, wonderful conversations, and even better company. This special evening was all about celebrating the amazing clients who make what we do so rewarding. Our clients are truly the heart of our business, and it’s a privilege to show them how much we value their trust and support. A huge thank you to Nathan for his dedication to his clients and for putting together such a thoughtful and memorable evening. His passion for building relationships and showing his appreciation is what makes him such a valued part of our team.?Here’s to more moments like this in the future! #ClientAppreciation #WoodforestCares?

Celebrating Success at Woodforest Wealth Join us in congratulating Financial Advisors Rudy Wentzler and Jason L Harris, as well as President Steve Tucker, for being recognized on various Raymond James Financial Services council levels based on their outstanding performance in 2024! Rudy Wentzler – Leader’s Council Jason Harris – Executive Council I Steve Tucker – Leader’s Council for Branch Managers These achievements are a testament to their hard work, dedication, and commitment to excellence in serving clients. We are incredibly proud of their success and grateful for the impact they make every day. Congratulations, Rudy, Jason, and Steve!

Celebrating Martin Luther King 2025 We were proud to again help sponsor the MLK Commemorative Banquet in Brazoria County this past weekend. Financial advisor Forest Busby and his wife Pam, along with Woodforest Wealth President Steve Tucker and his wife Aemi, hosted clients and partners at our table, making it a memorable evening of connection and celebration. This incredible event featured outstanding entertainment and inspiring speakers to help perpetuate Dr. Martin Luther King Jr.'s legacy of service to the community. Funds raised are used to provide scholarships and grants, engage in community uplift projects, and encourage civic, charitable, and cultural involvement. We are so proud of Forest and Steve for supporting such a meaningful mission and for representing our shared commitment to making a difference. Thank you to the organizers of this amazing celebration for inspiring us all to do more for our communities! #WoodforestCare First row: MLK Commemorative Choir, Forest Busby, Pamela Busby Second row: Steve Tucker, Aemi Tucker, Kevin Edwards, Jonathan Haskin Third row: Wes Biggs, Michele Biggs, Juanita Douglas, Henry Cook

Welcome Pam and Megan! We are excited to welcome financial advisors Pam Tipton and Megan Horton, a talented mother-daughter duo, to the Woodforest Wealth team! They will be based at our Fish Creek location, where their shared passion for helping clients and giving back to the community will shine. Pam and Megan bring over 13 years of combined financial advisory experience, along with a proficiency in client relations developed during prior careers in other industries. They provide a unique blend of knowledge, care, and dedication to helping clients navigate financial decisions with confidence. Whether you're planning for retirement, saving for education, or preparing for the unexpected, this team is committed to providing exceptional service in a supportive and trustworthy environment. Please join us in welcoming Pam and Megan to our group. We're very happy to have them on board!

New Year, New Beginnings! As we step into 2025, we’re filled with excitement and gratitude for the incredible milestones that have marked the start of this new year for our team at Woodforest Wealth. In recent weeks, Financial Advisor David Edgar Carbajal, CFP? and his wife welcomed their beautiful baby girl, Emilia. Financial Advisor Brendan Martin and his wife celebrated the arrival of their precious baby boy, Jeremiah. And to top it all off, Financial Advisor Steven Wohlschlaeger, CFP?, CIMA?, CRPC?, CPFA? began a new chapter in his life as he married his lovely wife, Chelee. These joyous events remind us that every new year brings opportunities to grow, create memories, and cherish the people around us—both in and out of the office. We are so thrilled for David, Brendan, Steve, and their families as they begin these wonderful new journeys. From the Woodforest Wealth Team, we wish everyone a happy, healthy, and prosperous new year filled with love, success, and new beginnings. Let’s make 2025 unforgettable!

Happy Holidays! As the year comes to a close, we want to express our heartfelt gratitude to our clients and partners for their trust and support. Wishing you and your loved ones a joyous holiday season filled with peace, happiness, and cheer. Here’s to a bright and prosperous new year ahead!

Happy Thanksgiving! This Thanksgiving, we’re reflecting on all that we have to be grateful for this year. We’re incredibly thankful for our clients, whose trust inspires us every day, for our team, whose hard work and dedication make everything we do possible, and for the amazing community we’re fortunate to be part of. We hope this holiday gives you a chance to slow down, spend time with loved ones, and enjoy the simple joys of the season. From all of us at Woodforest Wealth, Happy Thanksgiving!