Support

Contact support should you have any dashboard related questions or need assistance. A team member will get back to you shortly.

Email

[email protected]

Phone Number

855-822-3708

The Wealth Watch Advisor Team

CASEY RYDER

DIRECTOR OF OPERATIONS

CASEY RYDER

DIRECTOR OF OPERATIONS

Casey Ryder is the Director of Operations and joined Wealth Watch Advisors in 2018. Casey brings 13+ years of financial services and operations management experience to our team and is responsible for keeping our business running efficiently. She maintains third-party relationships and communication, designs processes and procedures, provides support to Advisors, upholds compliance standards, and more.
Prior to joining Wealth Watch Advisors, Casey worked at Personal Capital in a variety of roles including operations management and new client enrollment. She also has experience working with annuities at Transamerica and asset custody with Pershing. Outside of work, Casey enjoys traveling with her family and enjoying the outdoors.

TARYN RAST

INVESTMENT ADVISORY OPERATIONS SPECIALIST

TARYN RAST

INVESTMENT ADVISORY OPERATIONS SPECIALIST

Taryn Rast joined the Wealth Watch Advisors team as an Operations Specialist in 2019. She comes from a long background in the Financial Services Industry with an extensive focus on Operations, including client onboarding, relationship management, and compliance oversight. Taryn oversees all operational aspects of new client accounts and ongoing service requests including incoming transfers, account maintenance and trading suitability profiles.
Taryn brings a wide-range of operational knowledge to Wealth Watch after her previous work at Personal Capital as a member of their high net-worth Private Client group, as well as her previous operations experience at Charles Schwab.

MIRIAM SCHAFER

INVESTMENT ADVISORY OPERATIONS SPECIALIST

MIRIAM SCHAFER

INVESTMENT ADVISORY OPERATIONS SPECIALIST

Miriam Schafer began her career with Wealth Watch Advisors in July 2019 on the Operations Team. She has over 12 years of experience in finance industry, including working with 401k plans, high net worth clients, complex finance processing situations, and finance operations.
Miriam received her bachelor’s degree in Finance Management and Services at Kansas State University. She has previously worked in various positions at Personal Capital and T Rowe Price.

JAMES JURICA

DIRECTOR OF ADVISOR DEVELOPMENT

JAMES JURICA

DIRECTOR OF ADVISOR DEVELOPMENT

James has worked in the financial services industry his entire professional career starting right out of college. He has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients’ portfolios while still achieving the returns needed to accomplish the objective of the client. James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, Retirement Income Certified Professional RICP®, and Accredited Estate Planner AEP®.
James is married to his wonderful wife Abbey, and they have a 1 year old son together and enjoy spending time at the lake together.

APRIL THOMPSON

CONTRACTING SPECIALIST

APRIL THOMPSON

CONTRACTING SPECIALIST

April Thompson is one of our contracting specialists and joined the Wealth Watch team in 2022 with 2 years of experience in the financial industry.
Prior to joining Wealth Watch, she volunteered at several nonprofit organizations around Texas. Outside of work, April enjoys spending time with her family and her community.

SHAHROZ NOORANI

PROGRAMMING SPECIALIST

SHAHROZ NOORANI

PROGRAMMING SPECIALIST

Shahroz Noorani joined Wealth Watch Advisors in 2021 as our in-house programming specialist. He helps customize and design our proprietary online tools such as our Risk Assessment and Financial Questionnaire software. He brings with him 6+ years of development and cloud experience from various industries and has worked as a developer for JP Morgan Chase and Discover Financial.
Outside of work, Shaz is continuing his Computer Science and Data Science education as a M.S. Student at Texas State University, and he enjoys spending time with his family.

LIZ DAVILA

CREATIVE DIRECTOR

LIZ DAVILA

CREATIVE DIRECTOR

Liz Ann Davila joined with Wealth Watch Advisors Team in April 2022. She has 15+ years of professional experience in graphic design with a focus on ux/ui design and marketing. Liz is responsible for directing and developing all creative work, including print collateral, websites, and many related tasks.
Liz is a fur-mom to two shelter dogs and has a passion for helping animals in need.

DAVID SHIELDS

CHIEF EXECUTIVE OFFICER

DAVID SHIELDS

CHIEF EXECUTIVE OFFICER

Mr. Shields has been mentoring agents & advisors in all aspects of financial planning for the last 30 years. He currently serves as the CEO for Wealth Watch Advisors, an SEC registered investment advisory firm located in Englewood, CO. Under his leadership, Wealth Watch Advisors has grown from inception to a multi-million-dollar RIA firm with 55 advisors nationwide. David believes strongly in making the best use of all available financial tools to develop client plans that are based on both safe-money solutions and sound investment strategies. He assists financial advisors and agents through education, training, support and implementation of effective marketing strategies. Additionally, David works with hundreds of personal clients on a national basis to help them achieve true financial freedom and live the lifestyle they desire in retirement.

David and his wife Lisa, have 3 children and 5 grandchildren who all reside in San Antonio, TX. Outside of work and family, they both enjoy traveling throughout the country visiting with clients, agents and advisors.

BILL GASTL

CHIEF OPERATIONS OFFICER

BILL GASTL

CHIEF OPERATIONS OFFICER

Bill Gastl, the Chief Operation Officer Board Member and Investment Committee Chair, joined Wealth Watch Advisors in 2017 as a managing director of Wealth Watch Advisors, LL, bringing along 40+ years of operational experience in the consulting, finance, investment, and insurance industries.
Mr. Gastl holds the following professional designation, CLU and CFF, from the American College and attended the University of Colorado, Boulder.

Third-Party Managers

Strategic Partnerships

Support

Email

Phone Number

The Wealth Watch Advisor Team

CASEY RYDER

TARYN RAST

MIRIAM SCHAFER

JAMES JURICA

APRIL THOMPSON

SHAHROZ NOORANI

LIZ DAVILA

DAVID SHIELDS

BILL GASTL