Our Staff - Wealth Watch Advisors

Our Team

Wealth Watch Advisors has been in business since 2015 and has evolved and grown substantially over the past several years. Our progress has been made possible in large part due to our teamwork and first-class level of service we strive to provide our Clients and Advisors.

Meet the team that will help support you on your path to success. We pride ourselves on bringing together diverse financial experience and backgrounds into one team so we can continue to build and grow every year.

Wealth Watch Advisors

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.

Colleen Sinclair

ADVISOR SUPPORT SPECIALIST

Colleen Sinclair

ADVISOR SUPPORT SPECIALIST

Colleen Sinclair has over 15 years of experience in finance, earning recognition for her expertise and strategic insights. With a background in the environmental industry, she brings a unique perspective to financial planning and investment strategies. When she's not focused on finance, she is an avid traveler, enjoys cycling ,and spending quality time with her family.

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.

Briannah Zavala

ADVISOR SUPPORT SPECIALIST

Briannah Zavala

ADVISOR SUPPORT SPECIALIST

Briannah joined Wealth Watch Advisors in 2024 as our Advisor Support Specialist. Known for her friendly and professional demeanor. With over 10 years of experience in the finance industry, Briannah has fostered efficient and top-notch customer service. She is most proud of being a mother to her daughter and her two cats.

James Jurica

DIRECTOR OF FINANCIAL PLANNING

James Jurica

DIRECTOR OF FINANCIAL PLANNING

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, they have three children together and enjoy spending time at the lake together.

Jocelyn Hernandez

ADVISOR SUPPORT SPECIALIST

Jocelyn Hernandez

ADVISOR SUPPORT SPECIALIST

Jocelyn Hernandez is a dedicated Contract Specialist at Wealth Watch Advisors, bringing expertise in supporting elite agents and advisors in the Life and Annuity business. She earned her degree from UTSA, where she developed a strong foundation in her field. With a passion for fostering meaningful connections, Jocelyn thrives in collaborative environments. Outside of work, she enjoys the outdoors, daily workouts, and spending quality time with family and friends. Passionate about happiness and social engagement, she brings a positive and dynamic energy to both professional and personal endeavors.

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.

Ashley Hernandez

MARKETING DIRECTOR

Ashley Hernandez

MARKETING DIRECTOR

Ashley Hernandez is a marketing leader with a background in psychology, social services, home improvement, and finance. She holds a Psychology degree from Penn State and a Master’s in Digital Marketing and Analytics from Regent’s University London. With seven years in social services, she honed her understanding of human behavior before transitioning into marketing. Now at Wealth Watch Advisors, she leverages data-driven strategies to engage financial professionals and drive growth. Outside of work, she enjoys reading, traveling, and time with family.

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.

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Our Team

David Shields

Colleen Sinclair

Bill Gastl

Briannah Zavala

James Jurica

Jocelyn Hernandez

Casey Ryder

Ashley Hernandez

Shahroz Noorani

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