Our Team

Since 2015, Wealth Watch Advisors has grown through a commitment to teamwork, professional expertise, and the first-class service we strive to provide our clients and advisors.

Our team brings together diverse experience across financial planning, investment management, retirement planning, operations, compliance, marketing, and advisor support. By combining our individual areas of expertise, we work together to help clients and financial professionals navigate important financial decisions with greater clarity and confidence.

Meet the Wealth Watch Advisors team and the professionals dedicated to supporting our clients, advisors, and continued growth.

Wealth Watch Advisors

Meet the Wealth Watch Advisors Team

CEO of Wealth Watch Advisors

David Shields

CHIEF EXECUTIVE OFFICER

Lilian Vega

DIRECTOR OF MARKETING

Bill Wealth Watch Advisors

Bill Gastl

CHIEF OPERATIONS OFFICER

Casey Ryder

DIRECTOR OF OPERATIONS

James Jurica, CFP® CLU® CHFC® RICP® AEP® CIMA® Director of Advisor Development

James Jurica

DIRECTOR OF ADVISOR DEVELOPMENT

Briannah Zavala

ADVISOR SUPPORT SPECIALIST

Brian Johnson

DIRECTOR OF FINANCIAL PLANNING

Colleen Wealth Watch Advisors

Colleen Sinclair

ADVISOR SUPPORT SPECIALIST

Kimberly Auler

ADVISOR SUPPORT SPECIALIST

Jocelyn Wealth Watch Advisors

Jocelyn Hernandez

ADVISOR SUPPORT SPECIALIST

Shaz Wealth Watch Advisors

Shahroz Noorani

PROGRAMMING SPECIALIST

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