Our Team

As a Client Services Associate, Austin is committed to provide excellent service and cultivate lasting relationships. Austin has his life and health insurance license. In 2022, he earned his degree from Texas A&M University in...

Demond grew up in Tyler, Texas and has called Aggieland home since 1996. Prior to joining Fundamental Wealth Advisors, he served our country as a United States Marine for five years, and as a Bryan Police officer for 22 years. Demond...

Nan Reichel brings over 40 years of wealth management experience to the Fundamental Wealth Advisors team. Beginning in 1977, after obtaining her undergraduate degree from the University of Minnesota, and her certification from the...

Originally from League City, Texas, Patrick moved to College Station in 2014 where he later graduated from Texas A&M University with a degree in Engineering. His love for problem solving and creative solutions led him to want to be...

Ryan Ullmann, a graduate of Concordia University Texas with a BBA in Management (2013) and Texas A&M University with an M.S. in Sport Management (2015), has always embodied a passion for athletics and financial management...

Sharon will gladly greet you at the door with a smile on her face or talk with you on the phone. She joined Fundamental Wealth Advisors in the Fall of 2017 after retiring from the teaching profession. After teaching math and science...

Tanya grew up in Thorndale, Texas. She graduated from Texas A&M University in 2002 with a Bachelor of Science in Agricultural Development. Prior to joining Fundamental Wealth Advisors, she worked in the banking industry for 17 years....

As a CERTIFIED FINANCIAL PLANNER™, Warren strives to treat every client with respect, dignity, and honesty. Specializing in comprehensive wealth management, he is able to advise on complex financial issues pertaining to retirement...

Bryan grew up in Liberty County and has lived here all his life. He attended Texas A&M University and earned his B.S. in Agriculture Economics in 1992. He spent 26 years working with First Liberty National Bank as an Investment...

Kaitlin Shoemaker, a native of Dayton, graduated high school in 2014 in pursuit of a career in the banking industry. Her expansive skillset afforded her opportunities as a teller, loan administrator, call center representative...

Trey Wharton was raised locally in Huntsville and attended Texas Christian University graduating with a degree in Business Administration Finance...