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    Our Firm

    The mission of Wootton Financial Group Inc. is to provide clear direction for retirees and pre-retirees. Our team of advisers’ primary focus is comprehensive retirement planning, tax management strategies and investment management. We also offer guidance in wealth accumulation, asset protection, long-term care, IRA and 401(k) rollovers, estate planning, tax planning and IRA legacy planning. 
     

    Chris Wootton, ChFC®

    Owner and Investment Advisor Representative

    Chris Wootton graduated from the University of Houston with a degree in Accounting. His background includes accounting, financial, trading and management in both the public and private sectors. Chris has been with the practice for over 12 years. Starting as an advisor and Director of Operations and Trading, he eventually earned the Chartered Financial Consultant Designation (ChFC®). In 2016, Chris purchased the practice from his long-time friend, business associate and founder of the firm Craig Wear. This succession plan, long in the planning and making, ensured that the values, principles and culture that Craig and Chris worked so hard to create over the years would be preserved for existing and future clients alike. Chris and his family are active in their church and love the outdoors and traveling.

    David Covey

    Investment Advisor Representative

    David Covey graduated from Southwest Texas State University with a degree in Business and began his career in banking. He also graduated from Southwestern Graduate School of Banking at SMU and later started Security National Bank where he served as President and CEO. After spending many years in private business ventures, he joined Edward Jones Investments where he enjoyed building relationships and helping his clients.

    He and his wife have celebrated over 40 years of marriage and are active in their Church. They travel, read and enjoy being with their six wonderful grandchildren.

     

    Dudley Lehmer

    Investment Advisor Representative

    Dudley Lehmer was a VP at JP Morgan where he was Head of Agency Fixed Income Trading and Head of JP Morgan’s Canadian Fixed Income Trading. He was a market maker and also traded a house account for JP Morgan. In addition he led the development of a risk management reporting project for JP Morgan fixed income worldwide. After leaving JP Morgan, Dudley started an IT training company and has been actively involved in various asset management projects.

    Dudley has a BS Chemical Engineering degree from the University of Missouri and received an MBA as a Baker Scholar and Loeb Rhoades Fellow from Harvard Business School.

    Dudley and his wife enjoy spending time with their 7 children and 9 grandchildren and love to travel.


    Tammy Nance

    Client Relationship Manager

    Tammy Nance spent most of her life in central Texas prior moving to Conroe when her husband accepted a position on staff at a local church. Before the adoption of her two daughters from China, she spent 16 years working in banking, with experience in various aspects of the banking industry, including working in both operations and lending. Her leadership in the banking industry gives her a great deal of understanding and knowledge of the day-to-day operations of a financial service business and the needs and expectations of our clients. She is passionate about people and loves the opportunity to meet new clients and hear their personal stories and about their life experiences. In her spare time, she enjoys spending time with her family and friends, as well as reading, cooking and sewing.


    Karina Macaw

    Executive Assistant

    Karina is originally from Brazil where she spent most of her life. She graduated from Universidade Federal de Sergipe with a degree in Languages Portuguese/English. In Brazil, she spent over 10 years teaching English as a second language. Karina moved to the United States in 2007 and worked for Schlumberger as an Engineering Sales Specialist. Karina has travelled all over the world and loves meeting new people and learning about their culture. Karina and her husband reside in Montgomery. In her spare time, she likes to read, cook and spend time with her family.



    To schedule a time to discuss your financial future and our possible role in your financial strategy, contact us at info@woottonfinancial.com or call us at (936) 449-5952 today!

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    Wootton Financial Group Inc.'s mission is to provide Clear Direction for Your Retirement®. Our primary focus is comprehensive retirement planning, tax management strategies & investment management.
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