Mike Levy is President of TLC Wealth Management, Inc. He holds the designations of Certified Financial Planner and Certified Investment Management Analyst, and is an active member of the Financial Planning Association and the Investment Management Consultants Association. Mike completed IMCA’s Certified Investment Management Analyst course at the University of Pennsylvania’s Wharton School of Business.After graduating from The University of Texas at Austin in 1993, Mike worked for Monbusho in Japan for a year and then for Dean Witter Reynolds as an investment advisor and retirement planning specialist. In 1997, Mike partnered with his father, Nat Levy, to begin providing team-based wealth management services.In 1999, Mike and Nat helped found the ensemble financial services firm of McNeil, Levy & Friedman, L.P., where they headed the firm’s financial planning and portfolio management divisions.Mike now serves as President of TLC Wealth Management, a firm which reflects the Levy family’s commitment to providing caring and thoughtful advice to its clients.Mike is married to Naomi and they have three children. Mike is a registered representative with Kestra Investment Services, LLC and an investment advisor representative with Kestra.
Jacob M. Leon CPA/PFS, CFP®
713-626-7474 Ext. 102
jleon@TLCwealthmanagement.com
Jacob M. Leon brings a special insight into the combination of business and investment advice together with tax planning as a CPA. He assists clients in all areas of business consulting, and financial planning, including wealth accumulation, retirement, risk planning and estate planning. Jacob is a Certified Public Accountant * and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He earned a Bachelor’s degree from Lamar University in Beaumont, Texas. He is a Personal Financial Specialist (an accreditation by the American Institute of Certified Public Accountants (AICPA)). He was born in Guanabacoa, Havana, Cuba and is fluent in the Spanish language. Jacob is a member of the American Institute of CPA’s (AICPA), and is a member of and has served on the Boards of the Texas Society of CPA’s (TSCPA), and the Houston Chapter of that Society. He has served on the committee in charge of the Advanced Estate Planning Conference offered annually by the TSCPA. He closely participated as a member in an international association of accounting firms and he served as the Chairman of the Region of the Americas, which serves North, Central and South America. Community activities include membership in various not for profit community service, religious and professional organizations, where he currently serves, or has served as Officer, Trustee or Board Member.*Jacob Leon is a registered representative of Kestra Investment Services, LLC (Kestra IS) and an investment advisor representative of Kestra Advisory Services, LLC (Kestra AS). Kestra IS and Kestra AS do not provide legal or tax advice and are not Certified Public Accounting firms.
Erica Peterson
713-626-7474 Ext. 112
epeterson@TLCwealthmanagement.com
Erica Peterson is a Client Service Associate at TLC Wealth Management, Inc. Erica brings seven years of experience in financial services and focuses on the administrative and reporting needs of clients. Prior to joining TLC Wealth Management, Erica worked as an Associate at Windrose Advisors, an independent boutique wealth management firm . There she worked with the investment team to successfully invest ultra-high-net-worth clients into alternative investments. Erica began her career at Citigroup’s Smith Barney in the Trade Processing department and stayed with the firm through their joint venture with Morgan Stanley . By the time she left the firm, she worked on the Morgan Stanley Platform assisting five Financial Advisors as a Series 7-licensed Client Service Associate. Erica graduated from Saint Lawrence University in NY with a BA in both Economics and English. There she was a member of the Squash and Rowing teams . When she’s not at the office, you will likely find her with a paint brush in hand or spending time with her sister, Alexis, who also lives in Houston.
Angie Garcia, CFP®
713-626-7474 Ext. 106
agarcia@TLCwealthmanagement.com
Angie Garcia is a native Houstonian and has worked for Mike Levy since April of 2008. She graduated from the University of St. Thomas in 2004 with a BBA/MBA in Finance. In 2008 she earned her series 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Exam) licenses and as of July 2014 is a CERTIFIED FINANCIAL PLANNER™ certificant. Angie’s goal as Planning Department Manager for TLC Wealth Management, Inc. is to maintain and provide accurate records for our clients. She aims to exceed expectations by processing transactions and responding to requests in a timely and efficient manner. Outside of the office, Angie enjoys reading, watching movies, baking and spending time with her husband, family and friends.
Courtney Yerkes
713-626-7474 Ext. 113
cyerkes@tlcwealthmanagement.com
Courtney Yerkes has been providing Mike Levy with administrative support since 2003. She graduated from the University of Houston in 2004 with a BA in English. She particularly enjoys working with our clients when they schedule appointments with members of our team and strives to provide them with a comfortable, pleasant experience. Outside of the office, Courtney enjoys spending time with her husband and children, volunteering at church, and reading.