About Us

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Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.

 

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Bruce D. Wise, CFP®, TGPC

Retirement Specialist

281.360.9473

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Bruce has more than 30 years experience in the Accounting and Financial Services Industry. He graduated from Florida State University with a Bachelor of Science majoring in Accounting.


Bruce has successfully completed:

  1. The Certified Public Accountancy (CPA) Exam,
  2. The Certified Financial Planning (CFP®) Designation,
  3. The Tax-Exempt & Governmental Plan Consultant (TGPC) Designation,
  4. Registrations include: Security Series 7, 63, 65

He is currently working on his Retirement Income Certified Professional (RICP®) Designation.

Bruce’s financial specialties are retirement planning for higher education (ORP/403(b)), 401(k)/qualified-plan and IRA rollovers, College Funding–529 Plans and Life Insurance.

He guides his clients in choosing the proper Social Security Benefit options.

Bruce taught “Employee Benefits and Retirement Planning” to Certified Financial Planning (CFP) students at the University of Houston.  He is a member of the Certified Financial Planners (CFP), Financial Planning Association (FPA), National Tax Sheltered Association (NTSA) and Financial Services Institute (FSI)

He is a charter member of the Rotary Club of Kingwood, a member of Lake Houston Chamber of Commerce, and a graduate of Leadership North Houston sponsored by Lone Star College System.

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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Debbie Feuer

Registered Principal, Investment Executive

281.360.9473

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Debbie began building client relationships in 1994, through integrity, trust, and exceptional client service.  She remains passionate about her service to the faculty and staff of higher education and the management of their ORP, TSA, 457, and ROTH-IRA/403b retirement products.  At retirement, Debbie’s firm implements financial strategies designed to provide her clients with retirement income to outlast their life expectancy.  She guides her clients in choosing the proper Social Security Benefit options.

Debbie’s expertise is analyzing clients’ present financial position, clarifying their financial objectives, and working with the firm’s team of specialists in orchestrating investment options that work towards attaining these goals. She recognizes, removes, or reduces pockets of uncertainly that, if left unchecked could undermine the financial vision her client’s wish to secure for themselves and their families.

“At the end of the day, it is the client’s choice as to whom they trust with the management of their investments and life planning goals. I take that responsibility and privilege very seriously.”

Debbie’s professional memberships include the Financial Planning Association (FPA), National Tax Sheltered  Association (NTSA) and Financial Services Institute (FSI).

Debbie also enjoys membership in: University of Houston Moores Society, Museum of Fine Arts (MFAH), Houston Livestock Show and Rodeo (HSLR), Gulf Coast Jack Russell Terrier Network (GCJRTN), and Bike Houston. 

Debbie’s Security licenses include: Series 7, 24, 63, and 65, as well as Variable Life, Life Insurance, and Long Term Care Insurance licenses.

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Danielle M. Shelton

Operation Service Specialist

281.360.9473

Danielle Shelton is the Operation Service Specialist.  She has been working in the industry for 14 years.  Danielle started her career as a Client Service Representative with UBS PaineWebber.  She later went on to the Commissions Department with Pan American Financial Advisors as a Data Entry Specialist.

Danielle decided to move from New Orleans to Houston in 2005.  She began to work with Financial Advisors who specialized in Retirement Planning for Higher Education.  Combining all of her experience, Danielle works with the Clients, Advisors and Institutions to make opening, transferring and servicing of their investments as smooth as possible for all.  She is a huge fan of Action and Sci-Fi movies and likes to read in her spare time.

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Miriam O. Angel

Client Relations Specialist

281.360.9473

Miriam Angel is the Client Relations Specialist for WFG Kingwood.   She has been with the firm since 2009. Miriam provides daily operational support to the advisors in functions of marketing, trade management, and compliance.  Miriam serves as the primary contact to help clients with their day-to-day needs by acting as a liaison between the client and the advisor. 

Miriam has five years of industry experience.  Prior to joining WFG Kingwood, she was an administrative assistant for financial advisors who specialized in Retirement Planning for Higher Education.  

Miriam Angel has a bachelor’s degree in finance and business management from the University of Houston.  Her security licenses include the Series 7 and 66. In her spare time, she enjoys outdoor activities and watching sports. 

Securities offered through Securities America, Inc., member FINRA/SIPC

Advisory services offered through Fulcrum Equity Management, LLC.

WFG Kingwood, Fulcrum Equity Management, LLC and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.

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