Broker Check

Friendswood
211 West Edgewood Dr.
Friendswood, TX 77546
(281) 992-9220
(281) 335-0869

Deer Park
102 West Pasadena Blvd
Deer Park, TX 77536
(281) 479-6488

Texas City
1201 N. Logan St.
Texas City, TX 77590
(409) 949-9444

 

Staff

Terri L. Singleton

Client Liason and Operations

Terri joined the LSFA team in 2014 after 12 years in the banking industry. Terri uses her background in Training to not only help build client relationships but also to help the advisors prepare for client meetings. When not at the...

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Cindy L. Godinich

Executive Assistant

Cindy joined the LSFA team in 2013 after working for the Liberty ISD for over 16 years as a Principal Secretary. Originally born and raised in Galveston, she received her degree in business while working at a large insurance company....

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Sarah H. Farmer

Client Liason

A Dallas native, Sarah Farmer came to Deer Park in 2011. She lived in Idaho for four years while attending Brigham Young University-Idaho where she graduated in Communications with a Business Minor in 2009. Upon graduating her husband...

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Mark Brezina

Client Liason

Born and raised in Friendswood, Mark Brezina joined the LSFA team in 2016. He graduated from the University of Houston with a degree in Finance. Mark is aspiring to become the next generation of successful Adviors at our firm and is...

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Terra Winkle

Client Liason

Terra joined the LSFA team in 2015 after 8 years of experience in sales/client support. She is proud to have been born and raised in Deer Park, which is beneficial in connecting and building relationships with the clients. She spends...

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Rachel Pate

Client Liason

Santa Fe native Rachel Pate joined the Lifestyle Financial team in 2016. She uses her background in banking and client relations to help meet all of her clients needs. She spends her day to day, making sure that we're doing everything...

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Travis L. Buchanan

Information Technology

Born and raised in Deer Park, Travis Buchanan has been inspired by technology all of his life. From network issues to database configurations, Travis has shown his widespread knowledge of technology from day one. He is currently...

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Kaleb K. Jones

Registered Sales Assistant

Kaleb received his Bachelors in Personal Financial Planning from Texas Tech University in 2012, and completed an internship at LSFA before being hired on full time. He is in charge of the client financial software ‘myLSFA’....

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Michael A. Wegner

Founder, President and CEO

Michael A. Wegner CWS®, CSA, & RFC® began his career as a Registered Principal after graduating from Texas A&M University in 1986. In addition, he has met the educational and professional requirements for the designations of...

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