Randy Valtierra
Managing Director
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Randy has been in the industry for more than 30 years, he has helped solve financial issues to help his clients and their families can experience a sense of security.- Founder and Managing Director of Valtierra Investment Group
- Specializes in full service wealth management, tax efficient investment strategies, estate planning strategies and asset preservation
- Recognized as a Platinum Council from 2009-2022 - the Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism; additional consideration may have included best practices and team structures
- Attended the University of Texas at San Antonio and University of London, where he earned a bachelor’s degree in finance and real estate
- Passionate about his faith, his wife and his four children
- Loves mission trips, travel, food, tennis and serving others
Principal/Supervisory Securities Registrations
- Series 10-General Securities Sales Supervisor -General Module Examination. November 7, 2002
- Series 9-General Securities Sales Supervisor -Options Module Examination. August 23, 2002
- Series 26-Investment Company Products/Variable Contracts Principal Examination. May 7, 1998
General Industry/Products Exam
- Series 7-General Securities Representative Examination. February 16, 1998
State Securities Law Exam
- Series 65-Uniform Investment Adviser Law Examination. October 3, 2000
- Series 63-Uniform Securities Agent State Law Examination. March 6, 1998
Fun Facts:
Lessons Learned: Pay it forward by moving from success to significance.
Bucket List: To build learning centers in Costa Rica called "Dream Centers" to teach English and a skill for hundreds of children and teenagers so they can sustain themselves.
Proudest Moment: Married for over 30 years to his favorite person.
Fun Fact: Flew solo from Honolulu to all the other Hawaiian Islands, except Kauai.
Elijah Valtierra, CFP®, CEPA
Managing Partner
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- Graduated from University of Oklahoma with a degree in Finance and Energy Management
- Specializes in cultivating relationships, analyzing portfolios, and financial investment strategies
- Dedicated to enhancing financial literacy among current and future generations
- Passionate about his family and his faith
- Series SIE-Securities Essential Examination. March 19, 2021
- Series 7-General Securities Representative Examination. June 6, 2021
- Series 66–Uniform Combined State Law Examination. July 2, 2021
Fun Facts:
Favorite Food: Sushi!
First Job: Lifeguard.
Hobbies: Loves surfing, snowboarding, traveling and playing golf.
Bucket List: Snowboard and surf all in the same day.
Certificates
CEPA
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- Over 20 years experience in Financial Services
- Cam has significant knowledge, training and experience in Client Services, Operations, Compliance and Wealth Management
- Loves watching sports and taking multiple trips to the beach each year
Principal/Supervisory Exam
- Series 9-General Securities Sales Supervisor – Options Module Examination. Jan 10, 2017
- Series 10-General Securities Sales Supervision - General Module Examination. Nov 10, 2016
- Series 24-General Securities Principal Examination. May 22, 2006
- Series 4–Registered Options Principal Examination. Jan 11, 2006
General Industry/Products Exam
- Series 7-General Securities Representative Examination. Feb 5, 2003
State Securities Law Exam
- Series 66-Uniform Combined State Law Examination. July 16, 2010
- Series 63-Uniform Securities Agent State Law Examination. Feb 12, 2003
Fun Facts:
First Job: Detasseling in the cornfields of Iowa.
Most Inspiring Person: Her father, raised on the family farm, retired early on the beach.
Proudest Moment: Her two kids, Harley and Hayden.
Fun Fact: She loves college basketball and hasn’t worked the first two days of the NCAA men's basketball tournament in over 10 years!
Click to see Jill's video.
• Jill has over 10 years of experience in the financial services industry all with the Valtierra Investment Group
• She provides genuine and sincere standard of care to our clients and their families
• Jill is focused on deepening multi-generational relationships with our clients and continually strives to be attentive to their needs
• Jill acts as Senior Business Manager of our offices, assists in marketing efforts and educational workshops
• Leads our ministry and charity efforts, loving to serve with her incredible heart
• Married with 5 children, 4 grown, one in college, and two adorable grandbabies
Fun Facts:
Favorite Food: Her mom’s spam and potatoes.
First Job: Baskin Robbins.
Hobbies: Loves to play tennis, snow ski, travel and playing with grandbabies!
Bucket List: Trip to Ireland.
- Graduated cum laude from Texas Christian University (TCU) in Fort Worth, Texas with a BBA in Finance with an emphasis in Real Estate
- Experienced in lending products, commercial real estate development, real estate investment strategies and relationship management
- He enjoys crafting business strategy and implementing innovative ideas that drive substantial growth and long-term success
- Driven by a passion for building meaningful, lasting relationships, that empower clients and make a positive difference in their financial lives and future
General Industry/Products Exam
- Series SIE-Securities Essential Examination. May 19, 2025
- Series 7-General Securities Representative Examination. August 7, 2025
State Securities Law Exam
- Series 66–Uniform Combined State Law Examination. October 14, 2025
Fun Facts:
Favorite food: Sushi at Oishii!
First Job: Mowed my neighbor’s lawns and worked on construction sites for my dad and his business partner.
Hobbies: Anything with a motor and adrenaline! Motorsports enthusiast – I love driving race cars, shifter go-karts, boating, jet skiing, and riding motocross. I also love traveling and spending time with my family. You can usually find us at Lake Lewisville boating, wake surfing and wakeboarding.
Bucket List: Participate in a 24-hour endurance car race and fly in a fighter jet!
- Magly has spent close to twenty years in Financial Services recruiting client services and advisor level type jobs
- She is passionate about building relationships and enjoys collaborating on projects that enhance the client’s experience
- She acts as Senior Marketing Associate, focusing on organizing educational workshops and seminars, client appointment scheduling, and execution of our prospecting vision
- In her free time, she enjoys spending time with her family and two Pomskies, Dallas and Foxi
Fun Facts:
First job: McDonald’s Shift Manager.
Hobbies: Dragonboat racing, rowing, Latin dancing.
Most Inspiring Person: Her mother – Born and raised in Venezuela, moved to the United States and obtained her master’s and PhD and raised her two daughters as a single mother.
Bucket List: Retire on the beach!
