Click to see Randy's video.

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 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

CA Insurance License: 4253607. Resident State: TX

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.

Click to see Elijahs's video.

• 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

General Industry/Products Exam

• Series SIE-Securities Essential Examination. March 19, 2021
• Series 7-General Securities Representative Examination. June 6, 2021

State Securities Law Exam

• 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.

Click to see Cam's video.

• 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 Office 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.

Senior Client Associate

• 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 residential mortgage lending, 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

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!

Senior Marketing Associate

• 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!