Randy Valtierra

Randy Valtierra

    • Founder
    • 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 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.


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    Elijah Valtierra, CFP

    Elijah Valtierra, CFP

      • Executive Vice President
      • Financial Advisor

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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
      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.

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      Cam Fuller

      Cam Fuller

        • Director of Operations
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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!

        Cam Family Photo
        Jill Fain

        Jill Fain

          • Senior Business Manager

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          • 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.

          Jill family
          Dominic Trolio

          Dominic Trolio

              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!


              Domini Trolio
              Magly Quintero

              Magly Quintero

                  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!

                  Magly Quintero