Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.


At TRC Advisory and Wealth Management, our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you customize financial strategies aligned with your unique needs.


Wesley Roland*

Financial Advisor

(817) 560-9160

Wesley is a Financial Advisor with TRC Advisory and Wealth Management, LLC and is individually licensed in securities and insurance (Series 7 and 66). For the past 17 years, he has been providing independent financial planning support...

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Amberly Thurston*

Financial Advisor

(817) 560-9160

Amberly recently joined the TRC Advisory and Wealth Management team in the fall of 2016. Prior to joining the team, she worked in Talent Acquisition where she specialized in client service and process improvement. She is excited to...

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Katie Fisher*

Administrative Assistant


Katie recently joined the TRC Advisory and Wealth Management team in September of 2023. Prior to starting with TRC, Katie worked as an Employment Specialist for a local employment agency where she specialized in providing the best...
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