How We Work
Seeing friends and family struggle to find the support they needed inspired in us a deep commitment to serving our community. Everyone deserves access to clear, thoughtful guidance for mapping out an enduring financial future. For nearly 30 years, we've built a reputation for providing personalized support that helps people make financial decisions with confidence.
Our approach emphasizes education, ensuring that complex financial concepts are easy to understand and apply to your goals. With extensive training as financial professionals, your financial well-being matters to us, and we're here to help empower you every step of the way.
Dean Elliott, CPFA
President/CEO
(979) 316-4818
Dean Elliott is a seasoned financial advisor with nearly three decades of experience. He founded Pentangle Wealth with a commitment to core values that include integrity, dependability, enthusiasm, initiative, and knowledge...
Dallas Lee
Client Relationship Manager
(979) 316-4818
With over 20 years of customer service and managerial expertise, Dallas Lee is a dedicated Client Relationship Manager for Pentangle Wealth. Known for her strong work ethic, communication skills, and unwavering commitment to clients...
Frank Ross
Vice President / Wealth Advisor
(979) 316-4818
With over 23 years of experience in the financial services industry, Frank Ross brings clients a wealth of knowledge and experience in his role as a Wealth Advisor with Pentangle Wealth. He began his career with...
Tammy Galvan
Branch Operations Manager
(979) 316-4818
With over 20 years of leadership experience in sales, operations, and public relations, Tammy Galvan brings a proven track record of excellence to her role as Branch Operations Manager at Pentangle Wealth. Her extensive...
Helga Rossi
Paraplanner
(979) 316-4818
With over 20 years of experience in financial services, Helga brings a strong foundation in client advisory and relationship building. Originally from Lima, Peru, she holds a Bachelor’s degree in Communications from the University of...
Ketra Gonser
Client Service Specialist
(979) 316-4818
Ray Barrera
Business Development Specialist
979-316-4818
Weiwei Cook
Business Development Specialist
(979) 316-4818