Broker Check

Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Amy Surles

Recruiting

832-308-2718

amy.surles@askwrf.com

Amy is a Houston native and a recent graduate of Texas A&M, where she was a member of Pi Beta Phi Fraternity for Women. In her spare time, she enjoys volunteering with kids, spending time with her family, and going on road trips around...
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Betsy Hickerson

Director of Finance

682-233-7776

682-233-7771

bhickerson@askwrf.com

Betsy Hickerson loves working in the finance/accounting arena helping business leaders manage their business. She particularly loves working at White Rhino Financial because they make such a positive difference in the lives of their...
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Blake Land

Financial Representative

(832) 308-7256

Prior to joining the financial services Industry, I ran Verizon Stores in the Houston Area. My interest in financial services came when I wanted a career where I could make a difference in an Individual’s future.
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Brandt Jordan

Financial Advisor

(832) 308-7232

Philosophy I believe that you get all you want in life by helping others get what they want. I live that philosophy with all of my clients by carefully listening to their goals and dreams.
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Brenda Cardenas

Financial Representative

210-818-3946

brenda.cardenas@askwrf.com

As an Financial Representative at White Rhino Financial, I work to answer the questions that often go unasked. We can never truly know the economic climate we will find ourselves in. However, by protecting our todays and becoming...
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Brendan Fenno

817-681-4496

682-233-7771

bfenno@askwrf.com

Brendan began his career within financial services in 2007. With the financial crisis of 2008, it soon became clear to him that the industry-standard "needs based" approach to financial planning had put families and businesses in a...

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Brett Harmeling

Financial Representative

713-392-1173

BHarmeling@askWRF.com

Brett emphasizes the importance of Financial Organization by educating and empowering his clients to rethink wealth from a wide angle approach. His focus is on his clients dreams and goals as he co-creates strategies with them to help...
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Carolyn Sheffey

214-862-2772

682-233-7771

csheffey@askwrf.com

Carolyn seeks to create value for individuals, and she is able to move them to an improved state of financial balance and organization. She has challenged the traditional ways of financial thinking, and offers an uncommon approach to...
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Cindy Ho

Case Manager

(832) 308-7230

Philosophy Planning for the future is a discipline which integrates all areas of personal finance. These include planning for education, retirement, , taxes, insurance, and the estate.
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Dana Call

Financial Representative

214-385-0014

dcall@rethink-wealth.com

Dana is passionate about educating others to make better financial- and health-related decisions. She spent over 25 years in various executive positions in the corporate world. Industries she’s worked in are mortgage banking,...

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Gina Mendez

New Business Processor

832-308-7215

I joined White Rhino Financial in February of 2014, although I am fairly new to the financial industry, I understand how important it is to plan for one's financial future.
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Irving Quant

Financial Representative

806-701-5282

806-368-8962

iquant@askwrf.com

As a management graduate from Texas Tech’s Rawls College of Business, and owner of IQ Productions, Irving applies his knowledge and experience to connect and understand the concerns of individuals, business owners, and upper...

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James McGlynn

817-602-8859

682-233-7771

jmcglynn@askwrf.com

James McGlynn appreciates the ability of the stock market to provide the highest returns over time but also understands that certainty of cash flow provided by guarantees from insurance companies, pensions and Social Security are also...
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Jason Mickey

Registered Representative

832-308-7245

832-308-7201

jason_mickey@askwrf.com

With 17 years in the financial services industry I have the experience to answer the questions you have. In my role as the Director of Business Development my first job is to help you decide, “Can White Rhino actually help...
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Jay Bartley

817-307-6601

682-233-7771

jbartley@askwrf.com

Jay is a knowledgeable Investment Advisor Representative and Trust Professional with over 25 years in the industry. She cares about her clients and recognizes their growing desire to maximize wealth; leaving a meaningful,...

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Jeff Bynum

206-595-4215

682-233-7771

jbynum@askwrf.com

In the fall of 2008, Jeff Bynum was introduced to an uncommon approach to financial decision making and learned how to avoid many of the failures often experienced in conventional wealth-accumulation models. Through his passion for...
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Jeff Scott

Financial Representative

832-308-7216

832-308-7201

jscott@askwrf.com

Background Jeff Scott joined the White Rhino family in 2017. He comes to us with 15 years of experience in the downstream manufacturing sector of the Oil and Gas industry where he served people from an occupational health capacity with...

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Jeremy Covington

Financial Representative

281-803-3181

jrcovingtion@askwrf.com

Philosophy Servicing my clients through transition management, financial services integration as well as needs analysis. Emphasizing the importance of coachability, rather than net worth to my clients. Maintaining a competitive...

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Jose Medrano

Registered Representative

713-922-0778

832-308-7201

jmedrano@askwrf.com

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance...
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Josh Hohenstein, AAMS(R)

Financial Advisor

713-469-2723

382-308-7201

joshua.hohenstein@askwrf.com

Josh is an experienced financial professional, and United States Army combat veteran. Throughout his life, his passion for people has placed him in the position to help others when they need it the most, no matter how complicated the...

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Juan Herrera

Financial Representative

Juan embarks our firm with a background in the healthcare industry. Having closely worked with doctors, personal injury attorneys, and personal injury victims, Juan experienced how a disabling catastrophic event will affect an...

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Kamran Ellini, CFP®, ChFC

Vice President- Investment Specialist

(832) 308-7207

kamran_ellini@askWRF.com

Over 18 years of working with my clients to help them realize financial freedom by providing a comprehensive planning approach based on a commitment of sound financial advice, attention to detail, a service-oriented focus and...
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Kevin Thompson RICP®

682-233-7773

682-233-7771

kthompson@askwrf.com

Kevin decided to join the Finance industry because he knows how important it is to be financially balanced and live a disciplined lifestyle. He wants to educate others about the pitfalls that intrude on successful retirement...

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KJ Coakley

Philosophy I have always wanted to create value in the lives of others. My favorite feeling in the world is when an opportunity arises to create a simple carefree moment in someone's life. As a Financial Advisor, I have an opportunity...
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Kristy Cortez

512-835-2635

kcortez@askWRF.com

LinkedIn Kristy Cortez, CPA* and a bilingual professional and has 22 years experience in the financial services and accounting industry. She is a West Texas Native, however relocated to the Austin Area in 1984. She...
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Landon McDuff

Financial Representative

832-308-7212

landon.mcduff@askwrf.com

Philosophy Getting a deep knowledge of my clients’ goals, aspirations and personal vision allows me to co- design the most personalized, unbiased and holistic financial plan for them to achieve, preserve and protect their family...

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Lee Daniels,CFP®

Vice President of Business Development

832-308-7221

832-308-7201

ldaniels@askwrf.com

Lee Daniels, CFP®, has over 25 years of experience in financial services, helping clients achieve their financial goals. Lee also holds his MBA, ChFC, CLU and CASL and has recently joined White Rhino Financial as Vice President of...

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LM Stamper

682-233-7774

682-233-7771

LStamper@AskWRF.com

LM Stamper entered the financial services and real estate industry in late 2005. After having studied at Texas Tech University and ITTTI for Management Information Systems with a minor in Business, he was appointed to the position of...
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Marc Schwartz

Philosophy Getting a deep knowledge of my clients’ goals, aspirations and personal vision allows me to co- design with them the most personalized, unbiased and holistic financial plan for them to achieve, preserve and protect...

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Matt Ross

Fiancial Representative

512-964-0942

mross@askwrf.com

Matt Ross spent a majority of his life in Oregon. As a kid he developed a love for baseball. It was his true passion. His dreams of a career in baseball were quickly derailed by an elbow injury in college whilst trying out for the...

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Matthew Nerz

Agent

832-308-7208

matthew.nerz@askwrf.com

Philosophy I have spent the last five years playing baseball at the highest collegiate level. Throughout my time as a player, I have developed skills in leadership, teamwork, and organization. I understand the hard work, dedication,...

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Nickelle Leist

Financial Representative

415-529-8723

nleist2@askwrf.com

Focused, driven, and passionate, Nickelle Leist has been a leader her field for over 13 years. Nickelle entered the insurance world in a marketing role right after college. She fell in love with the people and industry at a Million...

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Patrick Dickson, CFP®

CEO and President

(832) 308-7200

Patrick_Dickson@askWRF.com

Patrick Dickson, CFP® has been in the financial planning field for over 16 years. He spent many years working directly with his own clients, and then moved into leadership positions where his passion was to make sure that other...
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Paul Dickens

Managing Director

832-308-7482

832-308-7201

pdickens@askwrf.com

Background I have been in the Financial Planning business for more than 20 years and have found that busy lifestyles and juggling commitments and activities from one day to the next, makes it hard to focus on your own personal finances...

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Russo Valenzuela

Financial Representative

832-797-1889

Russo_Valenzuela@askWRF.com

Our firm provides access to some of the best financial minds in the business, with strong risk-management skills, and a full array of products and services. We work with you to identify the right strategies to achieve and protect your...

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Sandra Sugerman

Registered Representative

(832) 308-7220

Sandra_Sugerman@askwhiterhino.com

After several years as an independent agent working in the employee benefits arena, Sandra was recruited by New England Life for the Brokerage Manager position with the Indianapolis, Indiana firm.
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Sarah Lamar

Registered Representative

8068311469

682-233-7771

slamar@askWRF.com

LinkedIn Sarah Lamar, Financial Professional, has 20 years’ experience in the financial services industry. She is a West Texas Native and a graduate of Wayland Baptist University, with a Bachelor’s of Science in...

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Sean O’Donnell

Financial Representative

682-233-7738

SODonnell@askwrf.com

Sean O'Donnell loves to help people become the best person they can be. He loves to do this by teaching and working together with individuals. Sean likes to work with those who have a drive to succeed not only for their personal life,...
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Sergio A. Cruz

Financial Representative

(832) 308-7219

Philosophy I help individuals, families, and small businesses to increase their level of financial organization, minimize risk in their financial world, and develop strategies to manage their responsibilities.
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Shawn Arrington

CEO and President

817-901-4933

682-233-7771

sarrington@askwrf.com

After graduating from Southwestern Oklahoma State University as a four year varsity letterman in Tennis in 1995, Shawn started his career in the life insurance business with Modern Woodman. Four years later, he moved to New...

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Tatiana Molina

Recruiting Director

(832) 308-7233

tatiana_molina@askWRF.com

Philosophy - I utilize the skills that I have to lead candidates through the onboarding process. I provide training on web based programs, logistics, and testing.

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Teri Damore

682-233-7754

682-233-7771

tdamore@askwrf.com

After many years as a stay at home mother, Teri feels fortunate to have returned to the workplace with the White Rhino family. She is a strong believer in their uncommon financial approach to educating and guiding their clients to...
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Tiffini Arrington

682-233-7770

682-233-7771

Tiffini has been in the insurance and financial services profession for over 14 years and specializes in financial organization, protection, and asset preservation. She provides education and training to her clients on these topics....
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Travis Hostutler

425-635-8334

682-233-7771

thostutler@askwrf.com

Travis Hostutler works with advisors and their clients to help educate them around money. Holding an uncommon financial approach to preparing for and living in retirement, he takes an analytical approach to money. He specializes in...
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