Meet the team

You hire the whole team.

Four of us are licensed, so whoever picks up the phone can help. Here’s everyone, in the order you’ll probably meet them.

The Welcome Wealth team waving hello at the office’s front doors: Jennifer, Ethan, Nikki, Maylene, and Mandy

Jennifer Anderson

Client Relationship Manager

She’ll greet you by name.

Jennifer is the first hello at Welcome Wealth. Nikki recruited her in 2024, and she’s been doing a little bit of everything since: getting ready for client meetings, keeping every file in order, and keeping the office running. If a birthday card from us ever made your day, that was Jennifer.

In her words: “I love that I get to be the one who welcomes them here.”

In three words:: kind, cheerful, grateful.
Off the clock:: a Saturday walk with her husband on their favorite loop, and a full table at Sunday dinner.
Austin favorite:: P. Terry’s. She’s on a burger kick.
Ask her about:: her five kids and three grandkids. Then she’ll ask about yours.

Nikki A. Naylor, CFP®

Wealth Advisor

The “and more” is her favorite part.

Nikki tells friends she’s a professional gambler. Her clients know better. She’s been in the industry since 2000, joined founder Jim Cook in 2005, took over the firm in 2013, and still keeps his story close. Investing is the job, but she lights up for everything around it: estate planning, college savings, donor‑advised funds for clients who love to give, and the life stuff, from a homestead exemption to payroll for a family caregiver to the move into senior living. The best advice she ever got? Always be present in the moment.

In her words: “Helping a client learn that they can retire. That’s always a blast.”

In three words:: caring, intelligent, above and beyond.
Off the clock:: a baseball game, time with her husband, Brock, or organizing the house. She also serves with the teenagers at her church.
Austin favorite:: lunch at Jack Allen’s Kitchen, dinner at Uchi.
Ask her about:: sending a kid off to college. She’s learning that one right now.

Ethan Gilbert, CFP®, SE‑AWMA®

Wealth Advisor

Think of him as your personal CFO.

Ethan handles the whole financial picture, from investments down to cash flow and what your money can open up for you. An Austin native and St. Edward’s finance grad, he’s been in the industry since 2017 and joined the team in 2022. He’s a CFP® professional and an SE‑AWMA®, a designation built for advising athletes and entertainers.

In his words: “Letting people feel heard is a pretty good skill of mine.”

In three words:: reliable, kind, hardworking.
Off the clock:: on a mission to see every state with his wife and two kids.
Austin favorite:: Torchy’s. He’s a big taco guy.
Ask him about:: the latest scam going around. He’s probably already warning clients about it.

Maylene Poulsen

Portfolio Manager

She takes your portfolio personally.

Maylene researches the stocks and funds we buy, handles the trading in client accounts, and since 2021 has learned to jump in on just about anything else. She came to finance from software, where she wrote JavaScript back when people still wrote every line themselves. She watches every holding closely, whether it’s $1,000 or a lot more.

In her words: “Half the time it’s just listening to them and helping them figure out their problems.”

In three words:: fun, reliable, talkative.
Off the clock:: baking, cooking, and walking fast and far.
Austin favorite:: Taquería de Díaz, for the trompo.
Ask her about:: the lemon bars Nikki keeps requesting.

Mandy Savage

LPL Registered Administrative Associate

She kind of does it all.

Mandy is in her 26th year in financial services. She sets up accounts, handles transfers and paperwork, and keeps a quiet eye on balances and deposits behind the scenes, all so it’s right the first time. She spent 25 years upstairs at Ameriprise before joining the team in 2025, which shortened her commute to one flight of stairs. She’s licensed, too (Series 7 and 66, plus insurance), so she can take your trade instructions herself.

In her words: “I’ve seen babies grow up, go to college, get married, start jobs, and become clients. That’s the cool part.”

In three words:: dependable, organized, detail‑oriented.
Off the clock:: painting and cooking with her two granddaughters.
Austin favorite:: Jack Allen’s Kitchen.
Ask her about:: creative ways to keep a toddler busy. Jennifer still wants to know how she comes up with them.