Broker Check

PWS Associates


At Platinum Wealth Solutions, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

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 create an approach that is designed to address your individual situation.

 

Michael A. Aguirre, LUTCF

Financial Advisor

(210) 998-5021

(210) 998-5001

maguirre@pws-texas.com

Michael Aguirre began his career as a financial consultant in 1979. He applies his deep financial knowledge to helping clients make informed decisions using a comprehensive, “big picture” approach.

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Ronald R. Botello, FSS, CLTC

Investment Advisor Representative

(210) 998-5030

(210) 998-5001

rbotello@pws-texas.com

Ronald Botello is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in estate strategies, wealth accumulation, business strategies and executive benefits.

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Carlos Camarillo

Investment Advisor Representative

210-998-5017

210-998-5001

ccamarillo@pws-texas.com

Carlos Camarillo is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, a financial services firm specializing in estate strategies, wealth accumulation, business strategies and executive benefits. 

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Mark Carolin

Investment Advisor Representative

210-492-8620

210-998-5001

carolin@conceptwealth.com

Mark Carolin has been an Investment Advisor Representative since 1990. He received extensive and industry wide acclaimed training in the Cigna Financial Advisors training program, a national leader in financial planning. Prior to his...

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Javier Fernandez CPA®, MBA

Investment Advisor Representative

(210) 492-1627

(210) 492-1636

jfernandez@pws-texas.com

Javier Fernandez is an Investment Advisor Representative with Platinum Wealth Solutions at Texas, LLC, a financial services firm focusing on estate strategies, wealth accumulation, business strategies and executive benefits for both...

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Michael Gleason CLU®, ChFC®

Financial Advisor

(210) 998-5012

(210) 998-5001

mgleason@pws-texas.com

Michael Gleason, CLU®, ChFC®, has more than 28 years of experience in wealth management. With expertise in investment management, business, estate and insurance planning strategies, Michael’s diverse knowledge...

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Clay Miller

Financial Advisor

(210) 998-5026

(210) 998-5001

chmiller@pws-texas.com

Clay Miller is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for...

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Brent McCrary, CFP®

Certified Financial Plannerâ„¢ Professional

(210) 998-5037

(210) 998-5001

bmcrary@pws-texas.com

Brent McCrary is a Financial Advisor at Platinum Wealth Solutions of Texas, a financial services firm specializing in estate strategies, wealth accumulation, business strategies and executive benefits.

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Jennifer L. Scroggins

Investment Advisor Representative

(210) 998-5010

(210) 998-5001

jscroggins@pws-texas.com

Jennifer Scroggins is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC. She has over 20 years of experience helping small business owners and families make sound financial decisions based on trust.

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Bruce W. Stroup, LUTCF, MBA

Investment Advisor Representative

(210) 998-5035

(210) 998-5001

bstroup@pws-texas.com

Bruce Stroup, LUTCF, MBA is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in estate strategies, wealth accumulation, business strategies and executive benefits.

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Thomas A. Valenti, AIF®

Investment Advisor Representative

(210) 998-5023

(210) 998-5001

tvalenti@pws-texas.com

Thomas A. Valenti is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC, a financial services firm focusing on estate strategies, wealth accumulation, business strategies and executive benefits.

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Nicholas C. Valenti, CFP®, CLU®

Investment Advisor Representative

(210) 998-5038

(210) 998-5001

ncvalenti@pws-texas.com

Nicholas C. Valenti, CFP®, CLU® is an Investment Advisor Representative at Platinum Wealth Solutions at Texas, LLC, a financial services firm focusing on estate strategies, wealth accumulation, business strategies....

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John "Trey" Valkenaar

Financial Advisor

210-998-5009

210-998-5001

jvalkenaar@pws-texas.com

John “Trey” Valkenaar is a Wealth Strategies Advisor at Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive...

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Arthur D. "Trey" Wharton, III

Investment Advisor Representative

(936) 291-1560

210-998-5001

trey.wharton@pws-texas.com

Arthur D. “Trey” Wharton, III is an Investment Advisor Representative with Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in wealth accumulation, business planning and executive benefits for...
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Brian Lynn

Executive Director of Operations

(586) 698-5221

(586) 939-6950

blynn@jhnetwork.com

Brian Lynn works closely with financial advisors to manage compliant practices that are built around the client's best interests. His over 40 years of experience in the financial services industry helps him to truly understand the...

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Betsy Blackman

Director of Recruiting

(248) 663-4735

(248) 827-7378

bblackman@jhnetwork.com

Betsy Blackman is the Director of Recruitment with Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and...

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