The Wehrly Group

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A fabulous 2026 Advisors Summit. Thank you Advisors Excel for all the training and fun 🎉

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❤️🤍💙Happy 250th America ❤️🤍💙

Most people think investing success comes from reacting fast. It doesn’t. It comes from understanding what actually matters—and ignoring what doesn’t.

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Please join us in congratulating David Schnitzer on his retirement after an incredible 10 years with The Wehrly Group. As of June 30, David has officially begun this exciting new chapter of life.
Throughout his decade with our firm, David has been an invaluable member of our team. His professionalism, dedication, and commitment to serving our clients have made a lasting impact on both our organization and the many individuals and families he has helped along the way. His knowledge, dependability, and positive presence have been greatly appreciated by colleagues and clients alike, and his contributions have played an important role in the continued success and growth of The Wehrly Group.
While we will certainly miss having David as part of our team, we are excited for him as he embarks on a well-deserved retirement. In the years ahead, he looks forward to spending more time traveling to visit family, enjoying the golf course, and making the most of this well-earned opportunity to relax and pursue the activities he loves.
David, thank you for your years of dedication, hard work, and friendship. We are grateful for everything you have contributed to The Wehrly Group and wish you nothing but happiness, good health, and many wonderful adventures in your retirement. Congratulations, and enjoy this exciting new journey!

As The Wehrly Group continues to grow, we are excited to welcome talented professionals who share our commitment to serving our clients with excellence. Please join us in welcoming Luis Valles to our team as our new Junior Financial Advisor.
Luis earned his Bachelor of Science from the University of Houston and brings two years of industry experience to his role. He is eager to continue expanding his knowledge, developing his expertise, and embracing the values and client-focused approach that define The Wehrly Group. His enthusiasm for learning, strong work ethic, and dedication to providing exceptional service make him a wonderful addition to our team.
We are confident that Luis will play an important role in supporting our clients and contributing to the continued success of The Wehrly Group for years to come.
Outside of the office, Luis enjoys giving back by rescuing animals, with a special love for cats. He also has an adventurous spirit and enjoys activities such as skydiving, spending time at the shooting range, and axe throwing.
We are thrilled to have Luis on board and look forward to seeing all he will accomplish. Welcome to The Wehrly Group, Luis!

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