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Michael A. Wegner CWS®, CSA, & RFC® began his career as a Registered Principal after graduating from Texas A&M University in 1986. In addition, he has met the educational and professional requirements for the designations of Certified Wealth Strategist® professional, Certified Senior Advisor, and Registered Financial Consultant® certificant. With over 20 years of service, he has consistently been recognized as a top producer and earned Circle of Excellence awards from his Broker Dealer, First Allied Securities, Inc. Due to growth demands of his practice early in his career, he formed Lifestyle Financial Advisors, Inc. (LSFA), now considered one of Galveston County's largest independent retirement planning firms. LSFA is located in Friendswood Texas but services clients in multiple counties and states.
Michael spends his free time with his wife, Janet, and their three children Macey, Ross, and Chanse. They all enjoy spending time outdoors, traveling, and many other activities as a family. Personal hobbies include snow skiing, saltwater fishing and traveling.
Kyle received his Associates Degree in Science from Galveston College then attended University of Texas in Austin and completed his general studies from University of Houston at Clear Lake. Kyle began his career in 1983 working in the financial services industry. He served as an officer of a national insurance company until he joined Lifestyle Financial Advisors,Inc. in 2001. Kyle brings a wealth of knowledge in retirement income planning within the oil refinery industry, holding securities licenses 6,7,63 and 66. He has been licensed as General Lines Agent qualified for Life, Accident, Health & HMO since 1988. Kyle is a Certified Wealth Strategist® practitioner licensed through the Cannon Financial Institute.
Kyle and his wife Tami have two sons, Kyle Jr. and Kristopher. For many years, they have enjoyed following their boys' sports accomplishments in baseball, track, and football. Kyle Jr. played football and graduated from Southern Methodist University in Dallas and is currently working towards a Master's degree at Texas Tech University in Lubbock. Their youngest son Kristopher is in his last year of football playing for the University of Houston majoring in Kinesiology with a minor in Sociology. Kyle enjoys living a healthy lifestyle, kite surfing and an occasional round of golf. Kyle and his wife Tami reside in Galveston where he was born and raised.
Securities offered through First Allied Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Advisory services offered through Lifestyle Asset Management, Inc., a registered investment adviser and First Allied Advisory Services, Inc., a registered investment adviser.