Jose Feliciano, CFP, ICFP, ChFC, CLU

For Jose Feliciano, CFP, maximizing people’s financial potential by clarifying their destination and then putting in place steps to help them get there is a passion. His common sense approach to beginning with the end in mind, gives clients a sense of being able to attain their ideal lifestyle. His attention to their dreams is every bit as detailed as his attention to their financial health.

Jose graduated from the American College of Financial Planning. He holds the Certified Financial Planners designation (CFP), is a member of the Institute for Certified Financial Planners (ICFP), Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU).

As president of Feliciano Financial Group, Jose takes a comprehensive approach to wealth management. He sees his role as helping people make well-informed decisions about their investments and retirement plans—providing them with greater financial independence, peace of mind, and security.

Jose@WorldClassAdvisors.com
903-526-1910

Jeff Feliciano, CFP, CEP, CLU, ChFC

With over 18 years-experience in the financial services industry, Jeff has built his business primarily with successful entrepreneurs, key executives, and pre-retirees. In his never-ending pursuit of success, he has achieved the professional designations of CFP (Certified Financial Planner), CEP (Certified Estate Planner), CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant).

With his vast knowledge in all aspects of financial and estate planning, his practice primarily focuses on Comprehensive Wealth Management for his clients. He is a member of the Financial Planning Association, National Association of Financial Advisors, and the National Association of Life Underwriters. Jeff also serves the firm as the Vice President of Wealth Management and as a presenter and keynote speaker for many FFG and Affiliated Advisor programs throughout the state.

Jeff@WorldClassAdvisors.com
903-526-1912

Ellen Gipson

Ellen (Elle) Gipson, is the Vice President of Financial Services and a top producing Financial Advisor for the Feliciano Financial Group in Tyler, Texas.

With a Bachelor of Business Administration in Accounting from the University of Texas at Austin, a Series 7 and 63 Securities License, as well as, her Texas and Utah Insurance License, she has been in the financial services industry for 25 years.

Ellen@WorldClassAdvisors.com
Texas: 903.360.5667
Utah: 385.315.0794

Mark. L Narovlansky

As National Managing Director, Mark comes to World Class Advisors with over thirty years of leadership and production experience in the financial services industry, including insurance, securities, annuities, and alternative investments. Mark’s extensive background includes building profitable new organizations in foreign and domestic markets.

MarkN@WorldClassAdvisors.com
USA +1.424.202.0085
INT'L +1.844.716.6639
S: alicogm
T: @alicogm

Kevin T. Lord, LUTCF, MA

As Director of Recruiting & Case Design Specialist, Kevin’s experience in relationship management is extensive. He is an Independent Brokerage General Agent offering Life Insurance, Annuities, Long Term Care and Disability products to producers and clients throughout the State of California. He  received his license in 1992, has a Bachelor and Master or Arts from Fresno State, an LUTCF professional designation and has served as a member of the Million Dollar Round Table. 

KevinLord@WorldClassAdvisors.com
559.281.2208

Michael Spivey, CLU

With over 35 years in the financial services industry, Michael provides a unique perspective to assist in our growth and development of WCA. His executive level experience in both the insurance and independent broker dealer platforms help support WCA and its commitment to excellence . He continues to stay focused on opportunities that will enable WCA to be a resource in helping advisors and their staff maximize their full potential.

MichaelS@WorldClassAdvisors.com
415.306.6683

Lee Trammell

As Vice President of Operations, Lee leads through organization, processes and systems. He is a graduate of The University of Texas at Tyler with the degree Bachelor of Business Administration (Finance). Past honors and accomplishments include being a Distinguished Achievement Graduate of Brownsboro High School, a Varsity Letterman in football, a recipient of the Mirabeau B. Lamar Medal and Scholarship from a local Masonic Lodge, Chairman of the Finance Project for Students in Free Enterprise (SIFE), Kiwanas Club Scholarship recipient, East Texas State Fair Scholarship recipient, and TJC President's List.

Lee@WorldClassAdvisors.com
903.526.6310

Bryan Brumett

BryanB@WorldClassAdvisors.com
903.918.8734