Team
"If you want to go fast, go alone. If you want to go far, go together."
Brian graduated Magna Cum Laude from Midwestern State University with a degree in Business Administration and Finance. Prior to joining Prothro Blair Financial, Brian worked as a financial advisor with Merrill Lynch.
Brian has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the Certified Financial Planner Board of Standards, Inc. and has earned the professional designations of Retirement Income Certified Professional (RICP™) and Chartered Life Underwriter (CLU®) from the American College in Bryn Mawr, Pennsylvania.
Starting in 2004, Brian helped transition the services of Prothro Blair Financial from base of the pyramid only to a holistic financial planning practice. Today, Brian serves clients in all areas of the Financial Puzzle.
Aside from his professional career, Brian is married to his wonderful wife, Malorie. They enjoy travelling and hiking anywhere there is cool weather and a trail. On the weekends, you’ll likely find Brian in one of three places – at the Crossfit gym trying to keep up with the younger generation, enjoying the cool air 6000 feet in the air flying his Cessna 172, or at his house channeling his creative side by making colorful and unique art…although he’s colorblind!
Being raised in Wichita Falls, both Brian and Malorie enjoy being actively involved in their church and the community. Brian is on the Board of Directors of the Faith Mission of Wichita Falls and the Wichita Falls Area Community Foundation.
Proudest Personal Achievement:
Getting my CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification and having the opportunity to practically use it with clients every single day. It’s just not a diploma, it has been something that’s valuable and meaningful to me and our clients.
Could Not Live Without:
My wife!
Greatest Advice Ever Received:
“It’s easy to do the right thing when people are watching. Integrity is doing the right thing when people aren’t.”
After graduating Cum Laude from Wake Forest University, Charlie began his career with Northwestern Mutual in Richmond, Virginia in 1982. Charlie is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company and, since 1983, his business has been based in his hometown of Wichita Falls, Texas.
Charlie is a CERTIFIED FINANCIAL PLANNER™ Certificant (CFP®) through the Certified Financial Planner Board of Standards, Inc. and holds the Accredited Estate Planner (AEP ®) designation awarded by the National Estate Planners & Councils. He has earned the professional designations of Chartered Financial Consultant (ChFC ©) and Chartered Life Underwriter (CLU®) from the American College in Bryn Mawr, Pennsylvania.
Charlie is married to Cheryl and they have five children and one grandchild. Charlie enjoys cycling, going to the lake, dog training and spending time with his family.
Proudest Personal Achievement:
Going on a diet and losing 72 pounds - IN THE FOURTH GRADE!
Could Not Live Without:
My Family
Best Advice Ever Received:
“No person is more confusing than one who gives good advice while giving a poor example.”
Treston joined Prothro Blair Financial in 2016 and he helps serve our clients in his capacity as an Associate Wealth Management Advisor.
Treston graduated Magna Cum Laude from Sacramento State University with a degree in Economics. Prior to joining Prothro Blair Financial, Treston worked for both Investment Professionals, Inc. and Fidelity Investments. His experience, combining investments, qualified plans, and insurance, provides an excellent background for the holistic approach we provide our clients.
Treston earned the CERTIFIED FINANCIAL PROFESSIONAL™ (CFP®) certification. He also holds both the series 7 and 66 licensures in addition to the Texas life, health, and disability insurance.
Treston is actively involved with Colonial Church and recently graduated from Leadership Wichita Falls in spring of 2016. He and his wife, Shelby, live in Henrietta, Texas where they are a seventh Clay county generation family. They enjoy taking their two young children out on trips to work cattle with family, go for a run, and just soak up the open countryside.
Proudest Personal Achievement:
Graduating Magna Cum Laude in Economics and earning an athletic scholarship.
Could Not Live Without:
My wife, son and daughter.
Greatest Advice Ever Received:
“Focus your time on God, family, community and business relationships and don’t forget the order.”
How Can I Help You?
- Meet with clients for investment and insurance planning
- Facilitate business retirement plans and benchmarking
- Prepare Business Planning Analyses
- Facilitate client on-boarding process
Josh graduated from Midwestern State University with a degree in Business Administration and Accounting. Prior to joining Prothro Blair Financial, Josh worked as a Certified Public Accountant, providing audit, tax, and advisory services for a wide array of clients and most recently, Josh served as a Chief Financial Officer & Controller in the construction industry.
Josh has earned his license to practice as a Certified Public Accounting (CPA) through the Texas State Board of Public Accounting (TSBPA) and continues to maintain that license. His background in business and tax planning gives him an insight on the complex problems that individuals and businesses face on a daily basis and how to find the right solutions to those problems.
Josh is an active member of First Presbyterian Church of Wichita Falls, serves as the Treasurer of the North Texas Area United Way, and as a board member of the Wichita Falls Crime Stoppers.
He and his wife, Juliana, live in Wichita Falls and have two daughters. He enjoys cycling, cooking for others, community service, sports, and most importantly, spending time with his loved ones.
Proudest Personal Achievement:
Passing the CPA exam! Studying for and passing that exam gave me the tools I need to not only provide advice to clients, but to also dig deeper and find the right solutions for clients and their unique problems.
Could Not Live Without:
My beautiful wife and our two girls!
Greatest Advice Ever Received:
“Live so that when your children think of fairness, caring, and integrity, they think of you.”
Abigail joined the Prothro Blair Financial team in March of 2018 as our first college intern. She recently accepted a full-time position on our team as a Planning Assistant, where she contributes to the client-centric focus of our firm.
Abigail graduated with a Bachelors of Finance from Midwestern State University. During her time in college, Abigail was a member of the Omicron Theta chapter of Chi Omega, where she served as the Director of Friendship and Social, as well as the Recruitment Chair. She says one of her favorite collegiate experiences was getting to represent her chapter at the Chi Omega National Convention in Phoenix, Arizona in the summer of 2018.
Abigail is the oldest of 5 and loves going to visit her younger siblings in Houston whenever she can. In her free time, Abigail enjoys keeping herself busy! She is an avid painter, a DIY enthusiast, and wholeheartedly believes that the only acceptable way to watch a movie is at the theater. Abigail is also actively involved in her bible study group, and on the weekends, you can find her in the many thrift shops in town scoring deals on vintage clothing or hanging out with friends.
Greatest advice ever received:
“Be good to people. You will be remembered more for your kindness than any level of success you could possibly attain.”-Mandy Hale
Couldn’t live without:
My family and friends!
Proudest personal achievement:
Getting my internship! Taking a chance and emailing a company out of the blue has turned into one of my best decisions yet!
Stacie joined Prothro Blair Financial in late 2018 as the firm’s first Chief Operations Officer. Her sunny disposition and desire for excellence, accompanied by extensive experience in leading a team, enable her to create an enjoyable and productive environment for our office. It is her goal to help our team exceed our clients’ expectations, while developing the teams’ personal growth paths.
Stacie grew up in Wichita Falls and is proud to call it home. She attended Wichita Falls High School and Midwestern State University. Prior to joining the Prothro Blair Financial team, she worked in business management, with a passionate focus on hospitality and customer satisfaction for over 18 years.
Stacie is always looking for opportunities to serve in our community and frequently volunteers for charitable organizations and events such as the Salvation Army, Big Brothers Big Sisters, Relay for Life, and local festivals. Stacie currently serves on the Board of Directors for the Rotary Club of Wichita Falls and Paul Harris Fellow Board of Trustees. She also serves on the Wichita Falls Downtown Development Steering Committee and as Chairperson of the WFISD Career and Technology Education Center Culinary/Hospitality Advisory Committee. Stacie and her husband, James, recently taught their first course at Midwestern State University’s Lifelong Learning Center, which was titled The Language of Music, and look forward to teaching again next semester.
Stacie and James have four children: MiKayla, Justin, Andrew, and Judah. In her spare time, Stacie enjoys making music with her husband and having family jam sessions in the living room of their home. She loves to paint, cook, travel, and find opportunities to make organization and structure fun.
DeAndrea Y. Davis , RICP®, CFP®, MBA
Director of Wealth Management
DeAndrea joined Prothro Blair Financial in 2012 and helps serve our clients in her capacity as the Director of Wealth Management. Prior to joining Prothro Blair Financial, she worked for Wells Fargo Advisors for 16 years. Her achievements with Wells Fargo were recognized in the Corporate Citizenship section of the corporation’s annual report as a success story. DeAndrea is a graduate of Midwestern State University with both a Bachelor and Master of Business Administration. Outside of Prothro Blair Financial, DeAndrea is an adjunct professor at the Dillard College of Business.
DeAndrea holds both the series 7 and 66 licensures in addition to Texas life, health, and disability insurance. She has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the Certified Financial Planner Board of Standards, Inc. and has earned the professional designations of Retirement Income Certified Professional (RICP™) from the American College in Bryn Mawr, Pennsylvania.
DeAndrea is an avid runner and completed the Dallas White Rock Marathon, Maratona di Roma, Marabana da Cuba, Grand Canyon half marathon, and the New York City Marathon, to name a few. She is actively involved in her community, speaks Italian, and enjoys cycling, hiking, traveling, photography, and painting.
Proudest Personal Achievement:
Being selected out of thousands of team members, by Wells Fargo corporate headquarters to be recognized in the annual report due to my job performance and upward mobility within the company.
Could Not Live Without:
Family
Greatest Advice Ever Received:
“Speak when you are angry and you will make the greatest speech you will ever regret.”
How Can I Help You?
- Trade and oversee investment advisory accounts
- Monitor allocation drift and re-balance investment advisory accounts
- Prepare investment proposals and Morningstar® investment analyses
- Prepare investment performance reports
- Prepare and monitor personal financial plans
- Prepare retirement distribution models
- Prepare analysis for Social Security planning
Since joining Prothro Blair Financial in 1999, Peggy has had responsibility for many administrative areas of the business.
Peggy is involved in all aspects of new client risk-based product transactions. Peggy provides client service for non-qualified benefit plans to corporate clients and is the compliance and licensing coordinator for risk-based products and investment operations. She is very active in presentation development and maintains all books and records for the business. In addition, Peggy is also responsible for client service of all accounts.
Peggy is licensed in Texas for life, health, disability, and long-term care insurances. She is also series 6 and 63 licensed in variable products and mutual funds and is an Associate Financial Representative.
A native of Wichita Falls, Peggy is married with two children and three grandchildren. She and her husband enjoy traveling and spending time with their family.
Could Not Live Without:
My family.
Best Place Visited:
South Korea to see my first grandbaby.
Greatest Advice Ever Received:
“You have the ability each day to choose for yourself what kind of attitude you’ll have that day. Don’t let other people or their actions choose it for you and don’t waste time and negative energy dwelling on what you can’t change or control.”
How Can I Help You?
- Process insurance applications
- Schedule medical exams
- Provide policy values and facilitate all claims
- Process changes to your billing methods
- Facilitate premium payments
- Process loan requests, re-payments, and illustrations
- Provide general policy and billing information
- Provide new and in-force policy illustrations
Malorie joined Prothro Blair Financial in 2015 as the Director of Investment Operations. Malorie graduated from Midwestern State University with a degree in Business Administration and Finance in May 2015.
Malorie is an Associate Financial Representative and holds her series 6 and 63 licenses along with a license in Texas for life and health insurance.
Malorie married her college sweetheart, Ryan in 2015. They were both were raised in Wichita Falls. They are actively involved in Grace Church and are members of CrossFit Wichita Falls.
Proudest Personal Achievement:
Graduated college, got married and started my professional career all within a month!
Could Not Live Without:
My family.
Greatest Advice Ever Received:
“Comparison is the thief of joy.”
How Can I Help You?
- Trade and monitor investment accounts
- Prepare and process investment paperwork
- Update client profile information for investment accounts
- Prepare investment performance reports
- Prepare portfolio summaries and Consolidated Client View Reports
- Online access Q&A
Cheslea joined the Protho Blair Financial team in December of 2018 as the Client Relations Manager. Before joining our team, Cheslea served in the customer service industry for 13 years and truly enjoys helping others. As our Client Relations Manager, Cheslea’s everyday goal is to create a positive and memorable experience for each client with whom she interacts. We are grateful for her positive attitude and genuine desire to help others.
Cheslea is originally from San Antonio, Texas, but has been visiting her family in Wichita Falls since she was a child. She enjoys raising her own daughter in Wichita Falls and has a great appreciation for its family and community-oriented atmosphere. While growing up in San Antonio, she attended John Marshall High School and received her Associates in Elementary Education from Northwest Vista Community College.
When Cheslea is not at the office, she enjoys spending her free time with her daughter and spouse, cooking, painting, playing games, as she is quite competitive, and watching the Food Network. She is extremely family focused and takes advantage of any free time possible to be with them.
Gina joined the Prothro Blair Financial team in May of 2019 as the Client Service Manager. She is responsible for providing operational support for all aspects of investments and insurance planning for clients.
Gina graduated from Midwestern State University with a degree in Business Management in May of 2013. Before joining Prothro Blair Financial, Gina and her husband, Russell, lived in New York for 4 years while he attended the Culinary Institute of America and opened his first restaurant.
Gina was born and raised in Enid, Oklahoma until her and her family moved to Wichita Falls when she was in the in the 8th grade. She and her husband Russell, a Wichita Falls native, are excited to be back living in the area to be closer to their family and friends.
Gina loves staying active and spending time with her niece, nephews, and dogs. She also enjoys volunteering and is looking forward to joining organizations to serve the Wichita Falls community.