Meet the Team
The Guided Wealth team brings decades of experience helping clients plan for the future and achieve their goals.
Jonathan Swanburg JD, MBA, CFP®
Jonathan leads Guided Wealth’s advisor practice, making sure clients get the financial planning and advice they need. He writes for the Guided Wealth Blog and the Guided Wealth Newsletter. Jon is a CERTIFIED FINANCIAL PLANNER® professional with expertise in fixed income, financial planning and investing strategies. Outside of work, Jon volunteers with the Houston Young Lawyers Association and enjoys playing golf, tennis, fishing, reading and spending time with his wife and two sons.
Thomas Payne IAR
Thomas is part of Guided Wealth’s advisor practice, ready to assist clients with investing, planning or any other financial issue. He has been a Houston-based financial advisor offering personalized guidance and coaching to clients for over a decade. He holds FINRA Series 7, 63, and 65 licenses. When he’s not working, Thomas enjoys playing golf and spending time with his wife and daughters.
Debbie is responsible for the day-to-day accounting and back office activities necessary to keep Guided Wealth running smoothly. Since 1997, she’s been managing wealth management practices. She holds the FINRA Series 27 license (Financial & Operating Principal). Debbie volunteers as a National Memorial Lady serving the families of deceased veterans. When not working, she enjoys camping, gardening, and spending time with her family and grandchildren.
Kelly is responsible for developing and maintaining Guided Wealth’s compliance programs as well as handling client asset transfers, account updates and money movement. She has over ten years of experience in client asset management and running wealth management practices. She holds FINRA Series 7, 66, and 31 licenses. Outside of work Kelly enjoys spending time with her husband and two dogs, reading, volunteering for Veteran’s causes, and gardening.
Debbie is responsible for management of the fixed income investments of our clients. She has over 30 years of experience managing many types of fixed income securities and specializes in municipal bonds. She served as Secretary, Vice President and President of the former Municipal Bond Club of Houston. Debbie holds FINRA Series 7, 53, 63 and 65 licenses. When not working, Debbie enjoys spending time with her grandchildren, traveling, and drinking wine with friends.
Chamie is responsible for management of the fixed income investments of our clients. She has over 12 years of experience managing many types of fixed income securities, with a specialty in certificates of deposit. She holds FINRA Series 7 and 63 licenses. When not working, Chamie enjoys traveling with family and friends, spending time at the lake, fishing, grilling, sitting by the campfire, watching the sunset and reading true crime books.
William (“Bill”) Payne is a Member of the Investment Policy Committee for Guided Wealth Management. He co-founded Houston-based Tri-Star Advisors, Guided Wealth’s parent company, and has more than 25 years of investment management experience. In addition to being CEO of Tri-Star he is also the President of Tri-Star Financial and Texas Annuity Group. Bill spent more than a decade hosting financial radio shows and presenting at financial seminars. Outside of the office Bill enjoys flying, playing golf, wine and traveling.
Jon Vaughan CFA
Jon is a Member of the Investment Policy Committee for Guided Wealth Management. He is a Chartered Financial Analyst® and has more than 20 years of experience in investment policy design and implementation. Jon is also the CEO of Texas-based Tri Star Advisors, the parent company of Guided Wealth Management. He has also provided financial advice on several Houston radio stations since 2002. Jon is a member of the CFA Society of Houston, serves on the board of St. Andrew’s Episcopal School and volunteers with several non-profit organizations in Houston.