OUR TEAM
Meet the dedicated minds behind our financial success – a team driven by expertise, integrity,
and a shared commitment to guiding you toward financial prosperity.
OUR TEAM
Meet the dedicated minds behind our financial success – a team driven by expertise, integrity,
and a shared commitment to guiding you toward financial prosperity.
Meet Our Dedicated Money Concepts Team!
Pamela Mayfield-Kizzee, MRFC, is a seasoned Financial Advisor and Wealth Manager with over two decades of experience in financial and retirement planning. She began her career in 2002, obtaining her financial services license while excelling in the Oil & Gas industry for over 25 years, holding key roles at Texaco and Chevron in areas like Supply & Trading, Compliance, and International Major Capital Projects.
In 2015, she transitioned to Money Concepts Capital as a Financial Advisor and quickly rose to President, Financial Advising and Wealth Management by 2017. She holds multiple securities and insurance licenses, including Series 7 and 66, and is a Master Registered Financial Consultant (MRFC) affiliated with the IARFC.
A graduate of the University of Houston, with both a Bachelor and Master of Science degree, she also holds an Advanced Certificate from Arizona State University. Ms. Mayfield-Kizzee leverages her knowledge to provide financial planning and investment strategies to her clients.
Pamela Mayfield-Kizzee MRFC is licensed to sell and/or discuss Securities Products only to residents of the states listed: DC, LA, MD, OH, TX
Pamela Mayfield-Kizzee MRFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: TX
Pamela Mayfield-Kizzee MRFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed: LA, MD, NC, TX
ADDITIONAL INFORMATION
Thomas De Jong MS is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CO, DC, IA, KS, MD, MI, MN, MO, NE, NM, OK, SD, WA, WI
Thomas De Jong MS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IA
Thomas De Jong MS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CO, IA, SD
ADDITIONAL INFORMATION
Nathaniel Boyle MS, CFP, MRFC is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CO, FL, GA, IL, KS, MO, NC, NJ, PA, SC
Nathaniel Boyle MS, CFP, MRFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IL
Nathaniel Boyle MS, CFP, MRFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed: IL
ADDITIONAL INFORMATION
David Hackney is licensed to sell and/or discuss Securities Products only to residents of the states listed: FL, NC, PA, SC, TN
David Hackney is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: NC
David Hackney is licensed to sell and/or discuss Insurance Products only to residents of the states listed: NC
ADDITIONAL INFORMATION
Christopher Puffer is licensed to sell and/or discuss Securities Products only to residents of the states listed: CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MD, MO, NC, NH, NJ, NV, OH, OK, PA, SC, TN, TX, VA, WV
Christopher Puffer is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: KY
Christopher Puffer is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CT, FL, GA, IL, IN, KS, KY, LA, MD, NH, NV, OH, OR, TN, VA
ADDITIONAL INFORMATION
Cynthia Helman RFC, CFS is licensed to sell and/or discuss Securities Products only to residents of the states listed: FL, MD, OH
Cynthia Helman RFC, CFS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: OH
Cynthia Helman RFC, CFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: OH
ADDITIONAL INFORMATION
Christopher Blair CFP, JD, MBA is licensed to sell and/or discuss Securities Products only to residents of the states listed: AK, AR, AZ, CA, CO, FL, IA, IL, IN, KS, MI, MO, MT, NC, ND, NE, NM, NV, NY, OK, OR, SC, SD, TX, VA
Christopher Blair CFP, JD, MBA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CO
Christopher Blair CFP, JD, MBA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AZ, CA, CO, FL, HI, IA, IN, KS, MD, ND, NM, OK, OR, SC
ADDITIONAL INFORMATION
Brenna Massaro CFP, CDS is licensed to sell and/or discuss Securities Products only to residents of the states listed: CA, CT, FL, IL, MA, ME, NY, TX, VT
Brenna Massaro CFP, CDS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: VT
Brenna Massaro CFP, CDS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: FL, MA, NY, VT
ADDITIONAL INFORMATION
Andrew Lee CRPS, CFS is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, CO, FL, IA, ID, IN, KS, LA, MD, MN, NV, OR, TX, WA
Andrew Lee CRPS, CFS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IN
Andrew Lee CRPS, CFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AZ, CA, CO, IA, IN, NV, OR
ADDITIONAL INFORMATION
