Meet The Team
The team behind The Wehrly Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Patrick J. Wehrly CEO
Patrick founded The Wehrly Group in 2005 and serves as our firm’s mentor. As a financial professional who can offer investment and insurance products and services, Patrick possesses a vast knowledge of taxes, Social Security, Medicare, financial planning, securities and insurance. His love of learning helps ensure that our office is up on the latest information and products designed to fit any retirement plan.
Away from the office, Patrick enjoys serving in ministry, sailing and spending time with his family and pets.
DANIEL S. MARTIN President
Daniel Martin has been assisting pre-retirees and retirees for years in the great state of Texas. He has taught countless clients how to preserve their assets, increase their retirement income, and reduce their taxes. He has shown great compassion for his clients by digging into, not only the financial aspects but how their very own taxes can help or hurt their overall financial situation. On top of being a valuable financial advisor, he also is our president and oversees our tax preparation division.
Daniel attributes his success to his Lord and Savior, Jesus Christ, first and foremost, along with a great team of passionate co-workers. Daniel and his wonderful wife, Erricka, have six children: three boys and three girls. They lead the Marriage Ministry and lead a homegroup for their church, love spending time with the family traveling, and soak up all the time they can get with their grandbabies.
At The Wehrly Group, we have a fabulous office staff! These ladies have all been with our group for more than ten years and counting. They are knowledgeable in every aspect of our business and have great relationships with our clients because of their exceptional customer service.
Ready to Take the Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.