Broker Check

Our team

A team you can value.

Get to know your partners in finding financial freedom. Our team was named to the 2023 Forbes Best-in-State Wealth Management Teams list*

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John R. Klein, CFP®, ChFC®

Managing Director & Wealth Management Advisor


Since 2000, John has been dedicated to helping clients identify and pursue their financial goals. He received his bachelor’s in Business Administration from West Texas A&M University and is now a Portfolio Manager and CERTIFIED...

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L. Blake Bailey, AAMS

Wealth Management Advisor


Blake loves building lasting and meaningful relationships with clients. He earned his master’s in History from West Texas A&M University and holds the Accredited Asset Management Specialist™ designation. Blake focuses on...

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Summer Rudder

Director of Client Relations


With over 20 years of experience, Summer is committed to providing outstanding customer service and building meaningful relationships with clients. She is the direct contact for for all account-related...

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Alison Decker

Client Concierge


Alison provides Veritas Legacy Wealth with support for administrative tasks and client management functions. After 15 years in the healthcare industry, Alison moved into financial services. Prior to joining LPL, she worked as Client...
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Jill Klein

Office Coordinator


Serena O'Brien

Senior Marketing Consultant

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