Veritas Legacy Wealth | Financial Advisor | Retirement Planning | Investments

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*

Want to learn more? Contact us at info@veritaslw.com

John R. Klein, CFP^®, ChFC^®

Managing Director & Wealth Management Advisor

806-699-5251

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...

L. Blake Bailey, AAMS^™

Wealth Management Advisor

806-699-5253

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...

Summer Rudder

Director of Client Relations

806-699-5246

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...

Jill Klein

Office Coordinator

806-699-5250

Jill Klein serves as the Office Manager at Veritas Legacy Wealth. With a background and degree in Social Work, Jill brings a unique blend of compassion and organizational skills to the role of Office Manager. As a key contributor to...

Abigail Coffee

Wealth Management Assistant

Abigail.Coffee@VeritasLW.com

Originally from Dalhart, Texas, Abbie graduated from West Texas A&M University in May 2024 with a bachelor's degree in Economics, specializing in Law & Economics. During her time at WTAMU, she gained valuable experience as a...

Harley Cooper

Client Concierge

Harley.Cooper@VeritasLW.com

Harley provides Veritas Legacy Wealth with support for administrative tasks and client management functions. As a member of the Admin Solutions team with LPL Financial, Harley loves building relationships with clients and helping them...

Serena O'Brien

Senior Marketing Consultant

Serena is part of LPL's Strategic Wealth Services team, providing support and tailored marketing strategies to Veritas Legacy Wealth. She brings more than 15 years of traditional and digital marketing experience in insurance and...