Garden Ridge, TX

Dean Salyer is a highly accomplished and respected professional in the retirement plan and wealth management consulting industry. He serves as the Managing Director, Regional Growth Leader of World Investment Advisors - San Antonio/Austin, a leading firm that specializes in providing exceptional service and support to its clients. With nearly two decades of experience in the field, Dean is the strategic leader who is responsible for setting the firm's values and vision.

Dean is widely recognized for his dedication to providing exceptional service and support to his clients. Under his leadership, his team has grown to become one of the largest within the 60+ WIA Network. He holds a Bachelor's Degree in International Business from Texas Tech University and has earned both the Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) certifications, underscoring his expertise in the industry.

Dean and his wife, Gabi, currently reside outside of San Antonio on their horse ranch with their two daughters, Scarlett and Daniella. The family enjoys traveling and their daughters are involved in Softball, Volleyball and Rodeo.

Janelle Rivera is a seasoned executive with over 25 years of experience in the financial services industry, including a decade in banking. As the Vice President, Director of Operations of the San Antonio office at WIA, Janelle leads the day-to-day operations and plays a critical role in driving operational strategy, optimizing internal processes, and ensuring the delivery of high-quality service across the firm’s client base.

Janelle is a recognized professional in retirement plan services and wealth management. Her leadership is defined by a hands-on, client-first approach that prioritizes efficiency, compliance, and long-term client success.

Outside of work, she enjoys spending time with her husband and their four children.

Joe is a retirement plan consultant and financial advisor with over 20 years of industry experience. A U.S. Army veteran, Joe’s military background instilled the discipline and leadership that shape his client-first approach to retirement planning.

He specializes in guiding plan sponsors, participants, and individuals through the complexities of retirement, with a focus on risk management, strategic plan design, and financial education. Known for his clear communication and practical guidance, Joe helps clients align retirement savings with long-term goals.

Joe partners with employers to create compliant, cost-effective, and employee-focused retirement strategies, and is recognized for delivering impactful education and enrollment meetings.

Services:

• Plan Design & Consulting

• Best Practices for Plan Sponsors

• Education & Enrollment Meetings

• One-on-One Consultations

• Individual Wealth Management

Education:

BBA in Finance, University of Texas at San Antonio

A San Antonio native, Joe lives here with his two fur babies, Odie, and Piao. He loves to travel and explore diverse cultures. Family is central to Joe's life; he cherishes spending time with his five siblings and 18 nieces and nephews. He is also actively involved in several nonprofit organizations and charitable initiatives within the community.

With over 20 years of experience in the retirement plan industry, Dan Clark is a trusted retirement plan consultant and Accredited Investment Fiduciary® (AIF®). He specializes in guiding organizations through the complexities of retirement plan design, implementation, and ongoing management—helping ensure compliance while aligning plans with broader organizational goals.

Dan works closely with businesses and nonprofits to optimize 401(k), 403(b), and 457 plans. His strategic approach focuses on plan design, investment selection, and governance, enabling employers to make informed decisions that support both fiduciary responsibility and employee retirement readiness.

Recognized for his deep knowledge of fiduciary standards and regulatory requirements, Dan helps clients adopt best practices that reduce risk and enhance the overall effectiveness of their retirement plans. His consulting philosophy is rooted in transparency, integrity, and delivering practical solutions that improve financial outcomes and the participant experience.

Dan holds a Bachelor’s Degree in International Business from The University of Texas at San Antonio. He also studied at the University of London and the Universidad Nacional Autónoma de México (UNAM), experiences that provide him with a global perspective and the ability to connect with a wide range of clients and industries.

One of Dan’s career highlights came in 2016 when he partnered with the CFO of a local company to restructure their 401(k) plan. By implementing fiduciary best practices focused on improving plan oversight and optimizing plan design, the company was awarded the prestigious Plan Sponsor of the Year honor—standing out among top-tier plans nationwide.

Outside of his professional work, Dan is committed to community involvement. He has served on the Board of the San Antonio River Foundation and as a Community Advisory Member for Hydro Angels Over Texas. He has also volunteered with Junior Achievement of South Texas to promote financial literacy among youth and supports animal welfare through his involvement with Animal Rescue Connections.

Eddie joined World Investment Advisors in September 2022, bringing with him over two decades of retirement plan industry experience. Since 2004, he has worked exclusively as a Retirement Plan Consultant, supporting a wide range of retirement plans, including 401(k), 403(b), 457(b), and Defined Benefit Plans. He earned his first investment securities registration in 2000 and holds the Certified Plan Fiduciary Advisor (CPFA®) designation.

Born and raised in Houston, Eddie married his wife, Martha, in 1998. They have three children and have called Central Texas home since 2014. In his free time, Eddie enjoys cooking for his family, volunteering at his church, and listening to all types of music—especially live performances.

Brittany joined the World Investment Advisors team in August 2024 as a Relationship Manager. She has over five years of experience in the retirement industry, with a strong background in client service and financial education.

Her retirement journey began at Rocket Dollar, a retirement startup, where she spent more than three years leading the Customer Success Team. During her time there, she helped thousands of clients manage self-directed retirement accounts, developing a deep understanding of retirement planning and a commitment to making complex financial topics accessible and approachable. Prior to her work at Rocket Dollar, Brittany served as the Executive Administrator at the Austin Film Festival. It was there that she discovered her passion for client-focused work and honed her communication and organizational skills.

Brittany supports plan sponsors with personal guidance and exceptional service. She leverages her combined experience in customer success and retirement planning to help clients navigate their retirement needs with confidence. Passionate about empowering participants on their path to financial independence, she is committed to continuous learning and professional development. Brittany holds the Series 65 registration and stays up to date on industry trends to provide informed, tailored support. She earned her degree in Performance and Production from Texas State University, where her enthusiasm for communication and client connection began.

Nick Gonzaga joined World Investment Advisors in May 2024 and serves as Manager, Plan Retirement Consultant. He has 20 years of financial services experience that has encompassed retirement plan consulting, investment analysis, and client services. The last three years have been specifically focused on private market investments for self-direct retirement accounts.

Prior to that Nick managed small to large-market defined contribution and benefit plans at a well-established benefit consulting firm headquartered in Houston. Nick was also a primary part of the team that established the retirement services division at CLS Partners, LLC.

Nick earned his bachelor’s degree in Film Theory from University of California Santa Barbara and spent his early career on various film and television sets in Los Angeles, while working at one of the world’s largest variable annuity providers in AIG SunAmerica. Nick has been securities registered since 2006 and maintains his Series 7, 63, and 65 registrations and he assists clients with investment analysis, fiduciary liability and plan design consulting.

In his spare time Nick enjoys spending time with his wife and their two teen children, or as Nick would say, “Most of the time, I enjoy my children. I love them, even though they’re teenagers.”

In March 2016, Desiree joined the team as a Relationship Manager. Her role revolves around the meticulous oversight of day-to-day plan operations, encompassing vital responsibilities such as addressing participant and plan sponsor inquiries, orchestrating essential Plan Due Diligence and Employee Education meetings, and collaborating seamlessly with our Relationship Managers to fulfill an array of operational imperatives.

What truly sets Desiree apart is her unwavering commitment to delivering attention to each client's distinct needs and objectives. This dedication forms the cornerstone of her approach to providing a level of service that consistently exceeds expectations.

Desiree's academic background includes a degree in Business Fundamentals from The University of Phoenix, San Antonio, which significantly bolsters her prowess in her managerial role. Beyond her professional commitments, she treasures her leisure time spent with her daughters.

Frank Flores Jr. is a seasoned financial professional with over a decade of experience in the financial services industry, specializing in retirement plan services and employee education. As a Relationship Manager, Frank works closely with clients to deliver customized retirement solutions, provide investment education, and ensure exceptional service throughout every stage of the client relationship.

Prior to joining World Investment Advisors, Frank held several positions over five years at J.P. Morgan Chase and ten years at Capital Group American Funds, where he focused on retirement plan consulting, advisor support, and bilingual enrollment education.

Frank studied Communications at the University of Arizona and holds the Chartered Retirement Plans Specialist℠ (CRPS®) designation, along with the SIE, Series 7, and Series 63 registrations.

Outside of work, Frank enjoys spending time with his wife, Teresa, and their son and daughter. He’s an avid golfer, a sports enthusiast, and an active community volunteer, regularly supporting organizations such as Haven for Hope. Guided by a client-first philosophy and a focus on long-term success, Frank is dedicated to building meaningful, lasting relationships rooted in trust and results.

Clayton Boone is the Managing Director, Wealth Management Advisor at World Investment Advisors and the Practice Lead for the Financial Solutions Group at World Investment Advisors. With more than 15 years of experience in financial services, Clayton has worked at some of the world’s largest asset managers and premier wealth advisory firms. He holds both the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations, considered the gold standard in the industry.

In his dual role as Managing Director and Practice Lead, Clayton helps retirement plan participants navigate their financial options with clarity and confidence and his professional passions include leadership, coaching, marketing, and meaningful participant engagement.

Outside of work, Clayton enjoys spending as much time as possible with his wife and three children—whether building LEGO creations, going on family outings, or being present in the day-to-day moments that matter. He also enjoys cycling, travel, and playing bartender for friends and family. Clayton finds joy in creativity and staying grounded in the relationships and experiences that mean the most.

As a CERTIFIED FINANCIAL PLANNER® professional, Ben provides financial planning, wealth management, and investment services to his clients to help guide them through the crucial choices they face to bring their financial goals into reality.

Ben lives in San Antonio with his wife, Stephanie, and three boys. After an exciting career as a professional cellist, Ben turned his attention to helping others create a vision for their future and make smart decisions with their money. Ben enjoys spending time with his family, exercising, cooking, and occasionally playing cello for Broadway Across America shows at the Majestic Theater.

Areas of focus include:

- Financial Planning

- Investment Advice and Portfolio Design

- Retirement Goal setting and Income Planning

- Business Succession Planning

- Small Business Retirement Plans

Registrations and Licensing:

- FINRA Registrations: Series 66

- Texas Dept. of Insurance Life, Accident, Health and HMO

Anthony Bui joined World Investment Advisors in March 2025 and serves as Director, Retirement Plan Consultant. He brings nearly 15 years of retirement industry experience and enjoys helping plan sponsors implement the right plan design—one that not only achieves the company’s goals, but more importantly, helps participants meaningfully plan and save for a dignified retirement.

Anthony prides himself on being a lifelong student of the business, consistently seeking opportunities to deepen his knowledge and expertise. He earned his Bachelor’s degree in Finance and Master of Business Administration from the University of Houston. He currently holds the Series 7, Series 63, and Series 65 registrations and Chartered Retirement Plan Counselor (CRPC®) designation. Over the past decade, Anthony has worked for two premier recordkeepers, where he has served more than 300 plan sponsors—assisting them with fiduciary responsibilities, risk mitigation, investment strategy implementation, and annual compliance testing and audits.

In his spare time, Anthony enjoys being with his wife, Veronica, and their two daughters, Elyse and Lori. He is also passionate about giving back through mentorship and has been an active Big Brother with the Big Brothers Big Sisters Youth Mentoring Program for the past 10 years.

Anthony’s commitment to continuous growth, combined with his drive to help others, forms the foundation of the quality, integrity, and value he brings to our organization, plan sponsors, and participants.

Bill is a seasoned Financial Services professional with 11 years of industry experience helping clients navigate complex financial landscapes to achieve their goals. Throughout his career, he has demonstrated expertise in wealth management, estate planning, and strategic investment solutions. Bill holds a bachelor’s degree in communications from Wayland Baptist University. Bill holds the Series 7, Series 66 and Texas Life and Health Insurance licenses.

Beyond his professional accomplishments, Bill likes to spend time with his wife Lindsay, daughter Kate and dog Rosie Jane; he spends weekends coaching Kate’s soccer team and following Texas Tech athletics. Bill also likes to spend free time on the golf course, hunting or barbequing for family and friends. Bill believes in striking a balance between professional dedication and personal fulfillment, attributing his success to the unwavering support and grounding influence of his family.

Mike brings over 20 years of experience in financial services to his role as a Wealth Management Advisor on the World Investment Advisors team. He is dedicated to helping clients navigate a wide range of financial planning strategies, with a focus on achieving both short-term goals and long-term financial security. Mike holds the CERTIFIED FINANCIAL PLANNER®(CFP®) designation, reflecting his deep commitment to professional excellence and client service.

Throughout his career, Mike has guided individuals and families through critical decisions around retirement planning and portfolio management. He approaches each relationship with a long-term perspective—helping clients not only build and protect wealth but also think beyond themselves to create meaningful legacies.

Mike earned his bachelor’s degree in Liberal Studies from Our Lady of the Lake University and holds the Series 65 registration as well as Texas Life and Health Insurance Licenses.

Outside the office, Mike enjoys spending quality time with his wife and their four children. His hobbies include weight training, woodworking, barbecuing, and enjoying the outdoors. A fan of the arts, Mike has acted in over 20 films—his work can be found on his IMDb profile. One of his favorite ways to unwind is hitting the dance floor with his wife whenever the chance arises.

Sarah joined the San Antonio team in February 2019, where she is responsible for the day-to-day operations for Wealth Management. With several years in the banking & financial investment industry, she is extremely detail-oriented and is always client focused. Sarah works closely with each Advisor to ensure each client's needs & objectives are executed correctly and concisely.

Although native to California, Sarah loves being a Texan! In her free time, Sarah enjoys music, reading, writing, going to church and spending time with her husband & their two boys.

Veronica joined the team in October 2022 as an Associate of Client Services. In this role, she supports the Wealth Management Team, manages company benefits, and serves as a Human Resources liaison. With over 20 years of experience in the HR field, she brings a strong foundation in attention to detail and operational efficiency—skills that seamlessly translate to her current responsibilities.

Veronica was born and raised in San Antonio, TX. She majored in Fashion Management at the University of the Incarnate Word and Business Management at the University of Texas at San Antonio. She is currently working on receiving a Senior Professional in HR certification.

In her free time, Veronica and her husband are avid sports fans that enjoy traveling, weekend road trips with friends, and UTSA tailgating.