THE FELICIANO FINANCIAL GROUP TEAM

For Jose Feliciano CFP, maximizing people’s financial potential by clarifying their destination and then putting in place steps to help them get there is a passion.  His common sense approach to beginning with the end in mind, gives clients a sense of being able to attain their ideal lifestyle.  His attention to their dreams is every bit as detailed as his attention to their financial health. 

As president of Feliciano Financial Group, Jose takes a comprehensive approach to wealth management. He sees his role as helping people make well-informed decisions about their investments and retirement plans—providing them with greater financial independence, peace of mind, and security.

"My passion is inspiring people to lead their best lives through, proactive planning with the end in mind."

With more than 25 years of experience in the financial services industry, Jose was one of the first financial planners in the Tyler area. He was providing financial planning services even before it was considered to be a profession. As a Registered Investment Advisor, he has demonstrated a consistent ability to protect and grow the hard-earned assets of his clients, many of whom have experienced major life changes including retirement, divorce, or the loss of a spouse.

Jose graduated from the American College of Financial Planning. He holds the Certified Financial Planners designation (CFP), is a member of the Institute for Certified Financial Planners (ICFP), Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU).

He values education as a way to promote professional excellence and is an active member of the International Association for Financial Planning. He has also served as a speaker, panelist and editor at various industry programs, is a regular contributor to the financial sections of CBS and Tyler Today.

The author of 3 books including the Amazon #1 best seller 2HourHouse, Jose continues to explore new opportunities.  For more information about 2HourHouse and the ‘You Can Zone.’  Go to our media section. 

When he’s not working, Jose enjoys spending time with his wife, Wanda, and their beautiful child, April.

John entered the financial services industry in 1990, teaming up with his brother, Jose Feliciano, in Feliciano Financial Group. He has achieved the professional designation of LUTCF (a Life Underwriter Training Council Achievement), and specializes in individual and small group benefits. He attended Tyler Junior College and The University of Texas of Arlington studying Finance. John is an active contributor to the Tyler community participating in organizations such as the Tyler Jaycees, Centurions, the American Heart Association and he is currently the President of his Homeowner's Association. John also enjoys trading foreign currencies.

With over 14 years experience in the financial services industry, Jeff has built his business primarily with successful entrepreneurs, key executives, and pre-retirees. In his never-ending pursuit of success, he has achieved the professional designations of CFP (Certified Financial Planner), CEP (Certified Estate Planner), CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant). With his vast knowledge in all aspects of financial and estate planning, his practice primarily focuses on Comprehensive Wealth Management for his clients. He is a member of the Financial Planning Association, National Association of Financial Advisors, and the National Association of Life Underwriters.  Jeff also serves the firm as a presenter and keynote speaker for many FFG and Affiliated Advisor programs throughout the state.

With 27+ years of management and sales experience in the Financial Services and Banking industry, Lane is Director of Operations of the Feliciano Financial Group and FFG’s Wealth Management, Insurance, and Group Benefit Services.  Since joining FFG is 1996, the firm has grown from eight to a team of 36+ when including Outside Advisor affiliations and other associates relating to subsidiary business operations.  Lane started his career in Mortgage Loan Operations with First Federal Bank Tyler, eventually operating as a Branch Manager and Vice-President.  Possessing Series 6, 63, and 7, Group I Life and Health, &  Property & Casualty licenses along with a LUTCF designation, Lane still maintains a selective clientele in which he provides investment , insurance, & estate planning services.  A long-time contributor to the Tyler community and East Texas area, he is a past Chamber of Commerce Contact Club member, as well as being a past active member of many community philanthropic/service organizations.

Director of Affiliated Advisors & External Acquisitions
Registered Representative*

As Director of Affiliated Advisors & External Acquisitions, Tim is coordinating the geographical growth and outside recruitment efforts of Feliciano Financial Group.  With Series 6 & 63 and Group 1 licenses, Tim offices in north Dallas, and also serves the firm as a Registered Representative with his production focused on the Dallas/Fort Worth area.  He joined Feliciano Financial Group in November 2007 and previously was an investment representative and life agent for New York Life.

Tim is a graduate of The University of Texas @ Austin with a Bachelor’s Degree in Business Administration and had an extensive portion of his career in management within the radio industry.  He is an avid and passionate Longhorn sports fan and also enjoys golf, baseball, running, coaching his son’s athletic teams, and the weekly workout effort of keeping in top physical condition .  Tim resides in Dallas with his wife, Janet and their two sons, Matt and Jake.

Traci Meyer is the Account Manager for Feliciano Financial Group; with over six years of group medical insurance and employee benefits experience. Acting as a liaison between the client, various insurance companies, and vendors, she helps orchestrate the development of benefit programs that meet the specific financial, benefit, and employment objectives of the client. This includes the review of plan design, and communication strategy. Traci directs and manages all account functions of health plan evaluations, marketing, proposal analysis, and daily administration matters including billing and claims data. Additionally, she handles customer service issues providing ongoing Human Resource support and member services functions for the employees and family members of clients.

Deborah Martin joined Feliciano Financial Group in December of 1995, having come from Combined Underwriter's Life Insurance Company in Tyler, Texas. She has been a licensed Health and Life Insurance Agent since November 1992. Deborah specializes in individual health for families and small business owners. Her expertise in underwriting cases prior to the sale makes her successful in placing high risk cases. Deborah is a 1981 graduate of Waller High School in Waller, Texas and a 1983 graduate of Blinn Jr. College in Brenham, Texas. She is also a 1991 graduate of Bish Mathis Institute, formerly known as Tyler Commercial College in Tyler, Texas.

A graduate of the University of Texas at Tyler with a Bachelor’s degree in Finance, Justin was an Honors student and member of Beta Gamma Sigma (a nationwide Business Major’s Honor Society). Justin passed level one of the Chartered Financial Analyst Exam in December 2005. In college, he was named to the National Collegiate Honor Society, the 2005 recipient of the Nan Shertzer Endowed Scholarship, an Academic All-American for the Tyler Junior College Baseball Team, and made the UT/Tyler Dean’s List 2004-2006.

Born and raised in Tyler, Zach is a graduate of Bullard High School. Zach joined Feliciano Financial Group in the late spring of 2007 and is a very valuable and industrious member of the team while continuing to manage a busy curriculum as a student at the University of Texas at Tyler. A student in the field of finance, Zach currently serves FFG in the role of a Client Communications assistant, database coordinator, and internal computer operator.

Hayle joined FFG as a part time assistant in 2007.  She currently is a Senior student at The University of Texas at Tyler having recently graduated from Tyler Junior College with an Associates Degree in Business Administration.  Her plans are to be graduating from UTTyler in the Fall of 2009.  Hayle currently serves as a an Administrative and Sales Assistant in the Financial Divison of the firm. 

Administrative Assistant

Katrina joined the FFG team in April 2008.  She has 30 plus years of customer service experience in various industries and has served FFG as the Director of First Impressions.  She continues to serve the firm in an Administrative Assistant role.

Marketing & Event Coordinator

Lee is a 2008 graduate of University of Texas at Tyler with a Bachelor Degree in Finance. He also obtained an Associate Degree in Business Administration at Tyler Junior College. Past honors and accomplishments include being a Distinguished Achievement Graduate of Brownsboro High School, a recipient of the Mirabeau B. Lamar Medal and Scholarship from a local Masonic Lodge, Chairman of the Finance Project for Students of Free Enterprise, Kiwanas Club Scholarship recipient, East Texas State Fair Scholarship recipient, and TJC Presidents List.

Executive Administrative Assistant and
Client Event Coordinator

Sarah graduated from the University of Texas at Tyler with a Bachelor of Business Administration degree, majoring in Finance. She joined Feliciano Financial Group in January 2009. Sarah was hired to assist with executive operations of the firm which will provide her growth opportunity along with comprehensive exposure to the many facets of the wealth management industry. Along with these responsibilities, she will also act as a Client Event Coordinator specializing in the administrative details of FFG client events.

Sarah resides in Tyler with her son, Jackson Gentry. Sarah’s hobbies include spending time with her family and friends, traveling, church, exercising, and cooking.

Administrative Assistant & First Impressions Coordinator

Lauren is a 2005 distinguished graduate of Brownsboro High School and a 2008 graduate of Baylor University with a Bachelor's of Science in Family and Consumer Sciences, majoring in Child and Family Studies.  She is a recent addition to the FFG team, currently serving as Receptionist and as an Administrative Assistant.  Lauren is single and currently resides in Chandler. Her hobbies include spending time with friends and family, scrapbooking, and baking.

Student Office Assistant

Patricia joined FFG in February 2009.  She is a pre-BSN major at Tyler Junior College and a recent transfer from Texas Women’s University.  Patricia’s hobbies include running, reading, and spending her spare time with friends and family.