Feliciano Financial Blueprint™ Consultation
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A Diverse Group of Professionals
Our Team
Feliciano Financial Group
The Feliciano Financial Group has been in business since 1983 serving individuals, families, businesses and professionals throughout Texas. Our open and process-driven, client-centered approach, has helped make us one of the fastest growing and established financial services firms in Texas.
Our Commitment to You
- To conduct our business according to high standards of equity, honesty and fairness.
- To provide competent, prompt, client focused service which, in the same circumstances, we would expect for ourselves.
- To treat all clients with fairness and equity, to assure the best value possible.
- To remain your life-long financial partner to take care of your ever-changing needs.
- To help you reach your life’s financial goals by understanding what is important to you.
Jose Feliciano, CFP, CLU, CHFC
Founder, President & CEO
John Feliciano, LUTCF, CLU
Vice President Emeritus
W. Lane Norvell
Executive Vice President Operations
Tim Patterson
Senior Financial Professional - Dallas, TX Branch
Debbie Martin
Account Manager - Individual Health
Allissa Boren Swinney
Group Health Executive
Juanita Feliciano
Client Engagement Specialist
Yahaira Maldonado
Registered Paraplanner and Advisory Assistant
Jessica Plath
Registered Relationship Manager
Nathan Luman
Registered Paraplanner
Dylan Thomas
Client Associate & CPA
Jennifer Hitt
Client Relations & Sales Assistant
Angelica Williamson
Client Service Associate
Meagan Williamson
Client Service Associate
Kathy Johnson
FFG Office Concierge
Cindy Nash
Individual Health Assistant
Karen Love
Group Health Assistant
April Feliciano Wheeler
Marketing and Events Coordinator
Kimberly Hitchcock
FFG Office Concierge
Candice Smoot
Administrative Assistant
One of East Texas’ Premier Financial Planning Firms
Our mission is to inspire and motivate people to be proactive and to live their lives on purpose. We are proud to have served from our home in Tyler for over 30 years.