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

Jose Feliciano, CFP, CLU, CHFC

Founder, President & CEO

Jeff Feliciano, CFP, CLU, CHFC

Jeff Feliciano, CFP, CLU, CHFC

Executive Vice President

John Feliciano, LUTCF, CLU

John Feliciano, LUTCF, CLU

Vice President Emeritus

W. Lane Norvell

W. Lane Norvell

Executive Vice President Operations

Adam Todd

Adam Todd

VP of Financial Services

Tim Patterson

Tim Patterson

Senior Financial Professional - Dallas, TX Branch

Debbie Martin

Debbie Martin

Account Manager - Individual Health

Allissa Boren Swinney

Allissa Boren Swinney

Group Health Executive

Juanita Feliciano

Juanita Feliciano

Client Engagement Specialist

Yahaira Maldonado

Yahaira Maldonado

Registered Paraplanner and Advisory Assistant

Jessica Plath

Jessica Plath

Registered Relationship Manager

Nathan Luman

Nathan Luman

Registered Paraplanner

Dylan Thomas

Dylan Thomas

Client Associate & CPA

Jennifer Hitt

Jennifer Hitt

Client Relations & Sales Assistant

Angelica Williamson

Angelica Williamson

Client Service Associate

Meagan Williamson

Meagan Williamson

Client Service Associate

Faith Stocks

Faith Stocks

Paraplanning Assistant

Cindy Nash

Cindy Nash

Individual Health Assistant

Karen Love

Karen Love

Group Health Assistant

April Feliciano Wheeler

April Feliciano Wheeler

Marketing and Events Coordinator

Kimberly Hitchcock

Kimberly Hitchcock

FFG Office Concierge

Kathy Johnson

Kathy Johnson

FFG Office Concierge

Candice Smoot

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.

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