Advisors at this firm
Roy P
Series 66
League City, TX
WSA Affiliates, LLC
Roy Piske is a financial advisor at WSA Affiliates, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at WSA Affiliates since 2020, following a two-year tenure at Woodbury Financial Services. In addition to his advisory work, he has been involved in ground operations for Southwest Airlines since 1981, servicing aircraft while they are on the ground. WSA Affiliates, LLC provides advisory referral services and financial planning to individual and high-net-worth clients, connecting them with third-party investment managers and other financial professionals. The firm focuses on coordinating client information and due diligence rather than discretionary asset management or ongoing account reviews.
Candace C
CFP®, Series 66
Salisbury, CT
WSA Affiliates, LLC
Candace Cuniberti is a CFP® with 20 years of industry experience and has been with WSA Affiliates, LLC since 2011. She manages multiple family trusts and serves as treasurer and board member for a charitable Christian Science care facility. Candace also operates a seasonal farming sole proprietorship. WSA Affiliates, LLC provides advisory referral services and financial planning to individual and high-net-worth clients, coordinating with third-party investment managers and other professionals without acting as a discretionary asset manager.
Paul H
Series 63, Series 66
Dallas, TX
WSA Affiliates, LLC
Paul Heemann is a financial advisor at WSA Affiliates, LLC in Dallas, TX, with 26 years of industry experience. He has held Series 63 and Series 66 designations and has been with WSA Affiliates since 2011. Outside of his advisory role, he is involved in administrative services with Robbins, Cobb, Jenkins and Associates PLLC. WSA Affiliates serves individual and high-net-worth clients by providing advisory referral services and financial planning. The firm connects clients with third-party investment managers and other professionals, focusing on coordinating financial plans rather than discretionary asset management.