Wakeley Financial Services
Our People
Mark A. Wakeley, CFP®, EA
Mark A. Wakeley is a Certified Financial Planner and an Enrolled
agent. Mark is the president of Wakeley Financial Services, an Advisory Representative of Karsten Financial LP, and a tax preparer. Mark graduated from the University of North Texas and entered the firm his
father, Travis Wakeley, founded in 1986. Mark holds FINRA
series 6, 7, 63 brokerage licenses as well as life and health
insurance licenses.
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Email: Mark@wakeleyfinancial.com
Julie A. Wakeley, RP®
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Julie A. Wakeley is a Registered Paraplanner and a tax preparer for Wakeley Financial Services. Julie graduated from Tarleton State University and began working with the family business in 2013. Julie is also a commissioned notary public.
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Email: Julie@wakeleyfinancial.com
Judy L. Morgan
Judy L Morgan is an office manager and a tax preparer
for Wakeley Financial Services. Judy graduated from
Texas Christian University and began working for the
family business in 1986. Judy is a commissioned notary
public and may notarize documents in any county of Texas.
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Email: Judy@wakeleyfinancial.com