Versatile Wealth Management

Happy work anniversary to Ana Lopez. Ana serves as an Associate Financial Representative on our team. We are grateful for everything she does to ensure our clients have a positive experience and for everything she does to help out the team. Join us in celebrating Ana!

Wishing a happy work anniversary this month to Barrett Lynch! Barrett is a Qualified Plan Associate and has been with our team since 2023. He has brought expertise, precision, and care to everything he does to help our clients.

Join us in welcoming the newest member to the Versatile team, Drew Cable. Prior to joining the Versatile Wealth Management team, Drew’s work experience began as a part-time assistant in a prominent Missoula, Montana, law firm while still in undergraduate school.

She later became a full-time legal assistant to the firm founder Milton Datsopoulos of Datsopoulos, MacDonald & Lind.

In 2017 Drew moved to Austin, Texas, where she became a partner in a commercial real estate firm. In that role she obtained extensive experience managing and developing class A retail centers throughout Texas for publicly traded owners, REITs, and individuals.

Now calling Sulphur Springs home, Drew enjoys hunting, fly-fishing, snowboarding, and golf. We are so excited to have her!

Stay connected with Versatile Wealth Management wherever you are.

Follow us across our social media channels for financial insights, planning strategies, team updates, community involvement, and a behind-the-scenes look at the people who make Versatile what it is.

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For many business owners, years are spent building a successful business—but far less time is spent planning for what comes next.

The reality is that the strongest exit strategies begin long before you're ready to step away. Planning ahead can create more flexibility, preserve your business's value, and help ensure your transition aligns with your personal, financial, and legacy goals.

At Versatile Wealth Management, we work with business owners to develop thoughtful exit and succession strategies that support the future they envision—for themselves, their families, and the businesses they've worked so hard to build.

Please join us in celebrating Claire Saverino on her one-year work anniversary with Versatile Wealth Management!

Over the past year, Claire has been a fantastic addition to our Operations team. As a Financial Representative Assistant, she has demonstrated dedication, attention to detail, and a commitment to supporting both our advisors and clients, making a meaningful impact on our team.

Claire, thank you for everything you've contributed during your first year. We're grateful to have you as part of the Versatile team and look forward to many more milestones together. Happy Work Anniversary!

Retirement planning is about more than building wealth. It is about creating a strategy for how you'll use it.

While investments play an important role, they are only one piece of the equation. Taxes, withdrawal strategies, Social Security, Medicare, and the timing of retirement income can all have a meaningful impact on your long-term financial picture.

At Versatile Wealth Management, we take a comprehensive approach to retirement planning by helping clients understand how all the pieces work together. With a thoughtful income strategy, you can be better prepared for the opportunities and challenges that retirement may bring.

We're proud to celebrate an incredible milestone for Wes Cooper!

Wes has been recognized as a 2026 Forbes Best-in-State Financial Security Professional, an honor that reflects the dedication, care, and commitment he brings to his clients each and every day.
Anyone who knows Wes knows this recognition didn't happen overnight. It's the result of years spent building meaningful relationships, showing up for clients through every stage of life, and always putting their best interests first. He genuinely cares about the people he serves, and that commitment is evident in everything he does.

This recognition also wouldn't be possible without the incredible team that supports him every day. From our advisors to our operations team, this honor is a reflection of the collaborative culture we've built at Versatile Wealth Management. We are grateful for everyone who plays a role in helping our clients receive the level of service and care they deserve.

Congratulations, Wes, on this well-deserved recognition. We're proud to celebrate this achievement and even more proud to have you leading the way.

Ranking published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo

Happy Birthday to our August birthdays: Wes Cooper, Justin Partlow, Brianna Martin, and Gayle Averitt! 🎉

As summer winds down, we're taking time to celebrate four incredible members of the Versatile team. Each of you brings unique talents, dedication, and perspective that help make our team stronger, and we're grateful for the impact you make every day.

We hope this month brings plenty of reasons to celebrate, time with family and friends, and the opportunity to enjoy everything August has to offer. Wishing Wes, Justin, Brianna, and Gayle a wonderful birthday and a fantastic year ahead!

Building a successful business takes vision, dedication, and years of hard work. Ensuring that success continues beyond your ownership requires the same level of intentional planning.

Whether your goal is to transition your business to the next generation, key employees, or a future buyer, a well-designed succession plan can help protect what you've built, create continuity, and provide confidence for the road ahead.

At Versatile Wealth Management, we partner with business owners to create thoughtful succession strategies that reflect their goals, protect the value they've built, and help ensure their legacy continues for generations to come.