Team

Meet Our Team

The Worth Advisors team values the craftsmanship of innovative planning and wealth management solutions to serve the specific financial needs of our clients.

Glen E. Wright II - CFP ®, AIF ®

Chief Executive Officer

Sherise Jones - CPA

Managing Partner - Accounting

Gregory Goodlett

Chief Investment Officer

Sy Pugh, CLF®

Chief Operating Officer

Robin Owens

Administrative Assistant

Nicolas Deboeuf, CFP®

Paraplanner

Jessica Cale, AAMS®

Client Services Advisor

Tonya Hernandez

Accounting Assistant

Megan Duran

Client Services Advisor

Makeda Lara-Brown

Staff Tax Accountant