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.
ADVISORY TEAM
Glen E. Wright II - CFP ®, AIF ®
Chief Executive Officer
Gregory Goodlett
Chief Investment Officer
Sy Pugh, CLF®
Chief Operating Officer
Nicolas Deboeuf, CFP®
Financial Planner | Project Manager
Sheila Phung
Portfolio Designer
Robin Underwood, CFP® , CFA, CIPM
Senior Financial Planner
TAX & ACCOUNTING TEAM
Sherise Jones - CPA
Managing Partner - Accounting
Cristi A Fowle - CPA
Staff Accountant
Elnie Tran
Junior Accountant
SUPPORT TEAM
Jessica Carnes, AAMS®
Office Manager
Leslie Humphries
Administrative Support Assistant
