Our Team

Real people making a real difference in our clients’ lives.

YellowWood Wealth Solutions opened its doors in 2018 after breaking away from a big Wall Street firm. Having spent years working for one of the largest brands in our industry, we yearned for the independence to return to the purest virtue of our mission; in everything we do, we put the clients’ best interest first. With over 60 years of combined experience, we are held to a fiduciary standard that legally binds us to this mission.

At YellowWood, we prioritize our clients before our team, and our team before the individual. That said, our team members are the foundation of our firm and the experience our clients receive. We are proud of having a culture that empowers everyone to have a voice about how to improve all facets of YellowWood.

Experience and education are critical to providing great advice. We invest in our team members to make sure they are not only qualified but continue to seek out opportunities to grow their knowledge base. Many of our team members have multiple professional designations, most notably their CFP®, which stands for CERTIFIED FINANCIAL PLANNER™ and is the standard of excellence in our industry for financial planning acumen.

While helping our clients live full and meaningful lives is our day job, each of our team members also moonlights as a real person. Connecting with our clients, human to human, is one of our greatest assets. We try to get to know our clients on a deep level because life is a journey and as your financial partner we take your success personally. We celebrate together, we laugh together, and sometimes we even cry together. To us, that’s the only way to do the job.

His career has taken him from socks to stocks
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A native Texan
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Favorite place is at any concert

Les Watson, CFP®, CPWA®, CIMA®, RMA®, CEPA®

Managing Director - Wealth Solutions

Has a tool for everything, just in case
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Chopped down a 100 foot tree by hand
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Always happy to play bartender

Jason Rericha, CFP®, CRPC,®

Managing Director - Wealth Solutions

Kombucha connoisseur
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Believes everything is within walking distance
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Probably listening to a true crime podcast

Mara Kossoff, CFP®

Associate - Wealth Solutions

Aspires to see an NHL game in all 32 arenas
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Once got stuck upside down under a tree while skiing
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Loves DIY projects

Tori Waldman, CFP®

Associate - Wealth Solutions

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Stacy Sizemore, IACCP®

Chief Compliance Officer

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Paul Dalton, CISSP®, DDPS®, CCNA®

Chief Technology Officer

My first set of wheels was a 1980s Buick
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Never met a houseplant I didn’t love
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I’m not a regular Aunt, I’m a cool Aunt

Katie Harclerode

Associate

You deserve more from life than to travel someone else’s path.

Let us help you navigate the road less traveled.