Andy began his career with OverRidge, LLC over 20 years ago as an intern while he was studying at the University of Texas at Arlington. Today, he owns the firm.
Andy’s passion for investing started when he was 18 years old while seeking an investment advisor to help him with a small high school graduation gift he’d received from his grandparents. Andy’s passion for helping people came after his grandfather introduced him to his personal investment advisor, Lee Johnson, in 1995. Lee obviously hired Andy, and let’s just say the rest is history.
Andy was awarded a bachelor of Business Administration with an emphasis in Finance from UTA in 1997. He holds the FINRA Series 7 and 63 licenses as well as a general lines license with the Texas Department of Insurance. He lives in Mansfield with his wife, Michelle, and their two sons, Hayden and Jacob.
Besides his work, Andy has a long list of loves … enjoying God, family and friends, being a husband, being a dad, working in the yard, listening to the Rangers games on the radio (the way his grandmother did), Sunday afternoon naps, reading, traveling, working Sudoku Puzzles, doing early morning workouts, turning on the charcoal grill, trying new restaurants, and eating thick cut bacon.
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Dane is accountable for the day-to-day business operations of the company as well as developing and executing company strategic initiatives.
He has been with OverRidge for 19 years, working closely with our staff to maintain our behind the scenes compliance details. He is also an Investment Advisor Representative with OverRidge. He holds FINRA Series 6, 63 and 65 licenses along with a general lines license with the Texas Department of Insurance.
Dane enjoys playing sports, working in his shop and playing with his four young children: Will, Miranda, Sam and Olivia. He and his wife, Chelsea, live in Benbrook and are both involved in different ministries at their church.
Email at: firstname.lastname@example.org
Ron, a native Texan, was born and raised in the Fort Worth area. After a long, successful career in Information Technology, he retired from IT in 2014 to pursue his decades long passion for investing and financial planning. Ron began his investment advisory career in Austin prior to joining OverRidge Wealth Advisors in 2017. Ron is passionate about serving his clients and works hard to develop deep, personal relationships with them and their families. He is also a member of the OverRidge investment committee, which performs ongoing due diligence in terms of investment selection and portfolio construction.
Ron graduated from Baylor University in Waco in 1984 with a BBA in Computer Information Systems and was awarded an MBA with an emphasis on Personal Financial Planning from The Graduate School of Management, University of Dallas in 1994. He holds the FINRA Series 7 and 66 licenses as well as a general lines license with the Texas Department of Insurance. Ron lives in Fort Worth with his wife of almost four decades, Kim, and they have two grown sons, Daniel and Michael, two wonderful daughters-in-law and three amazing grandchildren.
Ron is an active member of Christ Chapel Bible Church in Fort Worth. Outside of work, he enjoys working out on his Peloton, playing golf, riding his bicycle, reading, dining out, enjoying fellowship with family and friends, watching Dallas Cowboys games and traveling to California to spend time in wine country with his grandchildren.
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Eric is a Fort Worth native and is passionate about investments and financial planning. In his role as an Investment Advisor with OverRidge Wealth Management, Eric is responsible for serving and building meaningful relationships with new and existing clients of the firm. He is also a member of our investments committee, which performs ongoing due diligence into our client’s investments.
Prior to joining OverRidge, Eric worked as an External Wholesaler for a Dallas-based mutual fund company where he was responsible for managing business relationships across a territory of 15 states. He is a graduate of Dallas Baptist University where he received a Bachelor of Science degree and a Master of Business Administration in Finance. He currently holds FINRA Series 6, 63 and 65 licenses.
Eric and his wife, Maggie, met at church when they were children and were happily married in 2016. They live in Fort Worth with their one-year-old son, Nash, and their dog, Zeke. In addition to spending time with family, some of Eric’s hobbies include playing golf, hunting, fishing, watching Dallas Cowboys’ games, and working on projects around the house.
Email at: firstname.lastname@example.org
Maria was born and raised in Mexico but has found a home with OverRidge as a quantitative trading analyst and trader. Numbers and fashion are her passions. When it comes to discriminating stocks or clothes, she makes sure she follows the trend.
Maria is an educated powerhouse, carrying four master’s degrees in the following areas of concentration: Finance from Universidad Autonoma Popular del Estado de Puebla (UPAEP) in Mexico, Economic Relations from Oklahoma State University, International Management from Texas Christian University, and Marketing from University of the Americas (UDLAP) in Mexico. She is also a member of Phi Kappa Phi, one of the highest academic honors nationwide. Her bachelor degree is in Business Administration, with the magna cum laude honor.
Maria not only applies her expansive education to help develop the systematic trading system for OverRidge but also brings a wide variety of talent into the table, including her analytical approach and creative spirit. Before joining OverRidge, she worked in the energy industry as a junior trading analyst at First Choice Power, Texas. In addition, she has experience in marketing research, winning the well-known international contest named SLADE (The Latino American Society of Strategies) by analyzing the knowledge and usage of electronic money in Mexico.
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Maureen is an Investment Advisor who comes from a sales and marketing background. She has often been accused of greeting everyone she meets and striking up a conversation. She has lived in Arlington for 30 years.
Maureen’s focus in our firm will be developing new clients and nurturing existing client relationships. Her background includes working in the office supply industry, having a home-based business and selling supplemental insurance. She holds a FINRA Series 65 license along with a general lines license with the Texas Department of Insurance.
In her free time, Maureen is active in her church, involved with IF:Gathering (a women’s event), likes to craft and walk with her dog Lexi. Maureen and her husband, Brad, have two children and a great son-in-law.
Email at: Maureen@overridge.com
Pat is well known in the office as a joy to be around; chat with Pat and you will hear a constant smile in her voice. She offers not only excellent customer service to our own clients but also has a professional rapport with other staff members at numerous companies that she deals with daily.
She came to OverRidge after nearly 30 years of insurance experience and financial service. Pat first started working in the insurance field in 1982 for South Atlantic Life Insurance Company, a small family owned company in Charleston, S.C. She has also worked for Human Affairs, a subsidiary of Atena. After having spent time at home raising two sons, Pat went back in the insurance field, working for State Farm.
Her professional career outside of insurance includes the financial industry as a registered assistant. Her licenses include: Property and Casualty, Health and Life, FINRA Series 6 and 63.
Email at: firstname.lastname@example.org
After spending several years as an assistant to the provost of a local liberal arts college, LaDorne was invited to join the staff of a small financial planning firm. With attention to detail and organization, it was a good fit, and she has served as an administrative assistant in back office support for the past ten years.
Married with two grown children, LaDorne divides her time away from the office with three passions: gardening, entertaining and heirloom sewing.
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Judy has been at OverRidge since 2014 and works in the back office in client services. She helps provide customer service to clients and takes on any project given to her. With more than 20 years of experience in event planning with nonprofits, Judy also coordinates our client appreciation events and lunch and learns. She has a Bachelor of Arts degree in Communications with an emphasis in Journalism from University of Texas in Austin.
She lives in Hudson Oaks with her husband, Tom. The two enjoy visiting their grown children, David, Rebekah and Samuel, whenever possible. They are involved in several ministries at their church and especially enjoy attending Texas Rangers baseball games.
Email at: firstname.lastname@example.org
Russell is an example of how unique OverRidge really is. As our Corporate Chaplain, Russell is committed to praying for our firm, for our staff and for our clients. He also leads our staff in a weekly devotional.
Russell is both a gentleman and a “gentle” man. He has a heart for people and serving others. If you spend any time with Russell, you can’t help but smile.