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Our team
JASON MADERO
Independent Financial Planner
Jason Madero is a dedicated financial advisor with a passion for helping families and business owners achieve their financial goals. With a strong background in life insurance, retirement planning, and investments, Jason brings warmth, expertise, and a personal touch to each client interaction. His specialty lies in long-term financial planning through life insurance, retirement planning, and risk management.
Jason is married to his wife, Jillian Harris, and they are proud parents to their first child, Maverick Cole Madero. The Madero family also includes two lovable French Bulldogs, Olive and Calvin.
HUNTER SHIELDS
Financial planner
Hunter brings a wealth of experience and financial planning knowledge to the team. His focus on asset protection, estate planning, and tax-free income solutions have helped hundreds of families create a brighter future. Over the years Hunter has also mentored other advisors on how to construct portfolios for their clients by using unique financial tools to mitigate risk and taxes. His sound advice helps families safeguard their retirement savings and ultimately leave a legacy to their kids and grandkids.
JAMES JURICA
CFP® CLU® CHFC® RICP®
James has worked in the financial services industry his entire professional career starting right out of college. He has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients’ portfolios while still achieving the returns needed to accomplish the objective of the client. James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, Retirement Income Certified Professional RICP®, and Accredited Estate Planner AEP®.
James is married to his wonderful wife Abbey, and they have a 1 year old son together and enjoy spending time at the lake together.
JAMES DUNN
Senior Advisor
James Dunn has over 30 years of experience helping clients with their Estate and Financial Planning needs. He has conducted workshops and seminars in several states across the country for over 13 years where he has educated more than 4500 individuals on how to properly protect and preserve their assets for their families. This makes him uniquely qualified in his present role as an Estate Planner.
His past experience includes working as a Regional Manager for a national Medicare company and also holding the position as Vice President of a Third Party Administrator assisting more than 25,000 members with their healthcare and financial needs. He has helped design and implement employer benefit plans for numerous companies in order to give employees access to quality financial and healthcare programs.
James is the father of three children and also has three grandchildren.
NYLAH BARRATT
SUPPORT SPECIALIST
Nylah Barratt is the newest member of our Wealth Planners of America Team. She has been supporting advisors in various roles over the past year and is eager to expand her knowledge and experience with Wealth Watch Advisors.
Nylah is recently married and enjoys travel, reading, yoga and spending time with her cat, Nova. She has a very enthusiastic outlook, and we are excited to have her on our team.
ELIZABETH ANN DAVILA
CREATIVE DIRECTOR
Liz Ann Davila joined the Wealth Planners of America Team in April 2022. She has 15+ years of professional experience in graphic design with a focus on ux/ui design and marketing. Liz is responsible for directing and developing all creative work, including print collateral, websites, and many related tasks.
Liz is a fur-mom to two shelter dogs and has a passion for helping animals in need.
DAVID SHIELDS
CHIEF EXECUTIVE OFFICER
Mr. Shields has been mentoring agents & advisors in all aspects of financial planning for the last 30 years. In addition to his role as CEO at Wealth Planners of America, he also serves as the Chief Executive Officer at Wealth Watch Advisors, Inc., an SEC registered investment advisory firm located in Englewood, CO.
David believes strongly in making the best use of all available financial tools to develop client plans that are based on both safe-money solutions and sound investment strategies. He assists financial advisors and agents through education, training, support and implementation of effective planning strategies. Additionally, David works with hundreds of personal clients on a national basis to help them achieve true financial freedom and live the lifestyle they desire in retirement.
David and his wife Lisa, have 3 children and 5 grandchildren who all reside in San Antonio, TX. Outside of work and family, they both enjoy traveling throughout the country visiting with clients, agents and advisors.