MEET THE TEAM

Yvette Barrera is the Co-Founder of Complete Wealth Strategy with a passion for helping individuals and families develop comprehensive retirement plans. With expertise in cash flow management, tax strategies, investments, estate planning, and healthcare considerations, she ensures her clients have a clear path toward financial security. A graduate of the University of Oklahoma, Boomer Sooner, where she played collegiate volleyball, Yvette applies the same discipline and strategic mindset from the court to her financial practice. Her approach is deeply personal—she views her work not just as a job, but as a mission to guide others toward financial confidence and success. Beyond her career, Yvette serves on the New Braunfels Utility Board. She made history as the first Hispanic female, demonstrating her leadership and commitment to community service. She also enjoys working out, playing poker, traveling, and, most importantly, spending quality time with Mario and their three children. Her drive and dedication make her a trusted partner for clients seeking a well-rounded and personalized financial strategy.

Mario is the Co-Founder of Complete Wealth Strategy with over 25 years of experience in the financial services industry. He spent 20 years at USAA, beginning his career as a P&C underwriter before transitioning into the financial sector, where he specialized in investments, financial planning, and client relationship management. He holds a Bachelor of Science in Biology from Texas State University and a master’s degree in psychology from Penn State University, WE ARE! His diverse academic background enables him to blend analytical thinking with a deep understanding of human behavior, helping clients make confident financial decisions. Mario is dedicated to his role as a fiduciary, always putting his clients’ best interests first in every aspect of his work. Beyond his professional career, Mario serves on the board of a nonprofit dedicated to mental health awareness, demonstrating his commitment to making a positive impact in the community. In his free time, he enjoys saltwater fishing, playing golf, staying active, and testing his strategic skills at the poker table. Above all, he takes the most pride in being a devoted husband to Yvette and father to their three children, cherishing every moment with his family.

Wes is an experienced financial advisor with a strong foundation in the banking industry. Growing up in South Texas, he began his career in banking, where he spent 15 years refining skills in financial analysis and relationship management. Over time, this deep understanding of banking operations and client relations naturally led to a seamless transition into a financial advisor role. Now as a financial advisor, Wes specializes in helping individuals and businesses navigate complex financial landscapes, providing personalized strategies for wealth management, retirement planning, and investment solutions. With a focus on building lasting relationships and trust, he is dedicated to empowering clients to achieve their financial goals through thoughtful advice and tailored solutions. As a lifelong learner, Wes stays committed to staying on top of industry trends, ensuring that clients benefit from the latest market insights and financial tools. Outside of work, he enjoys hunting and spending quality time with friends and family, staying connected to the South Texas community, and most of all spending time with his children.

Ian Bradley is an experienced financial advisor with over 21 years in the financial services industry. Before joining Complete Wealth Strategy, he spent valuable time at Edward Jones, where his passion for helping clients as an advisor flourished. Prior to that, Ian spent 13 years with USAA, developing a solid foundation in real estate and financial services. Throughout his career, Ian has earned a reputation for delivering thoughtful guidance and personalized financial solutions, committed to helping clients and families reach their financial goals. In addition to his professional accomplishments, Ian is actively engaged in his community. He currently serves as the Treasurer on the Executive Committee of the Boerne Little League and dedicates his time as an assistant baseball coach for his two sons. This role allows him to foster a passion for the game and instill the values of teamwork and sportsmanship. Family is at the core of his life, and he deeply values the time spent with his wife and three children, ages 8, 6, and 5 months. When he’s not working or volunteering, Ian enjoys creating lasting memories with his family, playing golf, staying active outdoors, and passionately supporting THE Ohio State Buckeyes.