Meet Our Team

At Turner Wealth Management, we’re easy going, helpful, caring, and treat everyone as friends. We’re experienced, skilled, and professional, but people are what we love most about this business, and building a relationship with your family is our top priority.

The work we’ll do together is important; financial planning sets a roadmap for your future, and we take time to ensure your plan is comprehensive, collaborative, and communicated to you clearly. We strive to help you balance thinking about tomorrow while being present to enjoy today. We’re always there when you need us and never too busy to take your call.

John Turner, CFP®

President

(512) 382-9554

(866) 853-9096

info@turnerwealthmanagement.com

John Turner is the president and founder of Turner Wealth Management, Inc. and an investment advisory representative with Avantax Investment Services℠. With more than a decade of experience in the financial services industry, John is...

Nathan Bitner, CPFA

Financial Advisor

(214) 250-0967

info@turnerwealthmanagement.com

Nathan Bitner is a financial advisor at Turner Wealth Management, Inc. and an investment advisory representative with Avantax Investment Services℠. With more than a decade of experience in banking, mortgage, and financial services,...

Lacy Shaw

Client Experience Assistant

(512) 382-9554

(866) 853-9096

lacy@turnerwealthmanagement.com

As the Client Experience Assistant, Lacy Shaw helps ensure everything runs smoothly for our clients. From first phone call to lifelong relationship, she is here to take care of your needs. Lacy has over 30 years of experience in the...

Loriann Campbell

Marketing Manager

(512) 382-9554

(866) 853-9096

loriann@turnerwealthmanagement.com

Loriann Campbell is the Marketing Manager with Turner Wealth Management, overseeing all of the firm’s communications.