Meet our team
How Are We Redefining Wealth?
At Bluecrest Financial, our dedicated and experienced team is here to help you with everything from protecting your assets to saving for the future and building your wealth. We tailor our strategies to fit your unique needs, by taking a holistic approach and focusing on redefining your experience with financial professionals through concierge service to every client.
Meet the Team
-
Financial Advisor
Angie earned a master's degree from Sul Ross State University and a bachelor's degree from the University of Texas Permian Basin. She serves individuals, families, and businesses by building relationships and educating them on impactful strategies that empower them to achieve their financial goals. She is dedicated, attentive, and focused on providing excellence at all times. Raised just north of Odessa on a cattle ranch, Angie is proud to call west Texas her home. Her family has instilled within her the value of heritage and the significance of legacy. Throughout her life, Angie has devoted herself to her community. Angie is a sustaining member of the Junior League of Odessa and has served on various boards. Currently she serves as the President of the Medical Center Health System Foundation Board, Odessa Chamber of Commerce Board of Directors, Education Foundation Board of Directors, the board of directors for Samaritan Center, the UTPB President's Council and chairs the fundraising committee for UTPB athletics.
-
Financial Advisor
Shad Robertson began his career in the financial services business in 1993. Since then, he has been a sales manager, a General Agent, and in private practice as a financial services professional. Shad enjoys working with his clients on comprehensive planning by taking a look at the total financial picture in order to provide sound advice in all areas of their financial needs. Shad graduated from Texas Tech University with a Bachelor of Business Administration in Finance. In 2000, he obtained his certification as a CERTIFIED FINANCIAL PLANNER® Professional, as well as receiving the designation of CLU from The American College.Raised in Big Spring, Texas, Shad and his wife Angela currently reside in Weatherford, Texas. Like many Texans, Shad enjoys hunting and fishing in his spare time, as well as spending time with his family.
-
Financial Planner
Key is a Veteran of the U.S. Army, having served eight years as an Infantry Officer deploying worldwide and continuing his service in the Army Reserves today. Preceding his Army career, Key graduated with a B.S in Economics from Texas A&M University in 2015, and is proud to call himself a native Texan, born and raised. Key chose a career in financial planning following the fulfillment of serving the country at large. He was ready for his next path: serving others by guiding them in their financial journey. Whether planning for a client's business or personal financial goals, Key's dedication to building lifelong relationships is his passion. Outside of work, Key enjoys working on his classic truck, fitness, a round of golf, and spending time at the lake or in the mountains.
CRN202806-8907330
-
Financial Services Professional
Gary is a dedicated member of the Permian Basin community who strives to serve people in a way that positively impacts their lives. Before joining Bluecrest Finanical, Gary worked in management at the Odessa Country Club where he was a member of the Club Managers Association. Gary is also a graduate of the Dale Carnegie Program. Currently, Gary is actively involved in his church, Saint Elizabeth Ann Seton Catholic Church. He enjoys his time working on the ACTS Core team and teaching CCD classes. Gary's commitment to service and excellence makes him a valuable team member at Bluecrest. He truly cares about the clients he serves and works hard to meet their needs. Gary is down to earth and prides himself on building relationships in the community. In his free time, Gary enjoys playing soccer and spending time with his family. He and his wife Jessica have three children, Bryson, Conor, and Rory.
-
Financial Services Professional
Sophie Robertson is a Financial Services Professional dedicated to building meaningful strategies for individuals, families, and businesses to help them achieve their financial goals. Sophie graduated from Southern Methodist University with a Bachelor of Science in Economics. She is a proud Mustang and is active in SMU's young alumni network.
Prior to joining Bluecrest Financial, Sophie worked in Deloitte's Transfer Pricing practice, where she served some of the firm's largest and most complex clients. Through this experience, she developed a strong analytical foundation and firsthand insight into how strategic financial decisions impact outcomes. She is a problem solver and committed to providing the highest level of client service.
Sophie is passionate about serving her community and caring for others. She currently resides in Fort Worth, Texas with her husband, Braden, and their son, James. Outside of work, she loves spending time with family and friends and can often be found at the newest, hip restaurant in Dallas or Fort Worth.
CRN202901-10299494
-
Financial Services Professional
Sage Good is a financial planner with a deep passion for helping families make informed financial decisions and achieve their long-term goals. Growing up in West Texas, Sage developed a strong work ethic and an appreciation for the values of community and responsibility. He graduated with a finance degree from Texas Tech University, and soon after, he embarked on a career dedicated to making a difference in people's lives through his access to a wide variety of products and services to help meet your financial needs. With years of experience, Sage specializes in helping families manage their wealth, plan for retirement, and build a secure financial future. His approach is centered around understanding each family's unique needs and challenges, and crafting strategies that align with their values and aspirations. Sage currently resides in Fort Worth, Texas, with his wife, Krista, and their daughter, Katherine. Outside of work, he enjoys spending time with his family and fitting in a round of golf.
-
Executive Assistant
-
Executive Assistant
Meet Bluecrest Financial Alliances
Through our partnership with Bluecrest Financial Alliances, we have access to their resources and specialists including the following:
-
Chief Executive OfficerJason currently serves as the General Agent of BLUECREST Financial Alliances, A financial service firm that is grounded in supporting Advisors and their practices. Our Purpose is to foster collaborative relationships that create unique and meaningful legacies, and our vision is to become the most prominent financial planning firm through partnerships with world class risk and wealth management advisors. His responsibilities include but are not limited to recruiting, developing and leading new associates to this financial organization. That success is measured by the agency achieving six consecutive MassMutual Chairman's Trophies. The Chairman's Trophies also represent the aggregate success of the agents associated with Bluecrest Financial Alliances*.
Bach joined MassMutual Tennessee in October of 2003 as the Investment Specialist. In June of 2004, he was named Sales Manager and was named Rookie Sales Manager of the Year during his first full year. Within four years Jason became a General Agent and Managing Partner with MassMutual Tennessee.
Prior to joining MassMutual Tennessee, Jason was the Vice President for the Southeast Region with OppenheimerFunds from 1998 to 2003 and Vice President for John Nuveen & Company from 1993 to 1998. Jason developed and implemented financial strategies to registered representatives in Tennessee, Alabama, Georgia, Florida, North and South Carolina. In his roles he developed multiple investment strategies for individuals, business owners, trusts, charitable organizations and endowments. His responsibilities also led him to be the guest speaker at over 800 client events on topics such as the economic market, the financial market, global investing, stock options and retirement planning.
Jason is a graduate of Florida Atlantic University where he majored in Finance. An alumnus for Delta Sigma Pi and the Financial Management association. He has completed the Certified Financial Planner educational program and has been designated as a Certified Financial Planner practioner. Jason has also earned his Certified Long Term Care designation.
Jason resides in Plano, TX with his wife Meredith and their two children Hannah Rae and James Alexander. When he is not spending time with his family, church, work, and hunting he will squeeze in a game of golf.
*Recognized by Massachussetts Mutual Life Insurance Company (MassMutual) based on sales and growth of the firm. Recipeint firms are general agencies of MassMutual.
Chief Executive Officer
-
President
Shey earned his Master's in Business Administration (M.B.A.) from Texas A&M University - Commerce. He started his career as a financial advisor in 2011. He joined Bluecrest Financial Alliances in January of 2018 and became President and General Agent February 1, 2023. When he is not busy with work, he enjoys spending time on Lake Ray Hubbard with his wife, Regan, and their four kids (Liam, Lucan, Stella and Reid). Shey and his family live in Rockwall, Texas. Shey and Regan are passionate about supporting non-profits that assist young mothers and fight to prevent human trafficking and while helping those victims.
President
-
Agency Pension Specialist
Ryan Hill graduated Cum Laude from Stephen F. Austin State University in Nacogdoches, Texas, in 1998, with a BBA degree in Business with a concentration in Finance. Ryan joined the financial services industry in 2001 after acquiring an extensive management background with one of the country's leading retail organizations. His industry specialization includes providing personal advisory services to business owners and executives. Ryan also provides specialization in qualified plans. He has developed a team of individuals to assist in supporting his service and processes. Additionally, Ryan is the Agency Pension Specialist for Bluecrest Financial Alliances, as well as holding the designation of ACCREDITED INVESTMENT FIDUCIARY (AIF).
Ryan has been active as Treasurer with the Dallas - Ft. Worth SFA University Alumni Association as well as an active member of Dallas HR, and the Dallas Alumni Chapter of Beta Gamma Sigma, an international honor society recognizing business excellence. He has been married since 1999 and is the proud father of twin sons and a little girl. His favorite leisure time activities are spending time outdoors, CrossFit training with his family, and enjoying a round of golf.
Registrations and Licenses
FINRA (www.finra.org) Series 7 Registration (General Securities Representative)
FINRA Series 63 (Uniform Securities Agent State Law Examination)
FINRA Series 65 Registration (Uniform Investment Advisor Law Examination)
Group I Insurance License (Life, Health and Disability)
ACCREDITED INVESTMENT FIDUCIARY (AIF)® Designee
Agency Pension Specialist
-
Paraplanner
Cody acquired his Bachelors of Science in Business Administration - Finance from Oklahoma State University. He began his career in the financial services industry in 2017 as an agent with Foresters Financial Services. Cody has since worked as a financial services professional, a commercial banking associate, and a financial advisor. Cody joined Bluecrest Financial Alliances in 2023 as a paraplanner.
When not at work, Cody enjoys spending time exploring new restaurants and breweries with his wife and friends.
Director of Financial Planning
-
Vince Synan is the Director of Business and Estate Planning for Bluecrest Wealth Management located in Texas, Oklahoma, Arkansas and Kansas. As the Director of Business & Estate Planning, his principal areas of focus are estate planning, as well as business optimization and transfer planning.
Vince works with tax, legal and financial professionals both regionally and nationally to help achieve the best strategy for their clients. He entered the industry in 1993 and currently he develops strategies for clients with their tax and legal and financial professionals. He maintains securities licenses (7, 24, 53, 63, 66) and maintains his LAH insurance license.
He is a past committee member of the National Association of Insurance and Financial Advisors (NAIFA) and of the Oklahoma Planned Giving Council (the professional education arm of the Oklahoma City Community Foundation), as well as the eMoney field development committee in the early years of its development. Vince has served as a field member on numerous MassMutual Committees (2009-2023), including Life Products Development, Illustrations, and the Business Markets Steering Committee. Vince provides training on business and estate topics for financial advisors.
Vince places significance on giving back to the financial services industry and to non-profit organizations that serve communities. Vince lives in Edmond, Oklahoma with his wife. They have four children, two sons-in-law and two grandchildren.
Director of Business & Estate Planning