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4203 Montrose Boulevard 5th Floor Houston, TX 77006

(713) 561-8100
devaron_yates@wealthdevelopmentstrategies.com
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Retirement Redefined

Around the country, attitudes about retirement are shifting.
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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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Managing Challenges Together

Given the evolving status of the Coronavirus (COVID-19), we want to assure you that Wealth Development Strategies, LLC (WDS) is committed to providing uninterrupted service to our financial professionals and their clients while also maintaining the safety and well-being of our associates.

You can count on WDS at challenging times like this. Our financial professionals and associates have dedicated themselves to delivering quality services that help you navigate life’s uncertainties. We fully expect to maintain high levels of service and responsiveness.

Our Partner, Penn Mutual, has been keeping its promises for 173 years with a record of strong financial performance. They have protected what matters most through recessions, wars and pandemics and have always taken the long-term view. They are well positioned to handle interest rate changes, market volatility and other disruptors.

Given the current COVID-19 situation, we regularly monitor global and local developments as well as guidelines from the Centers for Disease Control and the World Health Organization. We remain confident in the precautions we’ve taken so far and in our ability to operate our business in a changing environment.

Helping you protect what matters is important to us. We hope that you and your loved ones are safe and healthy. Let us know if we can help in any way. 

Wealth Development Strategies, LLC
4203 Montrose Blvd., 5th Floor
Houston, TX 77006
713-561-8100

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Our Process

We create strategies that are tailored to your needs and goals.

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Cash Flow/Tax Planning

Years of experience have prepared us to guide you through your life transitions.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Team Leaders

Devaron Yates

Devaron Yates CFP®

President & Chief Executive Officer

(713) 561-8119

(713) 621-5327

Cheryl Creuzot

Cheryl D. Creuzot, CFP®, J.D., LL.M., MBA

President Emeritus

(713) 561-8110

(713) 621-5327

Stuart Jacobson

Stuart Jacobson, LUTCF

Senior Vice President

(713) 561-8156

(713) 621-5327

Charles Swindell

Charles Swindell

Senior Vice President

(713) 561-8140

(713) 621-5327

John “Thiel” Amiss

President of Amiss Insurance Agency**

(225) 673-4061

Scott Blackley

Scott Blackley

Senior Vice President

(832) 940-7066

(713) 621-5327

Oliver Kneisley

Oliver “Kam” Kneisley, CLU, ChFC

President of Breakaway Retirement, Inc.**

(832) 220-3250

(832) 565 -1989

Constance L. Green*

Constance L. Green*

Sr. Vice President

318-617-7171

318-938-7084

Jonathan Lord

Jonathan Lord

Sales Manager

713-561-8144

713-621-5327

<br /><br /><strong>Career Opportunities</strong>



Career Opportunities

At Wealth Development Strategies LLC, we're not just committed to growing our clients' wealth, we're also dedicated to growing our associates' financial planning practices.

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