Call for Complimentary Consultation:
Toll Free (866) 407-4320, (817) 717-3812
Wealth Management with Character,
              Moral Strength and Excellence

 

Our Team

Brian Tillotson, Virtus Wealth Management Co-Founder and Wealth ManagerBrian Tillotson, CPWA®
Certified Private Wealth Advisorˢͫ
BTillotson@VEWealth.com

Brian Tillotson is an investment professional with more than 25 years experience in financial management. After graduating from The University of North Texas with a B.B.A. in Finance, he went to work for MBank, which was soon acquired by Bank One. Before leaving Bank One, Brian was the Asset and Liability Manager for Texas. Brian left Bank One to help raise equity for several telecommunication companies. In those roles, he had many responsibilities including mergers and acquisitions, securing bank debt, raising equity through secondary IPOs, and managing investments. Brian managed over $300 million investments during this period. He also served on two different 401(k) committees; responsibilities included consulting firms regarding investment selection, structuring, and risk management.

Brian started Virtus Wealth Management in 2001 to help people work towards their financial goals. Since 2001, Brian and Virtus Wealth Management have served their clients with innovative and sound practical financial strategies with a priority placed on client services.  In 2016 Virtus Wealth Management and EFC Advisors merged to form V&E Wealth Management in order to add more experience and expertise in different aspects of wealth management. Brian has been married for 29 years to his wife, Amy, and they have three children: Prestyn, 23 Dylan, 20 and Laney 11.   

Brian Tillotson earned the CPWA® Certified Private Wealth Advisorˢͫ designation in 2011.  Brian also holds the Series 7 and 63 registrations with LPL Financial, and Series 66 registration with both LPL Financial and Level Four Advisory Services,  and is a licensed general lines insurance agent. Brian is a registered representative with LPL Financial.   

 


 

Charles Elhoff, Wealth Advisor

Charles Elhoff, CFP, ChFC, CLU
Wealth Advisor
CElhoff@VEWealth.com

Since 1974, Charles Elhoff has been helping clients reduce the stress of managing complex financial affairs by providing high touch financial management. The goal is to give clients the planning necessary for a full and satisfying life.

Through a highly participatory process, Mr. Elhoff helps clients make sure they are following suitable financial strategies. He helps clients develop a risk-adjusted plan designed to provide an efficient and effective blueprint to improving the capability of their wealth-creation goals.

A mechanical engineering graduate of South Dakota State University, Mr. Elhoff began his financial services career in 1974 with Connecticut General. Since receiving his Certified Financial Planner (CFP), Charter Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations, he has been offering wealth management services for successful individuals and entrepreneurial business and professionals.

Long active in the community, Mr. Elhoff has served as chairman of the Arlington Chamber of Commerce and was the chamber's 1994 Member of the Year. He also served as Finance Chairman of Arlington YMCA, was a member of the Citizens Budget Review Committee for the Arlington Independent School District, chaired two school district bond elections, and was awarded Lifetime Membership in the Texas PTA. He also is a past president of the Arlington North Rotary Club, and is currently a member of the Southlake Rotary Club.


Articles written by Mr. Elhoff have been published in the Fort Worth Business Press and Dallas Business Journal. He also authored the foreword to "Prudent Investors Guide to Beating Wall Street at its Own Game."        

 


 

Karen Spence, Virtus Wealth Management Wealth manager

Karen Spence, CRPC®
Wealth Manager
KSpence@VEWealth.com

Focused on building relationships, Karen Spence joined the firm in 2006. Karen holds a B.B.A. in Accounting and Computer Information Systems from the University of Arkansas where she was also a collegiate swimmer.  

She began her career at Sprint as a Software Engineer and advanced to an Enterprise Architect by understanding the functionality of the systems, partnering with her peers and users, and facilitating cross-domain cooperation and communication.  Karen’s strong relationship-building, analytical, and listening skills were the keys to her success at Sprint. Karen left Sprint in 2006 to spend more time with her family and embark on a new career where she could help people.  

Karen joined the firm in 2006 and immediately enjoyed the opportunity to work with clients.  Trust is something that Karen does not take lightly.  She strongly believes in taking care of our clients and feels a responsibility to help them reach their goals.  Karen is known for her focus on customer service, attention to detail, and naturally supportive style.  She works with clients to implement recommended strategies designed to generate results. Karen continuously keeps the clients’ best interests at the forefront and places a strong emphasis on the overall strategy which always revolves around what the client needs – their individual goals and lifestyles.

Karen also has a heart for education and leads our Ladies’ Finance & Fun events, focused on building confidence in women.  She believes the most important part of education is helping our clients use information to make decisions and put their plan into action as they seek to reach their goals.

Karen actively serves in her church community.  She is married to Tip, her high school sweetheart, and is the proud mother of three boys.  She spends most of her spare time with her family and still enjoys going for a swim every now and then.  

Karen Spence earned the Chartered Retirement Planning CounselorSM designation in 2015.  Karen also holds the Series 7 and 63 registrations with LPL Financial and is a licensed general lines insurance agent.  Karen is a registered representative with LPL Financial.

 


 

Mark Mooren, Sales Assistant

Mark Moore, CFP® 
CERTIFIED FINANCIAL PLANNER™
MMoore@VEwealth.com

Mark Moore, CFP® joined V&E Wealth Management in 2015. He has over 30 years of financial services experience having worked at Fidelity Investments, Merrill Lynch, and UBS Financial Services before joining V&E Wealth Management. Mark’s passion is financial planning. He understands that every client has unique financial goals and dreams and deserves a financial plan just as unique.

Mark graduated from The University of Mississippi with a BA in Biological Sciences and The University of Dallas with an MBA in Financial Services. He went on to serve as an adjunct professor at The University of Dallas Graduate School of Management teaching an introduction to financial planning course. 

Mark and his wife, Carrie live in Keller, Texas. They are proud of their two beautiful daughters, Mandy and Maggie. The Moore’s are members of The First United Methodist Church of Keller and are all PADI certified open water scuba divers.

Mark Moore earned the CFP® CERTIFIED FINANCIAL PLANNER™ designation.  He holds the Series 7, 8, 24, 31 and 63 registrations with LPL Financial, and 65 registration with Level Four Advisory Services,  as well as the Texas Group 1 Life Insurance License.

 


 

Amy Tillotson, Virtus Wealth Management Co-Founder and Marketing DirectorAmy Tillotson
Vice President/Marketing Director

Amy Tillotson co-founded Virtus Wealth Management with her husband, Brian in 2001. She currently serves as the company’s Vice President/Marketing Director overseeing marketing and special events along with the office management.

Amy began her career 31 years ago in real estate. Her career included positions with BGI Commercial Real Estate, The Vantage Companies, Bradford Real Estate and Swearingen Real Estate in roles ranging from property management to supporting commercial agents.  She currently manages rental property for Virtus Investments Incorporated.  Virtus Investments Incorporated and their services are not affiliated with LPL and V&E Wealth Management.  

Amy has been happily married to Brian for 29 years and they have three children Prestyn, 23 Dylan, 20 and Laney 11.    

 


 

Josh Hubman, Sales Assistant

Josh Hubman
Wealth Management Assistant
JHubman@VEwealth.com

Josh Hubman joined Virtus Wealth Management (now V&E Wealth Management) in September 2014 in the role of Wealth Management Assistant.  Josh has a B.S. in Finance and Sport Management from the State University of New York College at Brockport.  Josh started his career as a Financial Advisor with AXA Advisors, LLC in 2012 (license currently held with LPL Financial).  He provides assistance in customer service, portfolio analysis, and financial planning.  He is also our main point of contact and specialist for the Virtus Vault, our online financial tool for clients.  

Josh is an active member in the Grapevine community where he lives, volunteering for the town’s festivals. 

Josh holds the Series 7 and 63 registrations  with LPL Financial and is a licensed general lines insurance agent.         
 

 


 

Barbara McCarver, Professional Assistant/Office Manager

Barbara McCarver
Office Manager Arlington Office
BMcCarver@VEWealth.com

For 12 years, Barbara was a supervisor in the accounting and finance department in the corporate office of MSI Data Corporation, a manufacturing firm based in Costa Mesa, California. She received her Bachelor's Degree in Business Management from Pepperdine University, Malibu, CA in 1984.

In 1986 Barbara moved from California to Texas and married her husband Joe, they have been happily married for 30 years.  Barbara and Joe owned their own company for 13 years that sold products for computers, communication connectivity products and microwave communication equipment. 

In 1999, Barbara began working for a financial planner in Fort Worth as a customer service manager before coming to work for EFC Advisors in 2001. Barbara obtained her Life, LTC, and DI license in 2002.

"Chuck has given me the opportunity to expand my education in the financial planning field and insurance. I really enjoy working with Chuck and his clients; he is a great mentor and really cares for his clients and helps them toward reaching their financial goals," said Barbara.

         

 


 

 

Virtus Wealth Management and EFC Advisors LLC are separate entities from LPL Financial.

Mission Statement
To strive for continued excellence in helping clients toward obtaining their financial goals based on an in-depth understanding of their values and objectives,  and by using sound practical strategies of wealth management.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Level Four Advisory Serivces, a registered investment advisor.
Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial.
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
Arizona, Arkansas, California, Florida, Georgia, Maryland, Michigan, Minnesota, Missouri, Mississippi, South Carolina, Texas, Washington, The Virgin Islands.
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