What Matters Most

At Crossmark Wealth Management, we fundamentally believe that alignment with your values should be central to investment decisions. That's why we focus each day on delivering the tools, solutions, and innovation necessary to make investing with purpose a reality.

Service
Integrity

We do the right thing.

Service
Courage

We dream big, we give our all, and we are not influenced by fear.

Service
Commitment

We dedicate ourselves to serving our clients, our community, and our coworkers.

Service
Proficiency

We are passionate about business expertise.

Service
Professionalism

We represent ourselves and our constituents with excellence.

Meet Our Team

  • Michael L. Kern, III, CFA®

    President & CEO

    Mike Kern has been President and Chief Executive Officer of Crossmark Global Investments and its related entities since May 2015. Before joining Crossmark, he was President of Stout Risius Ross, a financial advisory firm he had joined in 1996 as an analyst. During his 19-year tenure with Stout and before being appointed President, he served in a variety of roles, including Managing Director in the Valuation & Financial Opinions Group, Head of the Investment Banking Group, CFO, and COO.

    Raised in the Detroit area, Mike earned a B.S. in Finance and Business Economics from Wayne State University. He holds the Chartered Financial Analyst (CFA) designation as well as the Series 7, 24, and 63 securities licenses. Mike is also a member of the CFA Institute and Young Presidents’ Organization (YPO).

    Mike devotes a significant amount of time to philanthropic activities, which is his passion. He currently serves on the Board of Directors of the Clint Capela CC15 Foundation and Embrace the Truth International while also advising several churches throughout the country. Mike was a past member of the Executive Board of Directors of Convoy of Hope, while also serving as Treasurer and Chairman of the Compensation and Audit Committees. In addition, he is a past member of the Board of Directors of International Aid.

    Mike resides in Houston, Texas, with his wife, Amanda, and their four children.

  • Scott Wynant

    Managing Director

    As a Managing Director, Scott Wynant brings nearly 40 years of experience in financial and investment services to Crossmark. In his current position, he focuses on providing wealth management solutions for institutions, endowments, foundations, retirement plans, and high-net-worth families. Scott also works closely with the CEO on special projects, including new business development opportunities.

    Before joining Crossmark, Scott served as first Vice President of Smith Barney for 16 years in Oregon and northern California and 11 years as Executive Vice President of AG Financial Trust and Investment Services in Missouri. Scott was instrumental in creating Steward Capital Advisors in 2003 and the Steward family of faith-based mutual funds. In addition, he served as Chief Investment Officer and member of the AG Financial Investment Committee from 1998 to 2008. He holds the Series 7, 24, 63, 65, and 66 securities licenses.

    Raised in the northwest and a proud third-generation Oregon Duck, Scott and his wife Nancy reside in Houston, Texas, and are members of Hope City Houston. Scott has also served on various not-for-profit boards in the past. Scott and Nancy have two married children and six grandchildren and are blessed to have them all reside in Houston.

    P:713-243-6711 E:swynant@crossmarkwealth.com
  • Luke Lloyd

    Senior Investment Advisor

    Luke Lloyd joined Crossmark in September 2009 and currently serves as Senior Investment Advisor responsible for financial planning, risk analysis, strategic investment consulting, client relationship management, and ongoing portfolio analysis.

    Luke has been in the financial services industry for more than 16 years. Before Crossmark, he served as a financial advisor for both Wells Fargo and Chase Investments.

    Raised in the Houston area, Luke graduated with a B.B.A in Finance from the University of Iowa and holds the Series 7 and 66 securities licenses. He resides in Cypress, Texas, with his wife and two children. He enjoys spending his free time training for his next marathon and mountain biking.

    P:713-243-6709 E:llloyd@crossmarkwealth.com
  • Lupe Gomez

    Senior Wealth Management Associate

    Lupe Gomez joined Crossmark in 2008 and has held several positions in the past 13 years with the company. She currently serves as a Senior Wealth Management Associate. In this capacity, Lupe assists with building new client relationships, portfolio analysis, trading, and providing the superior client service needed to help existing clients meet their investment goals.

    Before her current role, she served as a senior investment administration associate. Her responsibilities at that time included reporting, overseeing new account processes, portfolio performance research, and analysis.

    Lupe earned her Bachelor of Business Administration in Finance from the University of Houston and holds a Series 7 license. She enjoys traveling and spending time with her dog, an Italian mastiff.

    P:714-243-6707 E:lgomez@crossmarkwealth.com
  • Victoria Fernandez, CFA®

    Chief Market Strategist

    Victoria Fernandez joined Crossmark in July 2012 and serves as the Chief Market Strategist. She works with the firm’s executive and research teams to analyze current market trends and provide comments to the media and public around Crossmark’s investment outlook. She is also responsible for managing the Crossmark Fixed Income Investment team and Marketing division while serving as Portfolio Manager for taxable fixed income products.

    Victoria began her career in 1994 at Fayez Sarofim & Company, a Houston-based financial advisory firm. During her 18 years at the firm, Victoria enhanced her knowledge of the industry through a variety of roles within the fixed income division, including Head Trader, Municipal Portfolio Manager, and as an Associate on the management team.

    Born and raised in Houston, Texas, Victoria remained in her hometown to earn her Bachelor of Arts from Rice University. She earned her MBA from the May’s Business School at Texas A&M University and is a CFA® Charterholder.

    As an active member of her community, Victoria has served on the boards of local non-profit organizations and religious institutions. In addition, she stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in Literacy Strong, a local non-profit developed by her daughter to fight illiteracy. Victoria currently resides in Houston, and when not in the office, she enjoys walking her labradoodle and diving into a good book.

  • Melville Cody

    Senior Portfolio Manager

    Melville Cody serves as Senior Portfolio Manager for Crossmark’s Large Cap Growth and Tactical Asset Allocation Portfolios.

    With over 30 years of investment experience, Mel’s background includes both buy- and sell-side money management organizations. On the buy side, Mel has worked at financial institutions such as USAA Investment Management Company and at American General as a portfolio manager and analyst. For the sell side, he worked at Sanders Morris Harris as Vice President of Institutional Research, where he was also recognized by the Wall Street Journal as an “All Star Analyst.” Mel later served as Co-Chairman of Roger H. Jenswold & Co. prior to its merger with Crossmark.

    A native Texan, Mel graduated from The University of Texas Business Honors Program and received his M.B.A. from UT as well. Mel resides in Katy with his wife and two sons. He enjoys tennis, swimming and fishing.

Company History

2003

Steward Capital Advisors (SCA) is formed to serve faith-based institutions and private clients

2004

SCA creates the Steward Family of Mutual Funds in partnership with AG Financial Solutions and Crossmark Global Investments

2008

SCA merges with Crossmark Global Investments

2018

Crossmark Wealth Management is created as an independent service provider to private clients and institutions