About The Woodlands Staff 2019-07-18T17:48:22+00:00

The Woodlands Team

bio-daniel

Daniel P. Michalk, CFP®, ChFC

Dan Michalk is the founder and owner of Waterway Wealth Management.  He graduated from Texas A&M University with a B.S. in Mechanical Engineering. In 1994, Dan began working in the financial planning industry. He is a CERTIFIED FINANCIAL PLANNER™, a designation granted by the CFP® Board of Standards, Denver, Colorado and a Chartered Financial Consultant (ChFC), a designation granted by the American College of Bryn Mawr, Pennsylvania.

Dan is a member of the Financial Planning Association (FPA).  He is a wine enthusiast, avid reader, and enjoys golfing, running and competing in triathlons.  Dan is a member of The Woodlands United Methodist Church.  He is also a board member for RockTheWord, a Christian non-profit (501-C3) with a mission of resourcing Christian innovators by taking selected projects and assembling the resources to see the projects through to completion.

Dan lives in The Woodlands, Texas with his wife, Lisa Benge Michalk, and his three sons.

dan@waterwaywealth.com

281.363.0000 ext. 801

Robert Dwyer

Robert B. Dwyer, CFP®

Robert Dwyer graduated from Texas A&M University with a B.B.A., double major in Finance and Accounting. A proud member of the Fightin’ Texas Aggie Class of 1995. He began working in the financial planning industry in 1997, and has been a part of Dan’s team since November of 2009. Robert is a member of the Financial Planning Association (FPA).He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2004.

Robert is currently involved with the Katy YMCA Indian Guides/Princess program as the Nation Chief (President). He is also an Assistant Scout Master with his son’s Boy Scout Troop in Katy. Past activities include 2004 President, 2005 Chairman of the Reveille Club of Houston. He and his family are members of Grand Lakes Presbyterian Church.

Robert lives in Katy with his wife, Sarah, two daughters, two sons, one big white dog, three cats, three turtles, one frog and one fish.

robert@waterwaywealth.com

281.363.0000 ext. 802

JC

Jack D. Cowling, CFA

Jack graduated with a BBA/finance from the University of North Florida. He also earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

Jack joined Waterway Wealth Management in April 2019 as Portfolio Manager and has over 20 years of investment experience.  The last seven years have been in investment leadership roles. He started his career in larger banking organizations primarily in analyst or portfolio management roles. He later co-founded an Independent, registered investment advisor firm in 2012 which sub-advised private partnerships and mutual funds for institutional investors, high net worth and ultra-high net worth clients of well-known banking and investment institutions.

Jack moved to the Houston area with his wife Lisa and son Liam in 2015 and later, in 2016, moved to The Woodlands where they currently reside. Jack enjoys reading, spending time with his family on the weekend and Astros baseball.

jack@waterwaywealth.com

281.363.0000 ext. 821

Yvonne Allen

Yvonne J. Allen

Yvonne Allen, raised in College Station, Texas, is a graduate of Texas A&M University with a B.S. in Economics and Industrial Distribution. She moved to the Houston area in 1993 and has a back ground in the real estate industry. She joined Dan’s team in the summer of 2011 as the Office Manager.

Yvonne handles company operations including accounting, compliance and human resources. She keeps Waterway Wealth Management operating effectively and efficiently.

She is a member of the Houston A&M Club and the Reveille Club and an avid football fan. Yvonne now resides in The Woodlands where her hobbies include golf, travel, and spending time with friends and family.

yvonne@waterwaywealth.com

281.363.0000 ext. 803

Annie Hames

Annie Hames graduated from Houston Baptist University in 2004 with a B.B.A. double major, in Management and Marketing.  After graduation, Annie began her career in the banking industry working in several divisions throughout the bank spending the majority of her time in Commercial Lending.

Annie joined Waterway Wealth Management in March 2015, as an Associate Financial Planner.

She currently serves as a board member of Klein ISD Education Foundation and as a volunteer at the Houston Livestock Show and Rodeo, Scholarship Committee.  Annie currently resides in Spring with her husband, Eric and son.  She enjoys cooking, traveling, and entertaining family and friends.

annie@waterwaywealth.com

281.363.0000 ext. 804

Sherri Jones

Sherri Jones is native Texan, raised in Nederland.  She is a 2007 graduate from The University of Texas at Tyler where she received a Bachelor’s of Business Administration in Finance.  After graduation, Sherri began working in the banking industry as a Financial Service Representative.

Sherri joined Waterway Wealth Management in September 2015 as a Client Care Coordinator.  She acts as contact for client meetings, assisting clients with account maintenance and inquiries

Sherri currently resides in Spring with her husband, son and daughter.  She enjoys cooking, traveling and spending time with her family and friends.

sherri@waterwaywealth.com

281.363.0000 ext. 800