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Formerly Retirement Strategies & Solutions with Jamie Bluementhal
Dallas/Fort Worth, TX
2911 Turtle Creek Blvd
Ste 300
Dallas, TX 75205
214-500-1112
Levi Blackmon
Investment Advisor Representative
Levi Blackmon is an Investment Advisor Representative with LoneStar Wealth Management, bringing six years of experience and a Financial Services Certified Professional (FSCP) designation from The American College of Financial Services. He holds a Bachelor of Science, Master of Arts in Counseling, Master of Business Administration, and Master of Public Administration from Wayland Baptist University. Levi also has professional experience with New York Life, where he developed a strong foundation in helping individuals and families navigate insurance, retirement planning, and long-term financial strategies. With a background in education and nonprofit work, he is passionate about helping families build confident financial futures through clear, personalized guidance. A proud father of six, Levi enjoys traveling and creating meaningful memories with his family.
Daniel Wheeler
Investment Advisor Representative
Daniel Wheeler is an Investment Advisor Representative with LoneStar Wealth Management, focused on helping clients work toward a secure and fulfilling retirement. He has a Bachelor’s in Financial Management from Abilene Christian University, where he competed in track and field. Daniel brings discipline and a goal-oriented mindset to his work. He is passionate about building lasting relationships and guiding clients through important financial decisions with clarity and confidence. Outside of work, he enjoys staying active and following the Denver Broncos.