Five Star award winners Joe Thieman & Seth Mayberry

PROFESSIONAL PROFILE

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Joe Thieman & Seth Mayberry

Owners & Financial Advisors

Thieman Investments

502 S Koenigheim St Ste 1B

San Angelo, TX 76903

Office: 325-227-6729

Cell: 325-777-0411

joseph.thieman@thiemaninvestments.com
www.thiemaninvestments.com

Professional Approach

Thieman Investments has been serving families, business owners, and retirees in San Angelo and across West Texas since 1994. As a locally rooted independent advisory firm, the company was built on the belief that financial guidance should be personal, honest, and centered on each client’s best interests. For more than three decades, Thieman Investments has helped clients pursue their goals with confidence through trusted relationships and steady guidance.

The firm offers customized wealth management, financial planning, retirement planning, estate strategies, education planning, employer-sponsored retirement plans, and annuities and income strategies. Thieman Investments takes pride in simplifying complex financial decisions and creating practical strategies tailored to each stage of life. By combining professional experience with a disciplined long-term approach, the team helps clients navigate changing markets while staying focused on what matters most to them.

What sets Thieman Investments apart is its West Texas values and commitment to community. The firm believes strong financial futures go hand in hand with stronger communities, and has supported organizations throughout San Angelo and the Concho Valley for many years. Clients know they can expect responsive service, straight answers, and advice delivered with integrity—the same values that have earned the trust of West Texans for generations.

Joe Thieman

Managing Partner/ Financial Advisor

Phone: 325-227-6729

Joe Thieman is the Managing Member and Financial Advisor at Thieman Investments, where he has helped guide families, business owners, and retirees across West Texas for more than three decades. Known for his steady leadership and relationship-driven approach, Joe focuses on helping clients build long-term financial confidence through personalized planning and disciplined investment strategies. Deeply rooted in San Angelo, he is committed to serving clients and strengthening the community he calls home.

Seth Mayberry

Partner/ Financial Advisor

Phone: 325-777-0411

Seth Mayberry is a Financial Advisor and Partner at Thieman Investments, where he works closely with individuals, families, and business owners to create customized financial strategies. He is recognized for his client-first mindset, responsive service, and ability to simplify complex financial decisions into practical plans. As a West Texas professional with strong community ties, Seth is dedicated to helping clients pursue their goals with clarity and confidence.

See Accomplishments

This award was issued on 07/01/2026 by Five Star Professional (FSP) for the time period 10/30/2025 through 04/30/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1828 Greater Texas-area wealth managers were considered for the award; 69 (4% of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 1,855, 81, 4%, 7/1/25, 10/30/24 - 5/1/25; 2024: 1,907, 94, 5%, 7/1/24, 10/10/23 - 4/30/24; 2023: 2,757, 90, 3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 2,649, 82, 3%.

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Please do not leave instructions to buy or sell securities as your trade will not be executed. Investment Advisory services are offered through MSH Capital Advisors LLC (MSHCA), an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co.(MSH) a registered broker/dealer member FINRA/SIPC. Thieman Investments is a dba used when offering securities and/or advisory services. MSH & MSHCA are not affiliated with Thieman Investments and none of the named entities provides legal or tax advice. Registered Representatives of entities listed may only conduct business with residents of the states and jurisdictions in which they are properly registered. Email sent to or from this address is archived and subject to review. This information is only for the use of its intended recipient(s). If you have received this email in error, any review, dissemination, distribution or reproduction of this email or attachment(s) is strictly prohibited and you should notify the sender immediately and delete the email. For additional information, please contact our Compliance department. Check the background of the investment professional on FINRA’s BROKERCHECK

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.