Patrick Dickson, CFP®
Principal Owner & Cofounder
Tatiana Molina
Managing Director - Houston
Tara Ray
Agency Control Officer
Paul Cox
Chief Operating Officer
Courtney Crenshaw, CLTC
Managing Associate, Financial Advisor
Mark Connely, CFP®
Managing Director - Wealth Design Group
Victoria Cooper, CDFA®, CVA®, MBA
Financial Advisor - Wealth Design Group
Kamran Ellini, CFP® , ChFP®
Financial Advisor
Lester Inniss, RICP
Managing Associate, Financial Advisor
Brandt Jordan, CFP®, CeXP™
Financial Advisor - Wealth Design Group
Matthew McCleary, ChFC®,CLU, RICP
Managing Associate, Financial Advisor
Larry Mott, CFP®
Financial Advisor - Wealth Design Group
Autumn Valore, CFP®
Managing Associate, Financial Advisor
Cole VanAssche, CLTC
Managing Associate, Financial Advisor
Dale Pieper
Financial Advisor, Investment Specialist - Wealth Design Group
Melani Faulkner
Managing Associate, Financial Advisor
Tyler Valore
Managing Associate, Financial Advisor
Roshika Thompson
Financial Representative
Scott Doyle
Financial Advisor
Gary Speer
Financial Representative - Wealth Design Group
Justin Makris
Financial Advisor - Wealth Design Group
Donald "Isaac" Robertson
Financial Advisor
Rafael Carballo
Financial Advisor
Louis Mayor
Financial Representative
Mark Bordelon
Financial Representative
Ana Islas-Carballo
Financial Representative
Sergio Cruz
Policy Services Manager, Financial Representative
John Daniel Fries
Financial Representative
Timir Patel
Financial Representative
Matthew Song
Financial Representative - Wealth Design Group
Josephine Tran
Financial Representative - Wealth Design Group
Christine Garrity
Chief Service Specialist - Wealth Design Group
Sabrina Breen
Business Development Manager - Wealth Design Group
Krissy Vaca
Operations Director - Wealth Design Group
Heather Holland
Financial Advisor - Wealth Design Group
Morgan Guggenheim
Client Relationship Specialist - Wealth Design Group
Cassidy Makris
New Business Case Manager - Wealth Design Group
Cindy Wilson
New Business Case Manager - Wealth Design Group
Cindy Ho
New Business Case Manager
Lawrence Nordee
Financial Representative
Shawn Arrington
Principal Owner & Cofounder
Austin Bransgrove, CFP®, ChFC® RICP®, CExP™, AEP®
Managing Director - Dallas/Fort Worth
TJ Woods
Managing Associate, Financial Representative
Christie Russell, CFP®, ChFC®, CLU®, MBA
Managing Associate, Financial Advisor
Justin Ryan
Financial Representative
Kirk Wisnewski
Financial Advisor
Austin Bransgrove, CFP®, ChFC® RICP®, CExP™, AEP®
Managing Director - Dallas/Fort Worth
Jay Bartley, MDRT
Financial Advisor - Wealth Design Group
Jeff Abodeely
Financial Advisor
Tiffini Arrington
Disability Income Specialist, Financial Advisor
Lance Stamper
Financial Advisor
Paul Favors
Financial Representative
Travis Hostutler
Financial Representative
Sean O'Donnell
Managing Associate, Financial Advisor
Carolyn Sheffey
Financial Representative
Crystal Villanueva
Financial Representative
Jaquelin Murillo
Financial Representative
Sharina Oregel
Financial Representative
Nickelle Leist
Partner
Tommy Aultman
Managing Director - Austin
Jason Davis, MBA
Financial Advisor
Nathaniel Dominguez
Financial Representative
Dylon Fleming
Financial Representative
John Hersey
Financial Advisor
Hunter Stiles
Financial Representative
Todd Uschek
Financial Representative
Teri Damore
New Business Case Manager
Jennifer Harvey
Financial Advisor, Managing Associate
Karen Berns
Recruiting Director
Bobby Sahni
Principal Director - San Antonio
Brandon Acevedo
Managing Director, Financial Representative
Jordan Hill
Financial Representative
Rolando Limas
Financial Representative
Madeline Parra
Financial Representative
Matthew Sabo
Financial Representative
Carol Lopez
Financial Representative