Our Firm
Find a Financial Professional
- Austin Bransgrove, RICP®, CExP™
- Brandon Swearingin
- Brandt Jordan, CExP™
- Brendan Fenno
- Carolyn Sheffey
- Chenchu Vellore
- Cindy Ho
- Clark McCleary, CLU, CHFC, AEP (Distinguished)
- Dale Pieper, MBA
- Daniel McCleary, CLU, CHFC
- David Berzins
- Derek Cliff
- Dhilan Patel
- Donald (Don) F. Taylor, JD*
- Gary Speer
- Gina Mendez-Camacho
- Jason Mickey
- Jay Bartley
- Jeff Bynum
- John Hersey
- Joshua Crozier
- Jusmon Rivers
- Justin Makris
- Kamran Ellini, CFP®, ChFC
- Kenneth West
- Kip Haines
- Larry Mott, CFP®
- Lee Balinas
- Lester Inniss
- Matthew McCleary CLU®, RICP®
- Melani Faulkner
- Neal Patel MBA/MHA
- Nick Semoudiaris
- Nickelle Leist
- Patrick Dickson, CFP®
- Paul Williams
- Paul Cox
- Rick Ray, MSFS
- Scott Doyle
- Sean O'Donnell
- Sergio A. Cruz
- Shawn Arrington
- Tara Ray
- Tatiana Molina
- Teri Damore
- Tiffini Arrington
- Tommy Aultman
- Travis Hostutler
- Bill Graves
Houston
Forth Worth

