Our Firm
Find a Financial Professional
- Austin Bransgrove, RICP®, CExP™
- Brandon Swearingin
- Brandt Jordan, CExP™
- Brendan Fenno
- Brent White
- Brian Tancock
- Carolyn Sheffey
- Chenchu Vellore
- Chris Koester
- Chris Cernok
- Cindy Ho
- Clark McCleary, CLU, CHFC, AEP (Distinguished)
- Dale Pieper, MBA
- Daniel McCleary, CLU, CHFC
- David Berzins
- David Duque
- David Paul Anderson
- Dhilan Patel
- Donald (Don) F. Taylor, JD*
- Gary Speer
- Gina Mendez
- Jason Mickey
- Jason Davis
- Jay Bartley
- Jeff Bynum
- John Hersey
- Joseph Jeffers
- Josh Crozier
- Jusmon Rivers
- Justin Makris
- Kamran Ellini, CFP®, ChFC
- Kenneth West
- Kevin McDaniel
- Larry Mott, CFP®
- Lee Balinas
- Lester Inniss
- Louis Mayor
- Matthew McCleary CLU®, RICP®
- Mauricio Andrews
- Melani Faulkner
- Nick Semoudiaris
- Nickelle Leist
- Patrick Dickson, CFP®
- Paul Williams
- Paul Cox
- Rick Ray, MSFS
- Robert Owen
- Ryan Burnett
- Scott Doyle
- Sean O'Donnell
- Sergio A. Cruz
- Shawn Arrington
- Suzanne Fuller
- Tara Ray
- Tatiana Molina
- Teri Damore
- Tiffini Arrington
- Tommy Aultman
- Travis Hostutler
- Bill Graves
Houston
Forth Worth

