Amy Schnacky Profile

Amy Schnacky
Client Service Associate

Ana Maria Salas Profile

Ana Maria Salas, CFP®
Relationship Manager

Chris Merla Profile

Chris Merla
Chief Operations Officer

Collin O’Bryant Profile

Collin O’Bryant
Chief Compliance Officer

Courtney Garner Profile

Courtney Garner, CFP®
Relationship Manager

Elizabeth Masters Profile

Elizabeth Masters
Client Service Associate

Janice Whitten Profile

Janice Whitten, CFP®
Relationship Manager

Jessi Ayrer Profile

Jessi Ayrer
Client Service Associate

Kimberly Meade Profile

Kimberly Meade
Relationship Manager

Maria Granados Profile

Maria Granados
Administrative Assistant

Michaela Holbrook Profile

Michaela Holbrook
Executive Assistant

Monica Trevino Profile

Monica Trevino
Client Service Associate

Samuel Lawhon Profile

Samuel Lawhon
Research Assistant

Susan Taylor Clark Profile

Susan Taylor Clark
Client Service Associate