Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Fort Worth – Colleyville

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Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Director

Bellevue, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Granbury, Houston, Ponca City, Rockwall, Scottsdale, Starkville

Dustin C. Stiefel

Sr. Wealth Advisor

Fort Worth – Colleyville

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Managing Director

Austin, Bartlesville, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Houston, Ponca City, Southlake

Jared Harrington, CFP®

Wealth Advisor

Fort Worth – Colleyville

Joseph D. McIntosh, CPA

Sr. Wealth Advisor

Fort Worth – Colleyville

Ross Miller, CFP®, CPA

Wealth Advisor

Fort Worth – Colleyville

Vince Hawkins

Sr. Wealth Advisor

Fort Worth – Colleyville

George Bruneau

George Bruneau

Regional Vice President

Bartlesville, Dallas – Park Cities, Fort Worth – Colleyville, Plano, Ponca City, Southlake

John Mazzei

John Mazzei, CFP®

Regional Vice President

Dallas – Park Cities, Fort Worth – Colleyville, Ponca City

Danielle Frazier

Danielle Frazier, CFP®

Sr. Manager, Client Service

Austin, Bartlesville, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Houston, Ponca City, Southlake, Starkville

Melissa Cleghorn

Client Service Specialist

Fort Worth – Colleyville

Tatiana Stahn

Sr. Client Service Specialist

Fort Worth – Colleyville

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