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.

Search results for:

Location: Southlake

Clear All Filters

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Managing Director

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

George Bruneau

George Bruneau

Regional Vice President

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

Danielle Frazier

Danielle Frazier, CFP®

Sr. Manager, Client Service

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

Ready to get started?

Explore More

Parent Helping Teen Build a Strong Credit History

Insights

A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

December 17, 2024

Insights

Planning for Retirement as a Stay-at-Home Spouse

December 16, 2024

Insights

6 Proven Habits for a Financially Secure Retirement

December 12, 2024

Continue Browsing