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:

Southwest: Dallas Fort Worth

Clear All Filters

Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Director

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

Laura Combs, CFP®, MBA

Executive Managing Director

Carl Larimore

Carl Larimore, MS, MBA, AEP, CFP®

Sr. Wealth Advisor, Sr. Director

Bartlesville, Dallas – Park Cities, Ponca City

David Reynolds

David P. Reynolds, CFP®, ChFC®, AAMS®

Sr. Director, Market Leader

Dallas – Park Cities

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

Anna Apodaca, CFP®

Wealth Advisor, Director

Chandler Ferguson, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Chris Young, CFP®, CPWA®, AEP®

Sr. Wealth Advisor

Dallas – Park Cities

Christopher Currin

Christopher Currin, CFP®, ChSNC®

Sr. Wealth Strategist

Dallas – Park Cities

Clay Evans, CFP®, CAP®

Wealth Advisor

Dallas – Park Cities

Connor Thomas, CFP®, CSRIC™, CAP®

Wealth Advisor

Dallas – Park Cities

Jackie Schlup Daniels, CFP®, CDFA®, AEP®

Wealth Advisor

Dallas – Park Cities

Jake Wedemeyer

Wealth Advisor

Jared Harrington, CFP®

Wealth Advisor

Fort Worth – Colleyville

José Castañeda

José Castañeda, CFP®

Wealth Advisor

Joseph D. McIntosh, CPA

Sr. Wealth Advisor

Fort Worth – Colleyville

Kalita Blessing, CFP®, CAP®, AEP®, CSRIC™

Sr. Wealth Advisor

Dallas – Park Cities

Nicole Mosley

Nicole Mosley, CFP®, CDFA®, CSLA

Wealth Advisor

Bartlesville, Dallas – Park Cities, Rockwall

Rob Cox, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Ready to get started?

Explore More

woman have a consultation with prospective financial advisor

Personal Finance

Choosing the Right Financial Advisor: Differences Between RIAs, Wirehouses, and Broker-Dealers

April 14, 2025

Market Commentary

The Fallacy of Selling and Waiting Until Markets Calm Down: Insights From Our CIO

April 9, 2025

Market Commentary

Portfolios Built for Moments Like This: Insights From Our CIO

April 8, 2025

Continue Browsing