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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Southwest: Greater Houston

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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

David H. Levy

David H. Levy, MBA, CFP®, AEP®

Sr. Wealth Advisor, Director

Austin, Houston

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Managing Director

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

Adam Frinsco, CFP®, ChSNC®, CMT

Wealth Advisor

Austin, Houston

Dale Hawthorne

Dale Hawthorne

Wealth Advisor

Drew Kanaly

Drew Kanaly

Sr. Wealth Advisor

Ernest Neeley, MBA, CFP®

Wealth Advisor

Austin, Houston

G Williams

Gary Williams, CFP®, CTFA

Sr. Wealth Advisor

Heather Jenkins Capps

Heather Ford, CFP®, CPA, CTFA, AEP®

Wealth Advisor

Austin, Houston

Jeff Kacal

Jeff Kacal, CFP®, CTFA

Sr. Wealth Advisor

Austin, Houston

L Rowley

Laura Rowley, CFP^®, CTFA

Sr. Wealth Advisor

Austin, Houston

Mark Cunningham, CFP®, CDFA®

Sr. Wealth Advisor, Director

P Ip

Peter Ip, CFP®, CTFA

Sr. Wealth Advisor

Rebekah Burns

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Wealth Advisor

Austin, Houston

Stephanie Fernandes, CFP®

Wealth Advisor

William McNutt

William McNutt, CFP®, EA

Wealth Advisor

Austin, Houston

Laura Thompson

Laura Thompson

Director, Regional Sales

Austin, Bartlesville, Covington, Dallas – Park Cities, Houston, Ponca City

Glen Minton

Glen Minton, CFP®

Sr. Vice President

Austin, Houston

Steven Hall

Steven Hall, JD, MBA

Regional Vice President

Catherine Franklin

Financial Planner

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