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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Dustin C. Stiefel

Sr. Wealth Advisor

Fort Worth – Colleyville

Ernie George, CFP®, CLU®

Director

Frances Smith - Sr. Wealth Advisor, Director

Frances Smith, CFP®, CSRIC®

Sr. Wealth Advisor, Director

Jamie Block

Jamie Block, CFP^®, CPA/PFS, MBA, CDFA^®, AEP®

Sr. Wealth Advisor, Sr. Director

Jedd Nicolas, CFP®

Sr. Wealth Advisor, Director

Jim Czirr, CFP®, CFA

Sr. Wealth Advisor, Sr. Director

Jojo Cresci

Jojo Cresci, CFP^®

Sr. Wealth Advisor, Sr. Director

Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Director

Durham, McLean, Richmond, Raleigh, Roanoke

Karrie Spencer

Karrie Spencer, CFP^®

Managing Director

Bellevue, Portland, Portland – South

Matt Cook - Managing Director

Matt Cook, CFP®, AEP®

Managing Director

Kahului, Santa Barbara, Woodland Hills

Matthew R. Bohrer

Matthew R. Bohrer

Managing Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Managing Director

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

Aaron Langston

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Adam Frinsco, CFP®, ChSNC®, CMT

Wealth Advisor

Austin, Houston

Adam Govani, CFP®

Wealth Advisor

Adam Oliver Image

Adam Oliver, Wealth Advisor

CFP®

Denver – Greenwood Village

Adis Mehic, CFP®

Wealth Advisor

Alan Davis

Wealth Advisor

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Alan Thomson

Alan Thomson, CFP®

Sr. Wealth Advisor

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