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.

Let’s talk

Search results for:

Southwest: Dallas Fort Worth

Clear All Filters

Ross Miller, CFP®, CPA

Wealth Advisor

Fort Worth – Colleyville

Sam Hume

Wealth Advisor

Rockwall

Vince Hawkins

Sr. Wealth Advisor

Fort Worth – Colleyville

Laura Thompson

Director, Regional Client Development

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

George Bruneau

Regional Vice President

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

John Mazzei, CFP®

Regional Vice President

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

Todd LaLuzerne, AAMS

Regional Vice President

Austin, Bartlesville, Dallas – Park Cities, Ponca City

Kyndal Andrews, CFP®

Financial Planner

Dallas – Park Cities

Maggie Segrave, CFP®

Financial Planner

Dallas – Park Cities

Rebecca Wolman

Financial Planner

Dallas – Park Cities

Aleesha Grimes

Manager, Client Service

Rockwall

Anika Turc

Client Service Specialist

Dallas – Park Cities

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Charlene Miller

Sr. Client Service Specialist

Dallas – Park Cities

Danielle Frazier, CFP®

Sr. Manager, Client Service

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

Derek DeMars

Client Service Specialist

Rockwall

Justine Unbehend

Client Service Specialist

Dallas – Park Cities

Melissa Cleghorn

Client Service Specialist

Fort Worth – Colleyville

Midori Anderson

Client Service Specialist

Bartlesville, Dallas – Park Cities

Samantha Hoover

Client Service Specialist

Dallas – Park Cities

Ready to get started?

Let’s Talk

Explore More

Insights

From Hurricanes to Wildfires: The Power of Charitable Giving

February 4, 2025

Insights

Tariffs, Trade, and Markets: Insights From Our CIO

February 3, 2025

Insights

Understanding the Federal Employee Buyout Proposal: What Workers Should Consider

January 30, 2025

Continue Browsing

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

From Hurricanes to Wildfires: The Power of Charitable Giving

Meet our Advisory Team

Search results for:

Ross Miller, CFP®, CPA

Sam Hume

Vince Hawkins

Laura Thompson

George Bruneau

John Mazzei, CFP®

Todd LaLuzerne, AAMS

Kyndal Andrews, CFP®

Maggie Segrave, CFP®

Rebecca Wolman

Aleesha Grimes

Anika Turc

Brittnae Lacy

Charlene Miller

Danielle Frazier, CFP®

Derek DeMars

Justine Unbehend

Melissa Cleghorn

Midori Anderson

Samantha Hoover

Ready to get started?

Explore More

From Hurricanes to Wildfires: The Power of Charitable Giving

Tariffs, Trade, and Markets: Insights From Our CIO

Understanding the Federal Employee Buyout Proposal: What Workers Should Consider

Call Me Soon

Schedule a Call

Let’s get started.