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: Dallas Fort Worth

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Ross Miller, CFP®, CPA

Wealth Advisor

Fort Worth – Colleyville

Sam Hume - Wealth Advisor

Sam Hume

Wealth Advisor

Samuel Hussein - Wealth Advisor

Samuel Hussein

Wealth Advisor

Sydney Hacker Image

Sydney Hacker

Wealth Advisor

Dallas – Park Cities, Houston, Rockwall

Vince Hawkins

Sr. Wealth Advisor

Fort Worth – Colleyville

Laura Thompson

Laura Thompson

Director, Regional Client Development

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

George Bruneau

George Bruneau

Regional Vice President

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

John Mazzei

John Mazzei, CFP®

Regional Vice President

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

Todd LaLuzerne

Todd LaLuzerne, AAMS

Regional Vice President

Austin, Bartlesville, Dallas – Park Cities, Ponca City

Kyndal Andrews, CFP®

Financial Planner

Dallas – Park Cities

Maggie Segrave

Maggie Segrave, CFP®

Financial Planner

Dallas – Park Cities

Rebecca Wolman

Rebecca Wolman

Financial Planner

Dallas – Park Cities

Aleesha Grimes

Manager, Client Service

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

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

Justine Unbehend

Client Service Specialist

Dallas – Park Cities

Melissa Cleghorn

Client Service Specialist

Fort Worth – Colleyville

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