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Our Team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Our Branch Leaders

Our Vice Presidents

Alison Reznikov

Alison Reznikov

Regional Vice President, Financial Advisor

512-794-2300

Balin Smith

Balin Smith

Regional Vice President, Financial Advisor

972-467-4604

Carla Marsh

Carla Marsh

Vice President, Financial Advisor

713-402-6446

Carlin Green

Carlin Green

Vice President, Financial Consultant

210-348-1387

Garret Sladek

Garret Sladek

Vice President Financial Consultant

210-348-1389

Jake Pollitt

Jake Pollitt

Regional Vice President, Financial Professional

713-670-4409

Justin Smith

Justin Smith

Regional Vice President, Financial Consultant

713-402-6436

Kevin Gray

Kevin Gray, CFP, CLU, ChFC

CERTIFIED FINANCIAL PLANNER™ professional

(210) 348-1376

Mikayla Born

Mikayla Born

Vice President Financial Consultant

972-455-9170

Orjore Hathaway

Orjore Hathaway, MBA

Regional Vice President, Financial Consultant

(972) 455-9097

Ruchir Elhence

Ruchir Elhence

Vice President, Financial Advisor & Retirement Planning Specialist

214-505-9315

Samuel P. Moser

Samuel P. Moser

Regional Vice President, Financial Consultant

(512) 794-2380

Sergio  Jaramillo

Sergio Jaramillo, CLU

Regional Vice President, Financial Consultant

817-347-4000

Our Financial Professionals

Aaron Samuels

Aaron Samuels

Partner & Financial Consultant at Tack Advisors

817-347-4093

Aldo  Ochoa, Jr.

Aldo Ochoa, Jr.

Managing Partner Retirement Planning Specialist at Private Wealth Group

(713) 402-6474

Alison Reznikov

Alison Reznikov

Regional Vice President, Financial Advisor

512-794-2300

Amine G. Rizk

Amine G. Rizk, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(972) 455-9069

Andrew Flores

R. Andrew Flores, CFP®, ChFC®, CLU®

Senior Partner, Certified Financial Planner™, at Private Wealth Group

(361) 888-6669

Austin Webb

Austin Webb

Director of Corporate Retirement Planning at DeNovo Advisory Group Financial Consultant

713-402-6411

Balin Smith

Balin Smith

Regional Vice President, Financial Advisor

972-467-4604

Bobby Ellis Jr.

Bobby Ellis Jr.

Managing Partner and Retirement Planning Specialist at Paradigm Wealth Management

(817) 347-4078

Brenton "Brent" Uys

Brenton "Brent" Uys

Financial Professional at Lemnis Capital

972-386-8100

Bryan Montenegro

Bryan Montenegro

Partner & Financial Consultant at Tack Advisors

817-806-3606

Cade D.  McDonald

Cade D. McDonald, AIF

Registered Sales Assistant at Capitalwise Wealth Management

(713) 621-7900

Cameron T. Michalski

Cameron T. Michalski

Director of Research and Analysis - CRP at DeNovo Advisory Group, Financial Consultant

(713) 402-9288

Carla Marsh

Carla Marsh

Vice President, Financial Advisor

713-402-6446

Carlin Green

Carlin Green

Vice President, Financial Consultant

210-348-1387

Carter G.  Rowles

Carter G. Rowles

Financial Advisor, Retirement Planning Specialist

(512) 833-0467

Charlie A. Eshelman

Charlie A. Eshelman

Retirement Planning Specialist at Eshelman & Associates Retirement Planning

(972) 407-9200

Christine "Christy" A.  Gammill

Christine "Christy" A. Gammill, CDFA

Principal at CBG Wealth Management, Financial Consultant

(972) 455-9021

Christopher "Chris" M.  Laakso

Christopher "Chris" M. Laakso

Managing Partner, Retirement Planning Specialist at Hawkins Laakso, Financial Consultant

(713) 621-7900

Christopher "Chris" S.  Roberts

Christopher "Chris" S. Roberts, ChFC, CLU

Managing Partner & Retirement Planning Specialist at Paradigm Wealth Management

(817) 347-4011

Cindy B. Nguyen

Financial Professoinal

(832) 722-3542

Connor Branch

Connor Branch

Financial Advisor at Lemnis Capital

Coty Dolan

Coty Dolan

Financial Advisor

713-621-7900

D. Scott Fischer

D. Scott Fischer, CFP, CAP

Retirement Planning Specialist at Downs Fischer, FINANCIAL CERTIFIED FINANCIAL PLANNER™ professional

(469) 429-9292

Dan Balderston

Dan Balderston

Partner & Retirement Planning Specialist at Vista Wealth Partners

(972) 455-9013

David  Casillas

David Casillas

Financial Professional at Lemnis Capital

972-386-8100

David A. Means, JR

David A. Means, Jr, AIF, CLU

Managing Director, Founder at DeNovo Advisory Group

(972) 455-9054

David L. Downs

David L. Downs, CFP, ChFC, CLU, CASL, RICP

Retirement Planning Specialist at Downs Fischer Financial, CERTIFIED FINANCIAL PLANNER™ Professional

(469) 429-9292

Donald "Don" V. Murphey

Donald "Don" V. Murphey

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(817) 354-0811

Dr. Phillip W. Hearn

Dr. Phillip W. Hearn

Senior Managing Partner & Financial Advisor at Paradigm Wealth Management

(817) 347-4028

Emily E.  Persyn

Emily E. Persyn, CFP

Partner & CERTIFIED FINANCIAL PLANNER™ professional at Harvest Future Financial

210-348-1360

Ethan Dawson

Ethan Dawson

Financial Professional at Lemnis Capital

972-386-8100

Garret Sladek

Garret Sladek

Vice President Financial Consultant

210-348-1389

Garrett Sampson

Garrett Sampson

Financial Professional at Lemnis Capital, LLC

970-948-8800

George W.  Hawkins

George W. Hawkins

Managing Partner at Hawkins Laakso Financial Consultant

(713) 402-6425

Greg B. Wells

Greg B. Wells

Managing Partner at Capitalwise Wealth Management, Financial Consultant

(832) 616-5222

Hondo Harris

Hondo Harris

Financial Consultant @ Private Wealth Group

(361) 888-6669

Jabulani "Jabu" Lovelace

Jabulani "Jabu" Lovelace

Director of Business Development at DeNovo Advisory Group, Financial Consultant

972-455-9100

Jack Kaiser

Jack Kaiser

Managing Partner, Financial Professional at Bay Area Private Wealth Group, LLC

713.402.6417

Jacob  Ahlbrand

Jacob Ahlbrand

Financial Professional at Lemnis Capital

972-386-8100

Jacob A. Anderson

Jacob A. Anderson

CERTIFIED FINANCIAL PLANNER™, professional and Financial Consultant at Wisdom Wealth Management

(281) 712-8777

Jake Pollitt

Jake Pollitt

Regional Vice President, Financial Professional

713-670-4409

James "Andrew"  Keck

James "Andrew" Keck, RPS

Partner and Financial Consultant at Harvest Future Financial

210-348-1382

James "Jim" W. Watkins

James "Jim" W. Watkins

Manager Partner, Financial Consultant at Bay Area Private Wealth Group, LLC

(713) 943-1969

James W. Taylor

James W. Taylor

Financial Consultant, Retirement Planning Specialist

(817) 347-4029

Jeff Poole

Jeff Poole, CFP

CERTIFIED FINANCIAL PLANNER™ professional

(713) 823-4270

Jeffrey A. McNaughton

Jeffrey A. McNaughton, CFP, CPA

Partner & CERTIFIED FINANCIAL PLANNER™ professional at Vista Wealth Partners Retirement Planning Specialist

(972) 455-9078

Joe Morris

Joe M. Morris, CFP®, ChFC

CERTIFIED FINANCIAL PLANNER™ Professional & Financial Consultant

(512) 794-2325

Jon Gekiere

Jon Gekiere

Financial Professional at Lemnis Capital

972-386-8100

Jonathan Cott

Jonathan Cott

Managing Principal at Rockbridge Financial, CERTIFIED FINANCIAL PLANNER™ professional

(972) 455-9037

Jonathan H.  Powell

Jonathan H. Powell, CFP

CERTIFIED FINANCIAL PLANNER™ professional at Private Wealth Group

(832) 616-5082

Jonathon R. Zamudio

Jonathon R. Zamudio, CRES

Associate Financial Consultant at Private Wealth Group

361-888-6669

Jorge Viellednet

Jorge Viellednet, ChFC, CLU, QPS

Retirement Planning Specialist at Synergy Wealth Management

(915) 521-8191

Jose "Miguel" Velasco

Jose "Miguel" Velasco

Executive Partner, Financial Consultant at Harvest Future Financial

(210) 348-1396

Jose Pablo Rosales

Jose Pablo Rosales

Financial Consultant at Synergy Wealth Management

(915) 760-6694

Joshua Sanchez

Joshua Sanchez

Financial Advisor at Hawkins Laakso

713-402-6421

Justin Smith

Justin Smith

Regional Vice President, Financial Consultant

713-402-6436

Justin Tak

Justin Tak

Financial Advisor at Lemnis Capital

972-386-8100

Justin Reed

Justin Reed

Financial Advisor at Hawkins Laakso

713-621-7900

Justin R.  Hanna

Justin R. Hanna, CFP

Founder, CERTIFIED FINANCIAL PLANNER™ professional at Harvest Future Financial

210-348-1394

Keaton Shaw

Keaton Shaw

Financial Advisor at Hawkins Laakso

713-402-6405

Kenneth "Kenny" Head

Kenneth "Kenny" Head

Financial Consultant, Retirement Benefits Specialist

972-455-9136

Kenneth "Kenny"  Foley

Kenneth "Kenny" Foley

Financial Advisor, President at Paradigm 20/20 Financial Strategies, LLC

903-235-7051

Kevin Gray

Kevin Gray, CFP, CLU, ChFC

CERTIFIED FINANCIAL PLANNER™ professional

(210) 348-1376

Kyle Lynch

Kyle Lynch, CLU

Director of Research & Analysis - Insurance, Registered Sales Assistant Broker

Larry W.  Ohlen

Larry W. Ohlen, CFP, CLU, ChFC

Partner & CERTIFIED FINANCIAL PLANNER™ professional at Vista Wealth Partners

(972) 934-7953

Laura Marquard

Laura Marquard

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(972) 455-9112

Lily Qian

Lily Qian

Financial Consultant at LQ Financial, LLC, Retirement Planning Specialist

(972) 455-9064

Lynn Beal

Lynn A. Beal, CLU

Financial Consultant at Private Wealth Strategies Group

(512) 794-2300

Mark Jenison

Mark Jenison, CFP, ChFC

Managing Principal at Rockbridge Financial, CERTIFIED FINANCIAL PLANNER™ professional

(972) 455-9062

Mark Cavazos

Mark Cavazos

Managing Partner, Financial Consultant at Bay Area Private Wealth Group LLC

(713) 943-1969

Martin Gutierrez

Martin Gutierrez, CFP

CERTIFIED FINANCIAL PLANNER™ professional at Synergy Wealth Management

(915) 772-4900

Michael Limas

Michael J. Limas

Financial Planner at Michael J. Limas & Associates

(956) 574-6150

Michael G. Grante

Michael G. Grante

Managing Partner, Financial Consultant at Paradigm Wealth Management

(817) 347-4083

Michael T.  Wolf

Michael T. Wolf, LUTCF

Financial Consultant at Wolf Bunt & Associates

(409) 899-2340

Mikayla Born

Mikayla Born

Vice President Financial Consultant

972-455-9170

Miles R. Sawyer-Wicker

Miles R. Sawyer-Wicker, CFP®, AIF, CLU

CERTIFIED FINANCIAL PLANNER™ professional at Tack Advisors

(817) 347-4008

Molly Reese Ward

Molly Reese Ward, CFP, CDFA

Founder, CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor at Well Lived Wealth, LLC

(713) 402-6466

Nasmi M. Morales

Nasmi M. Morales, CFP

Principal at Summit Wealth Partners, CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(972) 455-9016

Nicholas D. Arevalo

Nicholas D. Arevalo, CFP®

CERTIFIED FINANCIAL PLANNER™, professional and Financial Consultant

(281) 717-2139

Orjore Hathaway

Orjore Hathaway, MBA

Regional Vice President, Financial Consultant

(972) 455-9097

Perrin Langlois

Perrin Langlois

Financial Consultant at Provident Financial

(713) 621-7900

Raylie Eshelman

Raylie Eshelman

CERTIFIED FINANCIAL PLANNER™ professional

972-407-9200

Reba B. Bunt

Reba B. Bunt, CFP

CERTIFIED FINANCIAL PLANNER™ professional at Wolf Bunt & Associates

(409) 899-2340

Richard Baker

Richard Baker, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(817) 347-4057

Richard White

Richard J. White

Financial Consultant, Retirement Planning Specialist

(713) 402-6420

Richard "Ricky" D.  Barton

Richard "Ricky" D. Barton

Director of Planning & Investment Oversight at DeNovo Advisory Group, Financial Consultant

(972) 455-9181

Robert G. DeLozier

Robert G. DeLozier

Partner & Financial Consultant at Tack Advisors

817-988-4334

Ron  Heath

Ron Heath, RICP

Financial Advisor at Seebeck Associates

817-875-8580

Ruchir Elhence

Ruchir Elhence

Vice President, Financial Advisor & Retirement Planning Specialist

214-505-9315

Ryan Oujesky

Ryan Oujesky

FINANCIAL CONSULTANT AT CAPITALWISE WEALTH MANAGEMENT

713-621-7900

Ryan  Reyna

Ryan Reyna

Associate Financial Consultant at Private Wealth Group

361-888-6669

Ryan C. Wells

Ryan C. Wells, CPF, AIF, ChFC, CLU

CERTIFIED FINANCIAL PLANNER™ professional, Managing Partner at Capitalwise Wealth Management

(713) 402-6499

S. Garrett Jones

S. Garrett Jones

Financial Consultant at Provident Financial

(713) 621-7900

Samuel P. Moser

Samuel P. Moser

Regional Vice President, Financial Consultant

(512) 794-2380

Sergio  Jaramillo

Sergio Jaramillo, CLU

Regional Vice President, Financial Consultant

817-347-4000

Sergio A.  Rojas

Sergio A. Rojas, CFP

CERTIFIED FINANCIAL PLANNER™ professional

(956) 683-6020

Sindy Kong

Sindy Kong, MBA

Managing Partner, Atlas Advisor Group, Retirement Planning Specialist, Founder and CEO, Medical Professional Advisory Group (MEDPRO)

(972) 455-9081

Steven C. Pirtle

Steven C. Pirtle, CLU, ChFC

Director of Operations & LTC Planning of DeNovo Advisory Group, Financial Consultant

(972) 455-9041

Tate Lowe

Tate Lowe

Financial Consultant at Well Lived Wealth, LLC

(713) 402-6428

William Myers

William Myers

Financial Professional at Lemnis Capital

972-386-8100

William "Bill" Rogge

William "Bill" Rogge

Partner & Financial Consultant at Vista Wealth Partners

(972) 455-9098

William "Bill" N. Gammill

William "Bill" N. Gammill, CFP, CLU, CSSC

Managing Principal at CBG Wealth Management, CERTIFIED FINANCIAL PLANNER™ professional

(972) 455-9040