Our Amarillo, TX Team

Leadership

Michael David

AIF®
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Jamie Carroll

CFP®
Managing Partner, Wealth Advisor

Jeff Maynard

AIF®
Partner, Wealth Advisor

Nathan Murphy

CFP®️
Partner, Wealth Advisor

Jess Murphy

CFP®️
Wealth Advisor

Justin Ehle

CFP®, CLU®
Wealth Advisor

Jessica Hunnicutt

Associate Wealth Advisor

Philip Vann

CFP®
Associate Wealth Advisor

Carson Greathouse

Associate Wealth Advisor

Client Services

Kenda Dunaway

Director of First Impressions

Mendy Adams

CFP®
Senior Wealth Planner

Jennifer Smith

Relationship Manager

Operations

Carla Beghtel

Director of Operations & Client Services

Michael Garcia

Operations Solutions Manager

Sheila Barton

Lead Client Service Associate

Brooke Perry

Client Service Associate

Teresa Wester

Client Service Associate

Susie Burkhart

Client Service Associate

Amanda Villanueva

Client Service Associate

Mandy Tatarevich

Client Service Associate

Finance

Annette Hargis

CPA
Chief Financial Officer

Megan Umsted

CPA
Accounting Specialist

Marketing

Leslye Langen

Marketing and Events Manager

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kaleigh Sanders

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning & Advanced Solutions

Matt Lewis

Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner