Our Southlake, 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

Danny Barker

Wealth Advisor

Lindsey Toole

Wealth Advisor

Client Services

Kenda Dunaway

Director of First Impressions

Mendy Adams

CFP®
Senior Wealth Planner

Operations

Carla Beghtel

Director of Operations & Client Services

Jackson Sturgeon

Relationship Manager

Michael Garcia

Operations Solutions Manager

Sheila Barton

Lead Client Service Associate

Brooke Perry

Client Service Associate

Finance

Annette Hargis

CPA
Chief Financial Officer

Megan Umsted

CPA
Accounting Specialist

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

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

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Scott Berryman

JD
Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

Retirement Plans – Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jake Anderson

Wealth Planner

Jody Jackson

Paraplanner

Josh Ream

Insurance Specialist

Michael Gruidel

Wealth Planner

Ryan Egolf

Senior Tax Planner

Thomas Resner

Director, Retirement Solutions

Tom Mullen

Senior Tax Planner