Our Dallas Team

Wealth Advisors

Jay Cumbie

AIF®
Wealth Advisor

Brad Doyle

Wealth Advisor

Chris Smith

Wealth Advisor

Operations

Sheila Barton

Client Service Associate

Carla Beghtel

Director of Operations & Client Services

Robin Brewton

Chief Operating Officer, Southwest

Riley DeShazo

CFP®
Wealth Planning Administrator

Morgan Graser

Director of Marketing & Transformations

Misti Johnson

Client Relationship Associate

Valerie Murphy

Transformation Service Coordinator

Kylee Shaw

Director of First Impressions

Michele Stoneham

Business Development Officer- Southlake

Lyndsi Thiessen

Transformation Manager

Brenna Weems

Client Planning & Relationship Manager

Amanda Westlake

Client Services Manager

Finance

Annette Hargis

CPA
Director of Business Consulting

Investments

Saumen Chattopadhyay

CFA®, CPA
Senior Vice President, Investment Platform

Scott Kubie

CFA®
Senior Investment Strategist

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Saumen Chattopadhyay

CFA®, CPA
Senior Vice President, Investment Platform

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Equity Analyst

Kellie L. Duffy

Senior Trader, Registered Rep.

Jeff Harris

Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trading Specialist, Registered Rep.

Advanced Solutions Team

Patrick Carter

CPA
Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Director of Retirement Research

Brett Murray

Wealth Planning Administrator

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Director of Wealth and Estate Planning

Krista Thompson

Senior Wealth Planner

Russ Van Belle

Insurance Specialist

Erin Wood

CFP®, CRPC®, FBS®
Vice President, Wealth Planning

Ryan Yamada

Planner