Our Dallas Team

Leadership

Michael David

AIF®
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Lindsey Toole

Wealth Advisor

Danny Barker

Wealth Advisor

Jamie Carroll

CFP®
Managing Partner, Wealth Advisor

Jeff Maynard

AIF®
Partner, Wealth Advisor

Client Services

Michele Stoneham

Client Development Manager

Kenda Dunaway

Director of First Impressions

Halie Sims

Client Development Manager

Brenna Weems

Client Planning & Relationship Manager

Operations

Sheila Barton

Client Service Associate

Carla Beghtel

Director of Operations & Client Services

Robin Brewton

Chief Operating Officer, Southwest

Michael Garcia

Operations Solutions Manager

Morgan Graser

Director of Marketing & Transformations

Amy Laur

Client Service Associate

Valerie Murphy

Operations Supervisor

Brooke Perry

Client Service Associate

Finance

Annette Hargis

CPA
Chief Financial Officer

Megan Umsted

Accounting Specialist

Investments

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Scott Kubie

CFA®
Senior Investment Strategist

Jessica Golson

CIPM
Director of Platform Operations

Mike Lawrence

Portfolio Manager

Vishnu Lekraj

Co-Portfolio Manager

Bobby Schultz

Investment Analyst

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Research Department

Brett Carson

CFA®
Director of Research

Jake Bleicher

CFA®
Co-Portfolio Manager

Kellie L. Duffy

Senior Trade Operations 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

Trade Operations Analyst

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Director, Carson Coaching

Jody Jackson

FPQP™
Paraplanner

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Senior Wealth Planner

Krista Thompson

CPA
Senior Wealth Planner

Erin Wood

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

Ryan Yamada

CFP®
Planner