Our Southlake, TX Team

Leadership

Michael David

AIF®
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Lindsey Toole

Wealth Advisor

Jamie Carroll

CFP®
Managing Partner, Wealth Advisor

Jeff Maynard

AIF®
Partner, Wealth Advisor

Danny Barker

Wealth Advisor

Client Services

Kenda Dunaway

Director of First Impressions

Mendy Adams

CFP®
Senior Wealth Planner

Operations

Brooke Perry

Client Service Associate

Carla Beghtel

Director of Operations & Client Services

Jackson Sturgeon

Relationship Manager

Michael Garcia

Operations Solutions Manager

Morgan Graser

Director of Marketing

Sheila Barton

Lead Client Service Associate

Valerie Murphy

Operations Supervisor

Finance

Annette Hargis

CPA
Chief Financial Officer

Megan Umsted

CPA
Accounting Specialist

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

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

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

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

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Scott Berryman

JD
Director of Trust Services

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Michael Gruidel

CFP®
Wealth Planner

Jody Jackson

FPQP™
Paraplanner