Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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David H. Levy, MBA, CFP®, AEP®

Sr. Wealth Advisor, Director

Austin, Houston

Susan Travis, CFP^®, AEP^®, CTFA

Managing Director

Austin, Bartlesville, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Houston, Ponca City, Southlake

Adam Frinsco, CFP®, ChSNC®, CMT

Wealth Advisor

Austin, Houston

Ernest Neeley, MBA, CFP®

Wealth Advisor

Austin, Houston

Heather Ford, CFP®, CPA, CTFA, AEP®

Wealth Advisor

Austin, Houston

Jeff Kacal, CFP®, CTFA

Sr. Wealth Advisor

Austin, Houston

Joel Lange, CFA

Sr. Wealth Advisor

Austin

Laura Rowley, CFP^®, CTFA

Sr. Wealth Advisor

Austin, Houston

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Wealth Advisor

Austin, Houston

William McNutt, CFP®, EA

Wealth Advisor

Austin, Houston

Zeke Aviles, CFP®

Wealth Advisor

Austin

Laura Thompson

Director, Regional Sales

Austin, Bartlesville, Covington, Dallas – Park Cities, Houston, Ponca City

Glen Minton, CFP®

Sr. Vice President

Austin, Houston

Todd LaLuzerne, AAMS

Regional Vice President

Austin, Bartlesville, Dallas – Park Cities, Ponca City

Monica Hernandez

Financial Planner

Austin, Houston

Greg Alger

Unique Asset Manager

Austin, Houston

Amy Ruffing

Manager, Client Service

Austin, Houston

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Cecilia Gutierrez

Client Service Specialist

Austin, Houston

Danielle Frazier, CFP®

Sr. Manager, Client Service

Austin, Bartlesville, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Houston, Ponca City, Southlake, Starkville

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Creating Income in Retirement

Meet our Advisory Team

Search results for:

David H. Levy, MBA, CFP®, AEP®

Susan Travis, CFP^®, AEP^®, CTFA

Adam Frinsco, CFP®, ChSNC®, CMT

Ernest Neeley, MBA, CFP®

Heather Ford, CFP®, CPA, CTFA, AEP®

Jeff Kacal, CFP®, CTFA

Joel Lange, CFA

Laura Rowley, CFP^®, CTFA

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

William McNutt, CFP®, EA

Zeke Aviles, CFP®

Laura Thompson

Glen Minton, CFP®

Todd LaLuzerne, AAMS

Monica Hernandez

Greg Alger

Amy Ruffing

Brittnae Lacy

Cecilia Gutierrez

Danielle Frazier, CFP®

Ready to get started?

Explore More

Creating Income in Retirement

Guide to Home Office Tax Deductions

Can I Opt Out of 401(k) Automatic Enrollment?

Let’s get started.