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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Location: Austin

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David H. Levy

David H. Levy, MBA, CFP®, AEP®

Managing Partner

Austin, Houston, Covington, San Antonio

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Covington, Houston, League City, The Woodlands

Adam Frinsco, CFP®, CMT, ChSNC®

Sr. Wealth Advisor

Austin, Houston

Alyssa Calhoun - Wealth Advisor

Alyssa Calhoun, MBA, CFP®

Principal

Austin, San Antonio

Ernest Neeley, MBA, CFP®

Wealth Advisor

Austin, Houston

Heather Jenkins Capps

Heather Ford, CFP®, CPA, CTFA, AEP®

Sr. Wealth Advisor

Austin, Houston

Jeff Kacal, CFP®, CTFA

Sr. Wealth Advisor

Austin, Houston, Sugar Land

Joel Lange

Joel Lange, CFA®, MBA

Sr. Wealth Advisor

Rebekah Burns

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Sr. Wealth Advisor

Austin, Houston, League City, The Woodlands, Sugar Land

William McNutt

William McNutt, CFP®, EA

Sr. Wealth Advisor

Austin, Houston, Covington, The Woodlands

Zeke Aviles, CFP®, CEP

Wealth Advisor

Austin, San Antonio

Amy Ruffing

Manager, Client Service

Austin, Houston

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Cecilia Gutierrez

Sr. Client Service Specialist

Austin, Houston

Jessica Rowe

Jessica Rowe

Sr. Client Service Specialist

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Sonia Rodriguez

Trust Operations Specialist

Austin, Houston

William Flanders

Sr. Client Service Specialist

Austin, Houston

Laura Thompson

Laura Thompson

Director, Regional Client Development

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

Glen Minton

Glen Minton, CFP®

Sr. Vice President

Austin, Houston, Covington, San Antonio, League City, Sugar Land, The Woodlands, Starkville

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Tax Planning

Washington’s Income Tax Debate: Capital Gains, the Millionaires’ Tax, and What Comes Next

March 24, 2026

Estate Planning

Estate Planning for Women Who Expect to Live — and Lead — Longer

March 23, 2026

Investment Management

The Stock Market Was Strong Entering the Turmoil of the Iran War

March 19, 2026

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