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, MBA, CFP®, AEP®

Managing Partner

Austin, Houston, Covington, San Antonio, New Orleans – Metairie

Alyssa Calhoun - Wealth Advisor

Alyssa Calhoun, MBA, CFP®

Principal

Austin, 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

D Murray

Dean R. Murray, CFA

Sr. Wealth Advisor

Heather Jenkins Capps

Heather Ford, CFP®, CPA, CTFA, AEP®

Sr. Wealth Advisor

Austin, Houston

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, New Orleans – Metairie

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

Laura Thompson

Sr. Director, Client Development

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

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Geoff Nelson

Geoff Nelson, MBA, CFP®

Regional Vice President

Houston, Austin, San Antonio

Glen Minton

Glen Minton, CFP®

Sr. Vice President

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

Monica Hernandez

Financial Planner

Austin, Houston

William Flanders

Financial Planner

Austin, Houston

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