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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®

Managing Partner

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

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Covington, Houston, League City, The Woodlands

Robert Reed, Jr., CFP^®

Sr. Wealth Advisor

Covington

Will Walter, CFP®

Wealth Advisor

Covington, New Orleans – Metairie

William McNutt, CFP®, EA

Sr. Wealth Advisor

Austin, Houston, Covington, The Woodlands, New Orleans – Metairie

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Glen Minton, CFP®

Sr. Vice President

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

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