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.

Search results for:

Location: Rockwall

Clear All Filters

Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Director

Covington, Dallas – Park Cities, Fort Worth – Colleyville, Granbury, Houston, Ponca City, Rockwall, Scottsdale, Starkville, Bartlesville

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Director

David Reynolds

David P. Reynolds, CFP®, ChFC®, AAMS®

Sr. Director, Market Leader

Dallas – Park Cities, Fort Worth – Colleyville, Rockwall, Bartlesville, Ponca City

Anna Apodaca, CFP®, CDFA®

Wealth Advisor, Director

José Castañeda

José Castañeda, CFP®

Wealth Advisor

Nicole Mosley

Nicole Mosley, CFP®, CDFA®, CSLA

Wealth Advisor

Bartlesville, Dallas – Park Cities, Rockwall

Sam Hume - Wealth Advisor

Sam Hume

Wealth Advisor

Samuel Hussein - Wealth Advisor

Samuel Hussein

Wealth Advisor

Rockwall, Fort Worth – Colleyville, Dallas – Park Cities

Sydney Hacker Image

Sydney Hacker, CFP®

Wealth Advisor

Dallas – Park Cities, Houston, Rockwall

John Mazzei

John Mazzei, CFP®

Regional Vice President

Dallas – Park Cities, Fort Worth – Colleyville, Ponca City, Rockwall, Bartlesville, Plano, Granbury, Southlake

Aleesha Grimes

Sr. Manager, Client Service

Derek DeMars

Client Service Specialist

Ready to get started?

Explore More

A woman making donations to maximize her charitable tax deduction

Insights

Last Chance to Maximize Your Charitable Tax Deduction Benefits Before New 2026 Limitations

November 6, 2025

Insights

2026 Retirement Plan Contribution Limits and Catch-Up Rules

November 5, 2025

Insights

Smart Holiday Gifting: OBBBA 2025 Tax Benefits Explained

November 4, 2025

Continue Browsing