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: Rockwall

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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

Sydney Hacker Image

Sydney Hacker

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

Aleesha Grimes

Sr. Manager, Client Service

Derek DeMars

Client Service Specialist

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