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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Southwest: Austin & San Antonio

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David H. Levy

David H. Levy, MBA, CFP®, AEP®

Sr. Wealth Advisor, Sr. Director

Austin, Houston, Covington

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Managing Director

Austin, Covington, Houston

Adam Frinsco, CFP®, ChSNC®, CMT

Wealth Advisor

Austin, Houston

Alyssa Calhoun - Wealth Advisor

Alyssa Calhoun, MBA, CFP®

Wealth Advisor

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

Joel Lange

Joel Lange, CFA

Sr. Wealth Advisor

L Rowley

Laura Rowley, CFP^®, CTFA

Sr. Wealth Advisor

Austin, Houston

Rebekah Burns

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Sr. Wealth Advisor

Austin, Houston

William McNutt

William McNutt, CFP®, EA

Wealth Advisor

Austin, Houston, Covington

Zeke Aviles, CFP®, CEP

Wealth Advisor

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

Todd LaLuzerne

Todd LaLuzerne, AAMS

Regional Vice President

Austin, Bartlesville, Dallas – Park Cities, Ponca City

Monica Hernandez

Financial Planner

Austin, Houston

G Alger

Greg Alger

Unique Asset Manager

Austin, Houston

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

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