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:

Southwest: Greater Houston

Clear All Filters

Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Partner, Head of Client Delivery

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

David H. Levy

David H. Levy, MBA, CFP®, AEP®

Managing Partner

Austin, Houston, Covington

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Covington, Houston

Adam Frinsco, CFP®, ChSNC®, CMT

Sr. Wealth Advisor

Austin, Houston

Catherine Franklin

Associate Wealth Advisor

Dale Hawthorne

Dale Hawthorne

Wealth Advisor

Drew Kanaly

Drew Kanaly

Sr. Wealth Advisor

Ernest Neeley, MBA, CFP®

Wealth Advisor

Austin, Houston

G Williams

Gary Williams, CFP®

Sr. Wealth Advisor

Heather Jenkins Capps

Heather Ford, CFP®, CPA, CTFA, AEP®

Sr. Wealth Advisor

Austin, Houston

Jeff Kacal, CFP®, CTFA

Sr. Wealth Advisor

Austin, Houston

L Rowley

Laura Rowley, CFP^®, CTFA

Sr. Wealth Advisor

Austin, Houston

Leslie Bennett, CFP®

Wealth Advisor

Nick-Lyons

Nick Lyons

Principal

P Ip

Peter Ip, CFP®, CTFA

Sr. Wealth Advisor

Rebekah Burns

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Sr. Wealth Advisor

Austin, Houston

Stephanie Fernandes, CFP®

Regional Vice President

Sydney Hacker Image

Sydney Hacker, CFP®

Wealth Advisor

Dallas – Park Cities, Houston, Rockwall

Tim Moore, CFP®

Wealth Advisor

William McNutt

William McNutt, CFP®, EA

Sr. Wealth Advisor

Austin, Houston, Covington

Ready to get started?

Explore More

A pay role specialist reviewing social security

Tax Planning

Social Security Wage Base 2026 Increase: Employer Guide

January 16, 2026

Tax Planning

Tax Benefits of Employing Your Children in Your Business

January 15, 2026

Estate Planning

Help Maximize Your Giving Impact and Tax Benefits in 2026 with Donor-Advised Funds

January 14, 2026

Continue Browsing