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:

Southeast: Mississippi

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

Ernie George, CFP®, CLU®

Director

Danielle Frazier

Danielle Frazier, CFP®

Sr. Manager, Client Service

Austin, Bartlesville, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Houston, Ponca City, Southlake, Starkville

Katie Iglay

Manager of Operations

Vickie Willard

Client Services Specialist

Ready to get started?

Explore More

Doctor delivering bad news to an older gentleman

Retirement

When You or a Loved One Are Facing Terminal Illness: Finances To Address

June 26, 2025

Personal Finance

The House Tax Bill: Analyzing the Child Tax Credit

June 25, 2025

Family & Finance

Financial Realities of Adoption for LGBTQ+ and New Families

June 24, 2025

Continue Browsing