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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Southeast: New Orleans

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David H. Levy, MBA, CFP®, AEP®

Managing Partner

Austin, Houston, Covington, San Antonio, New Orleans – Metairie

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Covington, Houston, League City, The Woodlands

Anna Apodaca, CFP®, CDFA®

Partner

Rockwall, Dallas – Park Cities, Fort Worth – Colleyville, Plano, New Orleans – Metairie

José Castañeda, CFP®

Wealth Advisor

Rockwall, New Orleans – Metairie

Nicole Mosley, CFP®

Wealth Advisor

Bartlesville, Dallas – Park Cities, Rockwall, New Orleans – Metairie

Robert Reed, Jr., CFP^®

Sr. Wealth Advisor

Sam Hume - Wealth Advisor

Sam Hume

Wealth Advisor

Rockwall, Granbury, Fort Worth – Colleyville, New Orleans – Metairie

Will Walter

Wealth Advisor

William McNutt

William McNutt, CFP®, EA

Sr. Wealth Advisor

Austin, Houston, Covington, The Woodlands, New Orleans – Metairie

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Laura Thompson

Sr. Director, 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

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