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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Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Director

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

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

Katherine (Nicole) Phillips

Wealth Advisor

Robert Reed, Jr., CFP^®

Sr. Wealth Advisor

William McNutt

William McNutt, CFP®, EA

Wealth Advisor

Austin, Houston, Covington

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

Danielle Frazier

Danielle Frazier, CFP®

Sr. Manager, Client Service

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

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

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