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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Vince Hawkins

Sr. Wealth Advisor

Fort Worth – Colleyville

W. Cam Goodwin, CFP®

Sr. Wealth Advisor, Director

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Sr. Wealth Advisor, Director

William Howard

William Howard, CFP®, CFA

Wealth Advisor

William McNutt

William McNutt, CFP®, EA

Wealth Advisor

Austin, Houston, Covington

William S. “Stan” Bivin, CFP®

Sr. Wealth Advisor

William Sands, CFP®

Wealth Advisor

Yyvonne Wood

Yvonne Wood, CFP®

Sr. Wealth Advisor

Zac-Reynolds

Zac Reynolds, CFA®

Sr. Wealth Advisor

Zeke Aviles, CFP®

Wealth Advisor

Bryan Powers

Bryan Powers, CFP^®

Executive Vice President, Sales

Laura Thompson

Laura Thompson

Director, Regional Client Development

Austin, Bartlesville, Covington, Dallas – Park Cities, Houston, Ponca City

Will Mannon

Will Mannon

Head of Sales

Austin Minor

Austin Minor

Regional Vice President

Westport, Fairport, West Hartford, Woodbridge

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Ketchum, Portland, Portland – South, Spokane

Merrick Estes

G. Merrick Estes, Jr.

Sr. Vice President

Glen Minton

Glen Minton, CFP®

Sr. Vice President

Austin, Houston, Covington

Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus

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