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.

Dustin C. Stiefel

Sr. Wealth Advisor

Fort Worth – Colleyville

Ernie George, CFP®, CLU®

Director

Frances Smith - Sr. Wealth Advisor, Director

Frances Smith, CFP®, CSRIC®

Sr. Wealth Advisor, Director

Jamie Block

Jamie Block, CFP^®, CPA/PFS, MBA, CDFA^®, AEP®

Sr. Wealth Advisor, Sr. Director

Jedd Nicolas, CFP®

Sr. Wealth Advisor, Director

Jerry Zimmerer, CFP®, CPA

Sr. Wealth Advisor

Jim Czirr, CFP®, CFA

Sr. Wealth Advisor, Sr. Director

Jojo Cresci

Jojo Cresci, CFP^®

Sr. Wealth Advisor, Sr. Director

Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Director

Durham, McLean, Richmond, Raleigh, Roanoke

Karrie Spencer

Karrie Spencer, CFP^®

Managing Director

Bellevue, Portland, Portland – South

Matt Cook - Managing Director

Matt Cook, CFP®, AEP®

Managing Director

Kahului, Santa Barbara, Woodland Hills

Matthew R. Bohrer

Matthew R. Bohrer

Managing Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

Richard Coles - Sr. Wealth Advisor

Richard Coles, CFP®, CDFA®

Sr. Wealth Advisor

Scott Neal - Sr. Wealth Advisor

Scott Neal, CFP®, CPA

Sr. Wealth Advisor

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Managing Director

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

Aaron Langston

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Adam Frinsco, CFP®, ChSNC®, CMT

Wealth Advisor

Austin, Houston

Adam Govani, CFP®

Wealth Advisor

Adam Oliver Image

Adam Oliver, CFP®

Wealth Advisor

Denver – Greenwood Village

Adis Mehic, CFP®

Wealth Advisor

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