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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Sydney Hacker, CFP®

Wealth Advisor

Dallas – Park Cities, Houston, Rockwall

Tim Moore, CFP®

Wealth Advisor

William McNutt

William McNutt, CFP®, EA

Sr. Wealth Advisor

Austin, Houston, Covington, The Woodlands

Zeke Aviles, CFP®, CEP

Wealth Advisor

Austin, San Antonio

Amy Ruffing

Manager, Client Service

Austin, Houston

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Candace Davis

Sr. Client Service Specialist

Cecilia Gutierrez

Sr. Client Service Specialist

Austin, Houston

Chayla Moore - Client Service Specialist

Chayla Moore

Client Service Specialist

Clifford (Cliff) Balgos

Client Service Specialist

Fernando Baday

Client Service Specialist

Isaiah Awe

Client Service Specialist

Jessica Rowe

Jessica Rowe

Sr. Client Service Specialist

Kelly Turner

Sr. Manager, Client Service

Kobrah McFaden

National Client Service Specialist

Lenda Sandoval

Manager, Client Service

Luis Seaman Valles

Client Service Specialist

Maureen Enem

Client Development Associate

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Sonia Rodriguez

Trust Operations Specialist

Austin, Houston

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