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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Location: Dallas – Park Cities

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Anika Turc

Client Service Specialist

Dallas – Park Cities

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Charlene Miller

Manager, Client Service

Dallas – Park Cities

Danielle Frazier

Danielle Frazier, CFP®

Sr. Manager, Client Service

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

Justine Unbehend

Client Service Specialist

Dallas – Park Cities

Midori Anderson

Client Service Specialist

Bartlesville, Dallas – Park Cities

Samantha Hoover - Client Service Specialist

Samantha Hoover

Client Service Specialist

Dallas – Park Cities

Taylor Johnson

Client Service Specialist

Dallas – Park Cities

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