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.

Let’s talk

Search results for:

Location: Dallas – Park Cities

Clear All Filters

Kyndal Andrews, CFP®

Financial Planner

Dallas – Park Cities

Maggie Segrave, CFP®

Financial Planner

Dallas – Park Cities

Anika Turc

Sr. Client Service Specialist

Dallas – Park Cities

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Carson Green

Client Service Specialist

Dallas – Park Cities

Charlene Miller

Manager, Client Service

Dallas – Park Cities

Danielle Frazier, CFP®

Sr. Manager, Client Service

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

Justin Brown

Associate Vice President

Dallas – Park Cities

Justine Unbehend

Client Service Specialist

Dallas – Park Cities

Samantha Hoover

Financial Planner

Dallas – Park Cities

Taylor Johnson

Client Service Specialist

Dallas – Park Cities

Ready to get started?

Let’s Talk

Explore More

Family & Health

Do You Need a Family Financial Summit?

December 29, 2025

Estate Planning

Why Creatives Need Estate Planning: Tips for Protecting Your Assets

December 29, 2025

Tax Planning

CD Ladder vs. Treasury Ladder: Choosing a Smart Cash Strategy

December 22, 2025

Continue Browsing

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

Do You Need a Family Financial Summit?

Meet our Advisory Team

Search results for:

Kyndal Andrews, CFP®

Maggie Segrave, CFP®

Anika Turc

Brittnae Lacy

Carson Green

Charlene Miller

Danielle Frazier, CFP®

Justin Brown

Justine Unbehend

Samantha Hoover

Taylor Johnson

Ready to get started?

Explore More

Do You Need a Family Financial Summit?

Why Creatives Need Estate Planning: Tips for Protecting Your Assets

CD Ladder vs. Treasury Ladder: Choosing a Smart Cash Strategy

How would you like to connect?

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7