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

Abby Tago

Client Service Specialist

Dallas – Park Cities

Anika Turc

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

Midori Anderson

Client Service Specialist

Bartlesville, 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

A man riding in a classic car he just invested in!

Insights

Investing in Classic Cars: A Passion That Can Pay Off

October 30, 2025

Insights

A Trust vs. A Will: Which One Is Right For You?

October 29, 2025

Insights

Your Guide to Making the Most of Workplace Benefits

October 28, 2025

Continue Browsing

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

Investing in Classic Cars: A Passion That Can Pay Off

Meet our Advisory Team

Search results for:

Abby Tago

Anika Turc

Brittnae Lacy

Carson Green

Charlene Miller

Danielle Frazier, CFP®

Justin Brown

Justine Unbehend

Midori Anderson

Samantha Hoover

Taylor Johnson

Ready to get started?

Explore More

Investing in Classic Cars: A Passion That Can Pay Off

A Trust vs. A Will: Which One Is Right For You?

Your Guide to Making the Most of Workplace Benefits

How would you like to connect?

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7