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: Houston

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Brittnae Lacy

Service Operations Associate

Austin, Dallas – Park Cities, Houston

Candace Davis

Service Operations Associate

Cecilia Gutierrez

Service Operations Associate

Austin, Houston

Chayla Moore - Client Service Specialist

Chayla Moore

Service Operations Associate

Clifford (Cliff) Balgos

Financial Planner

Cynthia Cagle

Relationship Manager

Fernando Baday

Service Operations Associate

Isaiah Awe

Service Operations Associate

Kelly Turner

Sr. Manager, Client Service

Kobrah McFaden

Talent Developer

Lenda Sandoval

Manager, Client Service

Maureen Enem

Client Development Associate

Melissa Patenaude

Relationship Manager

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Sonia Rodriguez

Trust Operations Specialist

Austin, Houston

Valerie Glueck

Relationship Manager

Laura Thompson

Sr. Director, Client Development

Austin, Bartlesville, Covington, Dallas – Park Cities, Houston, Ponca City

Glen Minton

Glen Minton, CFP®

Sr. Vice President

Austin, Houston, Covington, San Antonio, League City, Sugar Land, The Woodlands, Starkville

Caleb Brasel

Regional Vice President

Geoff Nelson

Geoff Nelson, MBA, CFP®

Regional Vice President

Houston, Austin, San Antonio

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