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: Rockwall Location: Fort Worth – Colleyville Location: Dallas – Park Cities

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Carl Larimore, CFP®, AEP®

Partner

Bartlesville, Dallas – Park Cities, Ponca City

Jackie Schlup Daniels, CFP®, CDFA®, AEP®, ChSNC®

Principal

Dallas – Park Cities

Kalita Blessing, CFP®, CAP®, AEP®, CSRIC™

Partner

Dallas – Park Cities

George Bruneau

Regional Vice President

Bartlesville, Dallas – Park Cities, Fort Worth – Colleyville, Plano, Ponca City

John Mazzei, CFP®

Regional Vice President

Dallas – Park Cities, Fort Worth – Colleyville, Ponca City, Rockwall, Bartlesville, Plano, Granbury

Aleesha Grimes Zear

Sr. Manager, Client Service

Rockwall

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Bryanna Jasso

Relationship Manager

Dallas – Park Cities

Carson Gajewski

Client Service Specialist

Dallas – Park Cities

Carson Green

Client Service Specialist

Dallas – Park Cities

Charlene Miller

Manager, Client Service

Dallas – Park Cities

Derek DeMars

Client Service Specialist

Rockwall

Haley Mitchell

Service Operations Associate

Dallas – Park Cities

Jordan Chambers-Blair

Service Operations Associate

Dallas – Park Cities

Laura Thompson

Sr. Director, Client Development

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

Mary Elizabeth Clifford

Relationship Manager

Dallas – Park Cities

Melissa Cleghorn

Client Service Specialist

Fort Worth – Colleyville

Shannon Clapp

Relationship Manager

Dallas – Park Cities

Sonja Johnson

Client Service Specialist

Dallas – Park Cities

Taylor Johnson

Client Service Specialist

Dallas – Park Cities

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Meet our Advisory Team

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