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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Southwest: Austin & San Antonio

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Danielle Frazier

Danielle Frazier, CFP®

Sr. Manager, Client Service

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

Jessica Rowe

Jessica Rowe

Client Service Specialist

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Sonia Rodriguez

Sr. Client Service Specialist

Austin, Houston

William Flanders

Sr. Client Service Specialist

Austin, Houston

D Murray

Dean R. Murray, CFA

Sr. Wealth Advisor

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