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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Sam Hume

Wealth Advisor

Rockwall

Samuel Hussein

Wealth Advisor

Rockwall, Fort Worth – Colleyville, Dallas – Park Cities

Sydney Hacker, CFP®

Wealth Advisor

Dallas – Park Cities, Houston, Rockwall

Vince Hawkins

Sr. Wealth Advisor

Fort Worth – Colleyville

Laura Thompson

Director, Regional Client Development

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

George Bruneau

Regional Vice President

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

John Mazzei, CFP®

Regional Vice President

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

Todd LaLuzerne, AAMS

Regional Vice President

Austin, Bartlesville, Dallas – Park Cities, Ponca City

Cindy Biernbaum

Financial Planner

Fort Worth – Colleyville

James Justus

Sr. Financial Planner

Dallas – Park Cities

Kyndal Andrews, CFP®

Financial Planner

Dallas – Park Cities

Maggie Segrave, CFP®

Financial Planner

Dallas – Park Cities

Aleesha Grimes

Sr. Manager, Client Service

Rockwall

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

Derek DeMars

Client Service Specialist

Rockwall

Justin Brown

Associate Vice President

Dallas – Park Cities

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