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: Greater Houston

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William McNutt

William McNutt, CFP®, EA

Wealth Advisor

Austin, Houston, Covington

Laura Thompson

Laura Thompson

Director, Regional 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

Renee Weston

Regional Vice President

Daniel Lime

Sr. Financial Planner

Monica Hernandez

Financial Planner

Austin, Houston

Scott Brooks

Scott Brooks

Financial Planner

G Alger

Greg Alger

Unique Asset Manager

Austin, Houston

Amy Ruffing

Manager, Client Service

Austin, Houston

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Candace Davis

Sr. Client Service Specialist

Cecilia Gutierrez

Sr. Client Service Specialist

Austin, Houston

Chayla Moore - Client Service Specialist

Chayla Moore

Client Service Specialist

Clifford (Cliff) Balgos

Client Service Specialist

Danielle Frazier

Danielle Frazier, CFP®

Sr. Manager, Client Service

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

Fernando Baday

Client Service Specialist

Isaiah Awe

Client Service Specialist

Kobrah McFaden

National Client Service Specialist

Lenda Sandoval

Manager, Client Service

Luis Seaman Valles

Client Service Specialist

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