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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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

Fernando Baday

Client Service Specialist

Isaiah Awe

Client Service Specialist

Kelly Turner

Sr. Manager, Client Service

Kobrah McFaden

National Client Service Specialist

Lenda Sandoval

Manager, Client Service

Luis Seaman Valles

Client Service Specialist

Maureen Enem

Client Development Associate

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Sonia Rodriguez

Trust Operations Specialist

Austin, Houston

William Flanders

Sr. Client Service Specialist

Austin, Houston

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

Geoff Nelson

Geoff Nelson, MBA, CFP®

Regional Vice President

Houston, Austin, San Antonio

Jordan Holland, CFP®

Regional Vice President

Sugar Land, Houston

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