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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W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Principal

William Howard

William Howard, CFP®, CFA

Wealth Advisor

William McNutt

William McNutt, CFP®, EA

Sr. Wealth Advisor

Austin, Houston, Covington, The Woodlands

William Sands, CFP®

Wealth Advisor

Yvonne-Jimenez

Yvonne Jimenez

Partner

Yyvonne Wood

Yvonne Wood, CFP®

Sr. Wealth Advisor

Zac-Reynolds

Zac Reynolds, CFA®

Sr. Wealth Advisor

Zack Schiller, CFP®

Sr. Wealth Advisor

Zeke Aviles, CFP®, CEP

Wealth Advisor

Austin, San Antonio

Bryan Powers, CFP^®

Executive Managing Partner

Laura Thompson

Laura Thompson

Director, Regional Client Development

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

Will Mannon

Will Mannon

Executive Managing Partner

Austin Minor

Austin Minor

Regional Vice President

Westport, Fairport, West Hartford, Woodbridge, Nashua, Old Lyme, Peabody, Boston – West

Belinda Richardson

Belinda Richardson

RVP, Community

Christopher Sporer

Regional Vice President

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

Glen Minton

Glen Minton, CFP®

Sr. Vice President

Austin, Houston, Covington, San Antonio, League City, Sugar Land, The Woodlands, Starkville

Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park, Roseville, Reno, Mountain View – Silicon Valley

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