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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Tracy Jackson

Tracy O. Jackson, MS, CFP®

Sr. Wealth Advisor

Trey Ingram, CFP®, CAIA®, MBA

Wealth Advisor

Troy Thompson, JD, CFP®

Sr. Wealth Advisor

Portland – SE

Tyler-Grubbs

Tyler Grubbs, AIF®

Sr. Wealth Advisor

Tyler Smith

Tyler Smith, CFP^®, AIF^®

Sr. Wealth Advisor

San Diego – Sorrento Valley, Newport Beach, Carlsbad

Vicki Arndt, MBA, ChFC®

Wealth Advisor

Victoria-Ferguson

Victoria Ferguson, CFP®

Wealth Advisor

Vince Hawkins

Sr. Wealth Advisor

Fort Worth – Colleyville

W. Cam Goodwin, CFP®

Sr. Wealth Advisor

Will Walter, CFP®

Wealth Advisor

Covington, New Orleans – Metairie

William Hinson, CFA®, CFP®

Sr. Wealth Advisor

William Howard

William Howard, CFP®, CFA

Wealth Advisor

William McNutt

William McNutt, CFP®, EA

Sr. Wealth Advisor

Austin, Houston, Covington, The Woodlands, New Orleans – Metairie

William Sands, CFP®

Wealth Advisor

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

Belinda Richardson

Belinda Richardson

Regional Vice President

Brian Yannaccone

Regional Vice President

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