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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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Todd LaLuzerne, AAMS

Sr. Vice President

Bartlesville, Dallas – Park Cities, Ponca City

Cindy Biernbaum

Financial Planner

Fort Worth – Colleyville

James Justus

Sr. Financial Planner

Dallas – Park Cities

Jarrod Brock

Financial Planner

Rockwall

Kayla Samuel

Sr. Financial Planner

Dallas – Park Cities

Nishant Mehta

Financial Planner

Dallas – Park Cities

Samantha Hoover

Financial Planner

Dallas – Park Cities

Nita Taylor

Estate Planning Service Specialist

Fort Worth – Colleyville

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Springfield, Denver – Greenwood Village, Colorado Springs

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Meet our Advisory Team

Search results for:

Todd LaLuzerne, AAMS

Cindy Biernbaum

James Justus

Jarrod Brock

Kayla Samuel

Nishant Mehta

Samantha Hoover

Nita Taylor

Laura Combs, CFP®, MBA

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Beyond Business Growth: Wealth Planning for Women Founders

Illinois Estate Tax: What High-Net-Worth Families Need To Know

Questions to Ask When Choosing a Financial Advisor

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