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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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Southwest: Dallas Fort Worth

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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 - Client Service Specialist

Samantha Hoover, CFP®

Financial Planner

Dallas – Park Cities

Nita Taylor

Estate Planning Service Specialist

Fort Worth – Colleyville

Todd LaLuzerne, AAMS

Sr. Vice President

Bartlesville, Dallas – Park Cities, Ponca City

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:

James Justus

Jarrod Brock

Kayla Samuel

Nishant Mehta

Samantha Hoover, CFP®

Nita Taylor

Todd LaLuzerne, AAMS

Laura Combs, CFP®, MBA

Ready to get started?

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A Family Office for Your Family: A Wealth Tradition Within Reach

The 2026 Midterm Elections and Why Politics and Investing Still Don’t Mix

Retirement Tax Planning: Your Lowest-Tax Window May Be Open

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