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.

Alyssa Calhoun - Wealth Advisor

Alyssa Calhoun, MBA, CFP®

Principal

Austin, San Antonio

Amitha Harichandran

Andra Reason, CPA, CFP®

Partner

Ames, West Des Moines

Andrew Shannon

Andrew Shannon, CFP®

Wealth Advisor

Anna Apodaca, CFP®, CDFA®

Partner

Rockwall, Dallas – Park Cities, Fort Worth – Colleyville, Plano, New Orleans – Metairie

Anthony Lugo, CFP®, CEPA

Wealth Advisor

Art Haws

Audrey Baker

Austin-Lewis

Austin Lewis, JD, MBA, CFP®

Wealth Advisor

Denver – Greenwood Village

Barbara Rishel

Barry Cohen

Ben Gyulambaryan

Ben Rowse

Bennet Thonakkara, CFA®, CPA

Partner

Nashua, Woodbridge, Old Lyme, West Hartford, Westport, Peabody

Bernie Salamone, CPA, CFP®, JD

Sr. Wealth Advisor

Bill Ennis, CPA/PFS

Sr. Wealth Advisor

Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Frank Bowling

Bo Bowling

Sr. Wealth Advisor

Bob Burlinson

B Wissinger

Brandon Wissinger, CFP®

Sr. Wealth Advisor

San Diego – Sorrento Valley

Explore More

Tax Planning

Tax Strategies for Airline Pilots

June 5, 2026

Estate Planning

How Upstream Planning Can Help Preserve Generational Wealth

June 4, 2026

What Clients Ask

Questions to Ask When Choosing a Financial Advisor

June 3, 2026

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