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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Taylor Johnson

Client Service Specialist

Dallas – Park Cities

Theresa Nichols

Theresa Nichols

Client Service Specialist

Theresia Reid - Sr Client Service Specialist

Theresia Reid

Sr. Client Service Specialist

Thomas Baillie

Relationship Manager

Tony Bullocks

Relationship Manager

Tracy Friedel

Service Operations Associate

Trevor Combs

Trevor Combs

Relationship Manager

Trisha Miller

Manager, Client Development Associates

Trista Hill

Relationship Manager

Tyler Frank

Client Service Specialist

Tyler Weinrich

Tyler Weinrich

Client Service Specialist

Valerie Glueck

Relationship Manager

Vickie Willard

Client Services Specialist

Victoria Mitchell

Relationship Manager

Victoria Toledo

Service Operations Associate

Denver, Denver – Greenwood Village

Virginia Cramp

Sr. Client Service Specialist

Bend, Bend – Downtown

Virginia Rutland

Client Service Specialist

Vivian Covert

Client Service Specialist

Denver, Denver – Greenwood Village

Wendy Reeves, WMS℠

Relationship Manager

Wesley Tagoe

Relationship Manager

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