Our Texas Offices

Our colleagues provide comprehensive financial management that encompasses every aspect of an individual’s financial life.

The team consists of Certified Financial Planners, Certified Public Accountants, Enrolled Agents, and other financial services professionals dedicated to helping you and your family achieve your short-, intermediate-, and long-term financial goals. They’ll work with you to develop and execute a comprehensive plan that addresses what’s important in your life.

Not from Texas? Our advisors are not bound by geography. They work with clients across the country.

Fort Worth Office

Our Fort Worth office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Houston Office

Our Houston office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

West Texas Office

Our West Texas office is located in Midland with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Meet Our Texas Colleagues

Senior Associate

Principal

Partner & Market Leader

Senior Associate

Associate

Associate

Associate

Senior Associate

Partner

Partner

Partner & Market Leader

Partner

Principal

Senior Principal

Principal

Partner & Market Leader

Principal

Associate

Principal

Principal

Principal

Principal

Partner

Principal

Senior Associate

Principal & Director of Training

Senior Associate

Partner

Associate

Senior Associate

Partner

Principal

Senior Associate

Principal

Associate

Partner

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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