Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Offices:
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.
3526 West Vickery Boulevard
Fort Worth, Texas 76107
We're comprised of:
4900 Woodway Drive, Suite 550
Houston, TX 77056
3100 North A Street
Midland, Texas 79705
Larry Adams, CPFA, AIF®
Partner
Julie Banda
Senior Associate
Chelle Barberena
Principal
Laurie Belew, CFP®
Partner & Market Leader
Brendan Cunningham
Associate
Fiona Dean
Kellye Fields
Candice Frank
Doug Garrison, CFP®
Nick Gerber
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Shelia Gray
Hunter Haley, CFP®, CPA
Michael Harano
Tom Karsten
Alexey Kassabov, CPA
Allen Kozel, CFP®
Kati Krause
Cameron Lehrmann, CPA
Austin Little, CFP®
Peter Martin, CPA
Charles McRae, CFP®, CEPA®
Jessica Mendoza
Lesa Newell
Brooklyn Ogburn
Jeffrey Paladini, CFP®
Chris Pleshek, CPA
Thomas Richardson, CPA
Tristan Romo
Jonathan Salvato, CFP®
Charmaine Sherlock
Jennifer Watson, CPA
Tracey Wood-Sanford, CPA
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Jonathan Taylor
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