Our Team

 

Partners

Chad Armstrong , CFA®, CLU®, ChFC®, CFP®, AEP®

Partner

Mobile 214-228-5117


Email

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Jason Bang , CFP®, WMCP®

Partner

Office 972-937-9300


Mobile 361-550-4670


Email

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Bill Cunningham , CLU®, ChFC®, CFP®, AEP®

Partner

Office 318-550-2670


Email

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Joe Fallon , CFP®, CLU®, ChFC®

Partner

Office 903-892-3323


Office 972-219-4722


Email

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Tom Weilert , CLU®, ChFC®, RICP®

Partner

Office 972-518-3001


Email

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Karen Wilund , CPA, M.S.T.

Partner

Office 972-518-3001


Email

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Kathleen Wunderlick , M.Ed.

Partner

Office 972-518-3001


Email

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Tom Wunderlick

Partner

Office 972-518-3001


Email

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David Adamson

Director of Investments

Office 972-518-3001


Email

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Associates

Will Brezette

Financial Advisor

Office 972-661-9888


Email

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Madison Lee Carrier

Financial Advisor

Mobile 469-261-8582


Email

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Mallory Green , CFP®

Financial Advisor

Office 972-518-3001


Email

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Chase Headley

Financial Representative

Office 972-661-9888


Email

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Will Coffey

Financial Representative

Office 972-661-9888


Email

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Lead Advisors

Linda Beck , RICP®

Lead Advisor

Office 972-518-3001


Email

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Holley Black

Lead Advisor

Office 972-518-3001


Email

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Amy Taylor

Associate Financial Representative

Office 972-661-9888


Email

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Associate Financial Representatives

Gayle Averitt

Administrative Assistant

Office 972-661-9888


Email

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Jonathan Sclafani

Associate Financial Representative

Office 972-661-9888


Email

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Angel Cruz

Associate Financial Representative

Office 972-661-9888


Email

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Sally Smith

Associate Financial Representative

Office 972-518-3001


Email

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Heather Larkin

Associate Financial Representative

Mobile 972-921-7615


Office 972-937-9300


Email

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Cindy Lenert

Associate Financial Representative

Office 903-892-3323


Email

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Chandler Nance

Associate Wealth Management Advisor

Office 318-227-0711


Email

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Jamie Morgan

Associate Financial Representative

Office 318-227-0711


Email

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Qualified Planning

Karen Wilund , CPA, M.S.T.

Partner

Office 972-518-3001


Email

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Todd Alan Braden , CFP®

Director of Planning Services

Office 972-518-3001


Email

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Dave Seeds Jr

Lead Advisor

Office 972-518-3001


Email

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Operations

Amanda Cox

Director of Operations

Office 972-663-7206


Email

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Ali Valero

Director of Marketing

Office 972-518-3001


Email

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Patrick Weilert

Associate Financial Representative

Office 972-661-9888


Email

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Margaret Boehmer

Marketing Assistant

Office 314-721-7799


Email

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Maggie Gillen

Administrative Assistant

Office 972-661-9888


Email

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