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Micah Adams headshot

Micah Adams, CFP®

Associate Wealth Manager

Michael J. Anderson

Michael J. Anderson, JD, CFP®

Senior Wealth Manager; Partner

Danielle Schneider

Danielle Barfield

Senior Client Operations Analyst

Grant Bennett

Grant Bennett

Client Operations Analyst

Colin Bindner

Colin Bindner, CFP®

Wealth Manager

Matt Borowski

Matt Borowski, CPWA®

Senior Wealth Manager; Partner

Katie Botik

Katie Botik

Senior Director of Human Resources

Caleb Brian

Caleb Brian, CFP®

Senior Wealth Manager

Ryan Brown

Ryan Brown

Associate Wealth Manager

Chris Conlan

Chris Conlan

Director of New Client Relationships

Kellie headshot

Kellie Crewse, CPWA®

Senior Wealth Manager

Claire Daigle

Claire Daigle

Office Coordinator

Paula Davis headshot

Paula P. Davis

Managing Director, Dallas; Partner

Adam Farris

Adam Farris, CFP®, CPA

Wealth Manager

Tom Flood

Tom Flood

Client Operations Analyst

Mark Gehlbach

Mark Gehlbach, CPWA®

President, Co-founder

Connor Gross

Connor Gross

Senior Investment Analyst

Anna headshot

Anna Hamilton

Portfolio Analyst

Brian Heider

Brian Heider, CFA®, CAIA®

Senior Director of Investments; Partner

164

Cumulative years of managing private and generational wealth

Marisa Helland

Marisa Helland

Senior Portfolio Analyst

Lakin Kennedy headshot

Lakin Kennedy

Manager of WAS Operations

Meredith Khonsari

Meredith Khonsari

Executive Assistant

Blake Kinney

Blake Kinney

Manager of Business Operations

Dhruv Maniktala

Dhruv Maniktala, CFA®

Chief Investment Officer; Partner

Jay McAuley

Jay McAuley

Senior Director of Strategic Relationships

Jamil McNeal

Jamil McNeal, CFA®, CAIA®

Director of Investments, Credit and Private Markets

Preston Morrison

Preston Morrison

Portfolio Analyst

Andrew Oberst

Andrew Oberst, CFP®

Manager of Trading

Chris Pate

Chris Pate

Managing Director, Fort Worth; Partner

Vanessa Ramic

Vanessa Ramic

Director of Client Operations

Ivan headshot

Ivan Salazar, CFP®, APMA®

Associate Wealth Manager

Jamie Scott

Jamie Scott, CFP®

Wealth Planner

Tara L. Scottino

Tara L. Scottino, CFP®

Senior Wealth Manager; Partner

William Sharp

William Sharp

Managing Director of Finance; Chief Compliance Officer; Partner

Jordan Westover

Jordan Westover

Client Operations Analyst

Holly Wilkins

Holly B. Wilkins

Director of Marketing

Scott A. Wood

Scott A. Wood, CIMA®, CPWA®

Chief Executive Officer, Co-founder

Mykael Young

Mykael S. Young

Client Onboarding Analyst

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