Our advisors

Kyle Davis

AAMS, AWMA℠, APMA

Financial Advisor

Managing Director
Learn more about Kyle Davis

Zeb McKinzey

CFP®, APMA, CEPA®

Associate Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Zeb McKinzey


Our team

Danielle Edwards

Danielle Edwards

Lead Client Service Associate

Personal Intro

Danielle helps ensure that our clients receive the best possible service. She will book appointments for you and is the first person you should call if you have any administrative questions. She will ensure that the appropriate member of our team responds to your query.

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Trinity Lawrence

Trinity Lawrence

Client Service Associate

Personal Intro

Trinity assists the team in our technological needs, our client experience and is working to become fully licensed. Essentially, he assists us in every aspect of our business to ensure he has a great handle on how we take care of our clients. Trinity is from Texas and attended Sam Houston State University on a full academic scholarship. He graduated with a Bachelor of Business Administration with an Accounting major.

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