Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Shannon Harris

CFP®, BFA, CDFA®

Private Wealth Advisor

Managing Partner of Ecclesiastes Wealth Partners
Learn more about Shannon Harris Visit Shannon Harris's website

Sarah Walsh

CFP®, BFA, CDFA®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Sarah Walsh Visit Sarah Walsh's website

Justin Snowden

CFP®, BFA, APMA, CMFA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Justin Snowden Visit Justin Snowden's website

Cole E Williams

CFP®, BFA, CIMA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Cole E Williams Visit Cole E Williams's website


Our team

Michelle Conklin

Michelle Conklin

Client Service Coordinator

Michelle Collis

Michelle Collis

Event Planner,

Marketing Consultant
Amy Cheek

Amy Cheek

Practice Manager

Isabel Crow

Isabel Crow

Financial Planning Specialist

Qualifications

  • FPQP®

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Christie Huckaby

Christie Huckaby

Client Service Manager

Qualifications

  • Texas Life and Health Insurance Licensed

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Amy Bonzon

Amy Bonzon

Paraplanner

Qualifications

  • APMA®

  • BFATM

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