With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Our advisors

Jennifer Marcontell

CFP®, BFA, ChFC®, AAMS, APMA, CRPC

Private Wealth Advisor

Learn more about Jennifer Marcontell

Allie Gwynn

CFP®, BFA

Associate Financial Advisor

Learn more about Allie Gwynn

Ryan E Heard

BFA, APMA

Associate Financial Advisor

Investment Specialist
Learn more about Ryan E Heard

Cody Kilpatrick

CFP®, APMA

Associate Financial Advisor

Learn more about Cody Kilpatrick

Todd Patton

BFA, CRPC, APMA

Associate Financial Advisor

Learn more about Todd Patton


Our team

Hannah Briggs

Hannah Briggs

Client Relationship Manager

Alicia Bryan

Alicia Bryan

Client Service Manager

Lawson Cavarretta

Lawson Cavarretta

Investment Specialist

Lindsey Hinojosa

Lindsey Hinojosa

Client Concierge

Tenna Howard

Tenna Howard

Operations Director

Kenzie Lackey

Kenzie Lackey

Marketing Manager,

Event Planner
Ashley Meck, CFP®

Ashley Meck, CFP®

Financial Planning Analyst

Qualifications

  • BFA™

  • CEPA®

  • APMA™

  • Series 7

  • Series 66

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Victoria Morales

Victoria Morales

Paraplanner

Qualifications

  • BFA™

  • APMA™

  • Series 7

  • Series 66

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Emily Powers

Emily Powers

Paraplanner

Qualifications

  • BFA™

  • APMA™

  • Series 7

  • Series 66

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Stacey Vasquez

Stacey Vasquez

Client Service Specialist

Abby Walker

Abby Walker

Client Relationship Manager

Christian Fell

Christian Fell

Intern

Irene Martinez

Irene Martinez

Intern