Our advisors

Steve Jones

BFA, CRPC, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Steve Jones

Matthew Simcox, JD

JD, CKA®, APMA

Financial Advisor

Certified Kingdom Advisor
Learn more about Matthew Simcox, JD

Allison Adamson Miller

Financial Advisor

Learn more about Allison Adamson Miller

Nicholas Albert

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Nicholas Albert

Collin Bower

MBA

Financial Advisor

Learn more about Collin Bower


Our team

Joanne Hulsebus

Joanne Hulsebus

Operations Manager,

Client Service Coordinator

Qualifications

  • Bachelor of Arts, Sociology, College of St. Benedict
  • FINRA Series 63
  • FINRA Series 7
  • Texas Insurance - Life, Accident, Health and HMO
  • Texas Notary Public
  • 35 years of experience in the client service industry

Roles & Responsibilities

  • Supervisor of team and office
  • Organization of internal and external processes
  • Strategic development
  • Facilitation of team-wide practice compliance
  • Manage Client service and experience
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Jacqui Baker

Jacqui Baker

Business Development Manager,

Marketing Manager

Qualifications

  • Bachelor of Arts, Psychology, Asbury University
  • Texas Notary Public
  • 15 years of experience in the client service industry

Roles & Responsibilities

  • Client service scheduling
  • Plan and oversee seminars and events
  • Client referral contact
  • Manage practice website and social media accounts
  • Manage client service and experience
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Patt Hitt

Patt Hitt

Administrative Assistant

Qualifications

  • Bachelor of Arts, Anderson University
  • 18 years of experience in the client service industry

Roles & Responsibilities

  • Client data specialist
  • Client relations
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