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

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Nicholas Albert


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,

Client Service Coordinator

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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Collin Bower

Collin Bower

Operations Specialist,

Paraplanner

Qualifications

  • Bachelor of Business Administration, Accounting and Finance, Stephen F. Austin State University

    Master of Business Administration, Stephen F. Austin State University

  • SIE

  • FINRA Series 63

  • FINRA Series 65

  • FINRA Series 7

  • Texas Insurance - Life, Accident, Health and HMO

Roles & Responsibilities

  • Client meeting liaison
  • Manage client service and experience
  • Client meeting prep and follow up
  • Client data specialist
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Hannah Fudge

Hannah Fudge

Client Concierge,

Administrative Assistant

Qualifications

  • Bachelor of Science, Hospitality Management, University of North Texas

  • Master of Arts, Reading with and emphasis in Elementary Education

  • 9 years of experience in the client service industry

Roles & Responsibilities

  • Client service scheduling
  • Manage client service and experience
  • Team concierge for Truevine Wealth Partners
  • Meeting preparation
  • Mail handling and check processing
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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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