Our advisors

James Lehman

CRPC, AAMS

Private Wealth Advisor

Learn more about James Lehman

Clint Wammack

CFP®, CRPC

Private Wealth Advisor

Learn more about Clint Wammack

Chad Williams

CFP®, CDFA®

Financial Advisor

Learn more about Chad Williams

Jenny Funderburk

CFP®, MBA

Financial Advisor

Business Financial Advisor
Learn more about Jenny Funderburk

Julia Donato

AAMS

Financial Advisor

Learn more about Julia Donato

Rich Cole

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Rich Cole

Rod Boaz

AAMS

Financial Advisor

Learn more about Rod Boaz


Our team

Jesse "Scott" Jones

Jesse "Scott" Jones

Operations Director,

Paraplanner

Qualifications

  • Series 7 License
  • Series 66 License
  • Texas Life and Health License
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Johnny R. Maberry

Johnny R. Maberry

Financial Planning Analyst,

Paraplanner

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 License
  • Series 66 License
  • Texas Life and Health License
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Glenda S. Gilmore

Glenda S. Gilmore

Client Service Coordinator

Qualifications

  • Over 20 Years of Client Service Experience
  • Office of Supervisory Jurisdiction Liason
  • Notary Public
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Candace Wilson

Candace Wilson

Client Service Coordinator,

Marketing Specialist

Qualifications

  • Bachelor of Business Administration
  • Notary Public
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Gina Donato

Gina Donato

Administrative Assistant

Qualifications

  • Bachelor of Business Administration
  • 15 years experience computer information systems
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Trisha Archey

Trisha Archey

Financial Planning Analyst,

Investment Manager

Qualifications

  • BFA

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