Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Southwest: Greater Houston

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Steven Hall

Steven Hall, JD, MBA

Regional Vice President

Catherine Franklin

Financial Planner

Monica Hernandez

Financial Planner

Austin, Houston

Scott Brooks

Scott Brooks

Financial Planner

G Alger

Greg Alger

Unique Asset Manager

Austin, Houston

Amy Ruffing

Manager, Client Service

Austin, Houston

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Candace Davis

Sr. Client Service Specialist

Cecilia Gutierrez

Sr. Client Service Specialist

Austin, Houston

Chayla Moore - Client Service Specialist

Chayla Moore

Client Service Specialist

Clifford (Cliff) Balgos

Client Service Specialist

Danielle Frazier

Danielle Frazier, CFP®

Sr. Manager, Client Service

Austin, Bartlesville, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Houston, Ponca City, Southlake, Starkville

Ivette Herrera

Client Service Specialist

Austin, Houston

Kobrah McFaden

Sr. Client Service Specialist

Lenda Sandoval

Manager, Client Service

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Sonia Rodriguez

Sr. Client Service Specialist

Austin, Houston

William Flanders

Sr. Client Service Specialist

Austin, Houston

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