Meet the Team

The right people can change how you see the path ahead.

Team photo

 

Advisors

Brian Blair , CFP®, RICP®

Partner and Private Wealth Advisor

Office 940-767-0303


Email

Read Bio

Treston Teague , CFP®

Private Wealth Advisor

Office 940-767-0303


Email

Read Bio

Abigail Craig , RICP®

Advisor

Office 940-767-0303


Email

Read Bio

Josh Whittiker , CPA, RICP®

Advisor

Office 940-767-0303


Email

Read Bio

Support

Stacie Cook

Chief Operations Officer

Office 940-767-0303


Email

Read Bio

Jared Coats

Director of Branding

Office 940-767-0303


Email

Read Bio

Cheslea Muniz

Client Service Manager

Office 940-767-0303


Email

Read Bio

Alicia Duran

Marketing and Client Relations Manager

Office 940-767-0303


Email

Read Bio

Gina Prickett

Investment Operations Associate

Office 940-767-0303


Email

Read Bio

Teri Higgins

Investment Operations Associate

Office 940-767-0303


Email

Read Bio

Kristen McCleskey

Director of Insurance Operations

Office 940-767-0303


Email

Read Bio

Kiegan Hart

Financial Planning Analyst

Office 940-767-0303


Email

Read Bio

Whitney Persick

Investment Operations Associate

Office 940-767-0303


Email

Read Bio

Aryn Meyers

Insurance Operations Associate

Office 940-767-0303


Email

Read Bio

Logan Carroll

Client Service Associate

Office 940-767-0303


Email

Read Bio

Fynne Forde , MBA

Client Service Associate

Office 940-767-0303


Email

Read Bio

Affiliates

Scott Lane

Wealth Management Advisor

Office 972-663-7209


Email

Read Bio

James R. Newlon , CLU®, CLTC®

Financial Advisor

Office 817-685-6767


Email

Read Bio