Meet the Team

Meet the Team

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

 

Advisors

Brian Blair , CFP®, RICP®

Advisor

Office 940-767-0303


Email

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Austin Mitchell , CFP®

Advisor

Office 972-731-4005


Email

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Treston Teague , CFP®

Advisor

Office 940-767-0303


Email

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Abigail Craig

Advisor

Office 940-767-0303


Email

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Josh Whittiker , CPA

Advisor

Office 940-767-0303


Email

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Support

Stacie Cook

Chief Operations Officer

Office 940-767-0303


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Jared Coats

Office Coordinator

Office 940-767-0303


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Cheslea Muniz

Client Relations Manager

Office 940-767-0303


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Alicia Duran

Client Relations Manager

Office 940-767-0303


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Victor Cordova

Investment Operations Associate

Office 940-767-0303


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Thea Oosthuizen

Director of Investment Operations

Office 972-731-4000


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Gina Prickett

Client Service Manager

Office 940-767-0303


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Teri Higgins

Operations Assistant

Office 940-767-0303


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Peggy Terrell

Director of Insurance Operations

Office 940-767-0303


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Joanna Hayden

Director of Insurance Operations

Mobile 972-731-4001


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Kristen McCleskey

Client Service Manager

Office 940-767-0303


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Kiegan Hart

Financial Planning Analyst

Office 940-767-0303


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Affiliates

James R. Newlon , CLU®, CLTC®

Financial Advisor

Office 817-685-6767


Email

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