• Julie Ball

    Julie Ball

    Client Service ManagerP 469.246.3600
  • Darlene Brents - Money Matters

    Darlene Brents

    Executive Assistant to Ken Moraif, CEOP 469.246.3637
  • Victoria Cannon

    Marketing SpecialistP 469.246.3620
  • Susan Carrillo

    Susan Carrillo

    Vice President, MarketingP 469.246.3678
  • David Cockrum

    David Cockrum

    Chief Operating OfficerP 469.246.3630
  • Jim Croschere - Money Matters

    Jim Croschere

    Director of Advisory ServicesP 469.246.3636
  • Julianne Cruz - Money Matters

    Julianne Cruz, CFP®, CRPC®

    Director of Advisory ServicesP 818.918.6273
  • Bill Freye - Money Matters

    Bill Frye

    Chief Compliance OfficerP 469.246.3627
  • Nadia Green

    Compliance AnalystP 469.246.3672
  • Linda Hampton - Money Matters

    Linda Hampton

    Client Relations & EventsP 469.246.3634
  • Carla Hobbs

    Carla Hobbs

    Solutions DirectorP 610.247.8495
  • Max Jaffe - Money Matters

    Max Jaffe

    Financial EducatorP 469.246.3600
  • Patsy Jones - Money Matters

    Patsy Jones

    Client RelationsP 469.246.3651
  • Bela Kaul - Money Matters Senior Compliance Analyst

    Bela Kaul

    Senior Compliance AnalystP 469.246.3675
  • Donya Leeman - Money Matters

    Donya Leeman

    Director of Learning and DevelopmentP 469-246-3640
  • Paul Leeman - Money Matters

    Paul Leeman

    Financial EducatorP 469.246.3600
  • Belinda Massey

    Belinda Massey

    Middle Office QA AnalystP 469.246.3695
  • Janet Monda

    Janet Monda

    Director First ImpressionsP 469.246.3600
  • Alexa Moraif

    PR and Communications ManagerP 469.246.3600
  • Picture of Aubrey Moraif - Learning and Development Coordinator at Money Mattes

    Aubrey Moraif

    Learning and Development CoordinatorP 469.246.3673
  • Harold Sandberg - Money Matters Client Relations

    Harold Sandberg

    Client RelationsP 469.246.3650
  • Sunny Stanila

    Senior Digital and Graphic DesignerP 469.246.3659
  • Money Matters with Ken Moraif

    Jessica Staubach

    Accounting AssistantP 469.246.3645
  • Julia Stuart

    Julia Stuart

    Director of Client ServiceP 469.246.3647
  • Eric Walker

    Eric Walker

    Executive Vice President, Advisory ServicesP 469.246.3686
  • Austin Wright - Money Matters Financial Educator

    Austin Wright

    Financial EducatorP 469.246.3600
  • Daniel Franco

    Daniel Franco

    Client Service AssociateWoodland Hills, CAP 818.918.6270F 818.455.4567
  • Leigh Ann Freeman - Money Matters Client Service Associate

    Leigh Ann Freeman

    Client Service AssociateNorth Dallas, TXP 469.246.3616F 469.246.3699
  • Tammy Garcia

    Client Service AssociateThe Woodlands, TXP 832.791.2300F 832.442.5407
  • Sandy Gilreath - Money Maters Senior Client Service

    Sandy Gilreath

    Senior Client Service AssociateFort Worth, TXP 817.717.8200F 817.549.6974
  • Ja'Lena Griffeth

    Ja'Lena Griffeth

    Client Service AssociateNorth Dallas, TXP 469.246.3604F 469.246.3696
  • Lisa Monello

    Lisa Monello

    Client Service AssociateNorth Dallas, TXP 469.246.3604F 469.246.3696
  • Nina Okumura - Client Service Associate at Money Matters

    Nina Okumura

    Client Service AssociateSouth Bay/West LA, CAP 424.290.8870F 424.217.4854
  • Juan Olea - Client Service Associate at Money Matters

    Juan Olea

    Client Service AssociatePasadena, CAP 323.703.5750F 323.978.2872
  • Money Matters with Ken Moraif

    Renee Riles

    Client Service AssociateNorth Dallas, TXP 469.246.3616F 469.246.3699
  • Mary Roberts

    Mary Roberts

    Client Service AssociateHouston, TXP 713.255.1007F 713.255.1008
  • Ginger Robinson - Client Service Associate at Money Matters

    Ginger Robinson

    Client Service AssociateOklahoma City, OKP 405.395.4310F 405.673.5798
  • Gina Smith - Senior Client Service at Money Matters

    Gina Smith

    Senior Client Service AssociateHouston, TXP 713.255.1007F 713.255.1008
  • Lezlie Smith - Client Service Associate at Money Matters

    Lezlie Smith

    Client Service AssociateNorth Dallas, TXP 469.246.3604F 469.246.3696
  • Sylvia Tadros

    Sylvia Tadros

    Client Service AssociateHouston, TXP 713.255.1007F 713.255.1008
  • Crystal Tarrant - Client Service Associate at Money Matters

    Crystal Tarrant

    Client Service AssociateNorth Dallas, TXP 469.246.3616F 469.246.3699
  • Shanirah Widow - Client Service Associate at Money Matters

    Shanirah Widow

    Client Service AssociateHouston, TXP 713.255.1007F 713.255.1008
  • Elizabeth Wittman - Client Service Associate at Money Matters

    Elizabeth Wittman

    Client Service AssociateChandler, AZP 480.462.0600F 480.452.0689
  • Picture of Roxie Yauger - Client Service Associate at Money Matters

    Roxie Yauger

    Client Service AssociateFort Worth, TXP 817.717.8200F 817.549.6974
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