• 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
  • Carolyn Last - Money Matters

    Carolyn Chatman

    General Ledger AccountantP 469.246.3645
  • 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 AnalystNorth Dallas, TXP 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
  • Buffy Nelms - Senior Client Service at Money Matters

    Buffy Smith

    Middle Office, ManagerNorth Dallas, TXP 469.246.3677
  • Michael Nemes - Money Matters

    Michael Nemes

    Client RelationsP 469.246.3652
  • Tiny Phillips

    Tiny Phillips

    Middle Office, AnalystNorth Dallas, TXP 469.246.3694
  • Bill Randolph - Money Matters Controller

    Bill Randolph

    ControllerP 469.246.3632
    • 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
    • Michele Reichman - Client Service Associate at Money Matters

      Michele Reichman

      Client Service AssociateFort Worth, TXP 817.717.8200F 817.549.6974
    • Erica Richards

      Erica Richard

      Client Service AssociateThe Woodlands, TXP 832.791.2300F 832.442.5407
    • Money Matters with Ken Moraif

      Renee Riles

      Client Service AssociateNorth Dallas, TXP 469.246.3616F 469.246.3699
    • Holly Ritter

      Holly Ritter

      Client Service AssociateNorth Dallas, TXP 469.246.3604F 469.246.3696
    • 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
    PEOPLE DON’T PLAN TO FAIL,
    THEY FAIL TO PLAN

    WHAT’S ON YOUR MIND?

    If it’s important to you, then it’s important to us.
    That’s the way it should be among friends.


    NATIONAL PRESS TURNS TO MONEY MATTERS FOR
    INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
    VIEW RECENT PRESS FEATURING KEN MORAIF:


    • CNBS
    • Forbs
    • Fox Business
    • Kiplinger
    • Market Watch
    • USA Today
    • US news
    • The wall street journal

    TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.