• Sheri Collins

      Director of Advertising & MediaP 469-246-3620
    • Paul Leeman

      Financial EducatorP 469.246.3600
    • Patsy Jones

      Client RelationsP 469.246.3651
    • Michael Nemes

      Client RelationsP 469.246.3652
    • Max Jaffe

      Financial EducatorP 469.246.3600
    • Linda Hampton

      Client Relations & EventsP 469.246.3634
    • Krystal Brown

      HR Administrator and Operations AssistantP 469.246.3635
    • Julianne Cruz, CFP®, CRPC®

      Director of Advisory ServicesP 818.918.6273
    • Jose Arroyo

      Client Service CoachP 469.246.3687
    • Jim Croschere

      Director of Advisory ServicesP 469.246.3636
    • Harold Sandberg

      Client RelationsP 469.246.3650
    • Donya Leeman

      Director of Support Services & TrainingP 469-246-3640
    • David Cockrum

      Chief Operating OfficerP 469.246.3630
    • Darlene Brents

      Director First ImpressionsP 469.246.3638
    • Carolyn Chatman

      Accounting & Finance AssistantP 469.246.3645
    • Bill Randolph

      ControllerP 469.246.3632
    • Bill Frye

      Chief Compliance OfficerP 469.246.3627
    • Bela Kaul

      Compliance AnalystP 469.246.3675
    • Austin Wright

      Financial EducatorP 469.246.3600
    • Aubrey Moraif

      Learning and Development CoordinatorP 469.246.3673
      • Shay Goldberg

        Client Service AssociateNorth Dallas, TXP 469.246.3611F 469.246.3698
      • Shanirah Widow

        Client Service AssociateHouston, TXP 713.255.1007F 713.255.1008
      • Sandy Gilreath

        Senior Client Service AssociateFort Worth, TXP 817.717.8200F 817.549.6974
      • Sandra Dennis

        Client Service AssociateAustin, TXP 512.593.7400F 512.857.6809
      • Roxie Yauger

        Client Service AssociateFort Worth, TXP 817.717.8200F 817.549.6974
      • Robin Harrison

        Client Service AssociatePhoenix, AZP 480.400.7700F 480.393.8865
      • Renee Riles

        Client Service AssociateNorth Dallas, TXP 469.246.3616F 469.246.3699
      • Patti Imaizumi

        Client Service AssociateCoppell &
        North Dallas, TX
        P 972.393.0376F 972.393.0376
      • Nina Okumura

        Client Service AssociateEl Segundo, CAP 424.290.8870F 424.217.4854
      • Morgan Lowry

        Client Service AssociatePhoenix, AZP 480.400.7700F 480.393.8865
      • Mollie Bregenzer

        Client Service AssociateCoppell &
        North Dallas, TX
        P 972.393.0376F 972.393.0327
      • Michele Reichman

        Client Service AssociateFort Worth, TXP 817.717.8200F 817.549.6974
      • Mary Roberts

        Client Service AssociateHouston, TXP 713.255.1007F 713.255.1008
      • Lezlie Smith

        Client Service AssociateNorth Dallas, TXP 469.246.3604F 469.246.3696
      • Leigh Ann Freeman

        Client Service AssociateNorth Dallas, TXP 469.246.3616F 469.246.3699
      • Ginger Robinson

        Client Service AssociateOklahoma City, OKP 405.395.4310F 405.673.5798
      • Gina Smith

        Senior Client Service AssociateHouston, TXP 713.255.1007F 713.255.1008
      • Elizabeth Wittman

        Client Service AssociateChandler, AZP 480.462.0600F 480.452.0689
      • Elaine Nienstedt

        Client Service AssociateNorth Dallas, TXP 469.246.3660F 469.533.1623
      • Daniel Franco

        Client Service AssociateWoodland Hills, CAP 818.918.6270F 818.455.4567
      • Cynthia Farias

        Client Service AssociateOrange County, CAP 949.396.0100F 949.861.6311
      • Crystal Tarrant

        Client Service AssociateNorth Dallas, TXP 469.246.3600F 469.246.3696
      • Cindy Carlisi

        Client Service AssociateNorth Dallas, TXP 469.246.3611F 469.246.3698
      • Catherine Heimer

        Client Service AssociateThe Woodlands, TXP 832.791.2300F 832.442.5407
      • Buffy Nelms

        Senior Client Service AssociateNorth Dallas, TXP 469.246.3604F 469.246.3696
      • Brenda Brazzell

        Client Service AssociateNorth Dallas, TXP 469.246.3686F 469.246.3696
      • Abby Maxham

        Client Service AssociateNorth Dallas, TXP 469.246.3604F 469.246.3696
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