• 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
    • Grace DeBlanc - Money Matters Client Service Associate

      Grace DeBlanc

      Compliance AnalystNorth Dallas, TXP 469.246.3676
    • Bill Freye - Money Matters

      Bill Frye

      Chief Compliance OfficerP 469.246.3627
    • 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
    • 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
    • Julia Stuart

      Julia Stuart

      Director of Client ServiceNorth Dallas, TXP 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
    • Aime Cervantes

      Aime Cervantes

      Client Service AssociateNorth Dallas, TXP 469.246.3611F 469.246.3698
    • Wendy Cook

      Wendy Cook

      Client Service AssociateNorth Dallas, TXP 469.246.3611F 469.246.3698
    • Sandra Dennis - Money Matters Client Service Associate

      Sandra Dennis

      Client Service AssociateAustin, TXP 512.593.7400F 512.857.6809
    • 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
    • Robin Harrison

      Robin Harrison

      Client Service AssociatePhoenix, AZP 480.400.7700F 480.393.8865
    • Patti Imaizumi - Money Matters Client Service Associate

      Patti Imaizumi

      Client Service AssociateCoppell &
      North Dallas, TX
      P 972.393.0376F 972.393.0326
    • 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
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