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    Julie Ball

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    Darlene Brents

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    Julianne Cruz, CFP®, CRPC®

    Director of Advisory ServicesP 818.918.6273
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    Client Relations & EventsP 469.246.3634
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    Carla Hobbs

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    Financial EducatorP 469.246.3600
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    Client RelationsP 469.246.3651
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    Donya Leeman

    Director of Learning and DevelopmentP 469-246-3640
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    Paul Leeman

    Financial EducatorP 469.246.3600
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    Belinda Massey

    Middle Office QA AnalystP 469.246.3695
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    Aubrey Moraif

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    Buffy Smith

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    Michael Nemes

    Client RelationsP 469.246.3652
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    Tiny Phillips

    Middle Office, AnalystP 469.246.3694
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    Julia Stuart

    Director of Client ServiceP 469.246.3647
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    Eric Walker

    Executive Vice President, Advisory ServicesP 469.246.3686
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    Austin Wright

    Financial EducatorP 469.246.3600
  • Daniel Franco

    Daniel Franco

    Client Service AssociateWoodland Hills, CAP 818.918.6270F 818.455.4567
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    Client Service AssociateThe Woodlands, TXP 832.791.2300F 832.442.5407
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    Sandy Gilreath

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

    Client Service AssociateNorth Dallas, TXP 469.246.3604F 469.246.3696
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    Robin Harrison

    Client Service AssociatePhoenix, AZP 480.400.7700F 480.393.8865
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    Mary Roberts

    Client Service AssociateHouston, TXP 713.255.1007F 713.255.1008
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    Ginger Robinson

    Client Service AssociateOklahoma City, OKP 405.395.4310F 405.673.5798
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    Gina Smith

    Senior Client Service AssociateHouston, TXP 713.255.1007F 713.255.1008
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    Lezlie Smith

    Client Service AssociateNorth Dallas, TXP 469.246.3604F 469.246.3696
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    Sylvia Tadros

    Client Service AssociateHouston, TXP 713.255.1007F 713.255.1008
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    Crystal Tarrant

    Client Service AssociateNorth Dallas, TXP 469.246.3616F 469.246.3699
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    Shanirah Widow

    Client Service AssociateHouston, TXP 713.255.1007F 713.255.1008
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    Elizabeth Wittman

    Client Service AssociateChandler, AZP 480.462.0600F 480.452.0689
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    Roxie Yauger

    Client Service AssociateFort Worth, TXP 817.717.8200F 817.549.6974
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