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DallasTexas

12400 Coit Road, Suite 700
Dallas, Texas 75251

Edmon "Jake" Tomes

Chief Executive Officer & Private Wealth Advisor

Evan Barnard

Advisor Advocate Manager

G. Brent Morton

Chief of Staff

Jill Zacha JD

Corporate Counsel | Chief Compliance Officer, Advisory

David Mauzey

Chief Operations Officer

Kimberly Miller CRCP

Chief Compliance Officer, Brokerage | AML Compliance Officer

Luke Britt CLU®, RICP®, CEPA®

Practice Director, Advanced Planning & Business Solutions

Jeremy Britt

Advanced Planning Consultant

Tiare Larsen

Advanced Planning Associate

Courtney Jenkins

Client Services Project Coordinator

David Byrnes AIF®, CPFA®

Practice Director, Corporate Retirement Plans

Matt Craig

Practice Director, Private Client Solutions

Terry Thompkins CFP®, CLU®, AEP®, ADPA®

Practice Director, Financial Planning

Todd Bulot

Practice Director, Capital Management

Lal Echterhoff CFA®

Chief Investment Officer

Chris Goodrich

Controller

Claudia Martin

Chief Advisor Operations Officer

Debora Foutz FLMI, ALHC, HIA, ACS

Director of Operations & Senior Underwriting Consultant

Joe Jones

Marketing Director

Elizabeth Lawrence

Assistant Controller

John Stone

Revenue & Commissions Team Lead

Melina Trevino

Operations Manager

Becca Clauer

Advisor Onboarding Manager

Jeff Wagnon

Director of Retirement Income

Amy Handy

Client Services Associate

Jeff Jandro

Director, Easy Issue & Medicare

Bruce Dorman

Advisory Services - LFCM Specialist

Carol Kirkpatrick

Senior Case Manager

Collin McAvoy CMT

Head Trader

Dana Kellogg

Revenue & Commission Admin

David Geschke

Chief Growth Officer

David Holt

Equity Research Analyst

Donna Boisfontaine

Private Client Associate

Erica Dennis

Senior Operations Team Leader

Ethan Shaff

Equity Research Analyst

Jeff Patterson

Consultant, Capital Management

Jennifer Eggleston

Branch Manager, Supervisory Principal

Jo-Ann Palmere

Client Services Associate III Team Lead

Josh Hampton CFP®

Private Wealth Advisor, Private Client Specialist

Joy Robinson

Executive Assistant

Juliet Jacob

Revenue & Commission Associate

Katherine Nicholas

Advisory Operations Associate – Billing Team

Lauren Chen

Business Solutions Analyst

Jay Peak

Practice Director, Life Insurance

Brian Harrison

Life Insurance Wholesaler

James Spoonts

Retirement Income Consultant

Adam Munoz

Associate Retirement Income Consultant

Marcel Garza CFP®

Sr. Planning Associate

Melanie Weber

Melanie Weber - Annuity Case Manager

Rafael Sosa Matos

Senior Branch Manager, Supervisory Principal

Rebekah Lasher

Operations Associate – New Accounts Team

Rick Knepper

Senior Case Manager

Sally Echterhoff

Client Services Associate

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Branch Manager, Supervisory Principal

Stephen Herr

Financial Analyst

Steve Sample

Chief People Officer

Teria Pierce

Sr. Contracting Specialist

Tony Stephenson

Operations Manager

Tracy Boysen

New Business Manager

Trina Noel

Revenue & Commission Associate

Vannessa Marley

Client Services Associate

Wendy Hosner

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