Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Brittany Starnes

Brittany Starnes

Sr. Client Service Specialist

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Brownie Cordell

Brownie Cordell

Client Service Manager

Asheville, Charlotte, Durham, Raleigh

Caitlin Smith

Sr. Client Service Specialist

Candace Davis

Sr. Client Service Specialist

Carolyn Ann Muller

Client Service Specialist

Portland – South

Carrie Dlamini

Client Service Specialist

Carson Durham

Client Service Specialist

Cecilia Gutierrez

Sr. Client Service Specialist

Austin, Houston

Charlene Duncan

Client Service Specialist

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Charlene Miller

Manager, Client Service

Dallas – Park Cities

Charles Mardock

Account Operations Specialist

Chayla Moore - Client Service Specialist

Chayla Moore

Client Service Specialist

Chelsy Nikolish

Sr. Client Service Specialist

Cherice Bradley

Sr. Client Service Specialist

Christopher Anderson

Chris Anderson

Client Service Specialist

Chris Lang

Client Service Specialist

Christina Crawford - Client Service Specialist

Christina Crawford

Client Service Specialist

Chris Sheldon

Christina Sheldon

Client Service Specialist

Ready to get started?

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