David Romero, Certified Estate Planner®
Regional Vice President
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Mick Streff, AAMS®, CRPC®
Stephanie Ford, CDFA®, CRPC®
Tucker Sahnow, AAMS® CPFA®
Wealth Management Advisor
Erik Walker
Investment Advisor Representative
Luis Manriquez
Financial Advisor
Adam Lunceford, CRPC®
Samuel Soler-Conklin
Vice President of Financial Planning
Max Shapiro AIF®
Robert Valenzuela
Benjamin Wada, AAMS®
Wealth Advisor
Veronica Aaron, Certified Estate Planner®, CIS®
Jerry S. Blakely, Certified Financial Planner™, ChFC®
Steven Behunin, Certified Financial Planner®
Judith Dolle, Certified Estate Planner®
Michael Coyne, CRPC®
Colin McGraw
David R. Cichon, M.Ed, Certified Estate Planner®, RFC®
Robert Foland, Certified Financial Planner®
Justin Nimock, CFP®
Founder of Money & Mindfulness
Brandy Merriam
Aaron McLachlan
Jeff Smith
David Heather
Damon Ridley, ChFC®, CLU®
Bain Nickels
Senior Wealth Manager
Ernest Blackburn
Tracey Holcombe
Suzette Bates
Client Services Specialist
Danette Starks
Lance Henley
Jim Byrd
Amy Nelson
Michael McCormick
Nick Massey, Certified Financial Planner®, AIF®
Skyler Hulslander
Tyler Finch
Karen Day, Certified Financial Planner®
Lisa Kachel, Certified Financial Planner®
Christopher Moore
President
Householder Group of Texas
Jeremie Alley, CRPC™
Wes Sorensen
Vice President of Investment Services
Doug Parker, CPA, CFA®
Barbara Barton, CFP®
Kirk Balin, Certified Estate Planner®
Tina Van Rensum
Bill Sydor, ChFC®
