Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Advisors

Advisor photo for Scott Sutherland

Scott Sutherland

CRPC, APMA®

Associate Financial Advisor

Visit Scott Sutherland's website
Advisor photo for Dillon Delgadillo

Dillon Delgadillo

BFA, APMA®

Associate Financial Advisor

Client Service Manager
Visit Dillon Delgadillo's website
Advisor photo for Zachary Rabe

Zachary Rabe

MBA, APMA®

Associate Financial Advisor

Visit Zachary Rabe's website


Team

Susannah Stearns

Susannah Stearns

Practice Manager,

Operations Director

Qualifications

  • BS Accounting from Arkansas State University
  • 28+ years Marketing experience

  • 28+ years Financial Services Industry experience

  • 8+ years Accounting Services Industry experience

Roles & Responsibilities

  • Operations Supervision & Process Management
  • Client Experience & Client Relationship Management
  • Accounting & Financial Reporting
  • Team Leadership & Development
  • Human Resources, Payroll, & Benefits
  • Business Development & Marketing Strategy
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Angela Ford

Angela Ford

Office Manager

Qualifications

  • 30+ years of Administrative experience

  • 20+ years of HR experience

  • 20+ years of Accounting experience

Roles & Responsibilities

  • Licensing & Designations
  • Systems and Administrative Processing
  • Relationship Management Systems
  • Office Management
  • Notarize Documents
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Alejandro Lopez

Alejandro Lopez

Client Service Specialist

Qualifications

  • BBA Finance from University of Texas at Tyler

  • Holds SIE and Series 7

Roles & Responsibilities

  • Workflow from Client Meetings
  • Advisor Support
  • Client Service
  • Money Movement
  • Data Collection for Financial Planning
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Rene' Schaefer

Rene' Schaefer

Marketing Specialist

Qualifications

  • 40+ years of experience in media advertising including television, radio, newspaper and magazine.

  • 10+ years of experience in digital and social media advertising and marketing.

Roles & Responsibilities

  • Develop marketing strategies consistent with the goals and objectives of the advisors.
  • Implementing various internal and external communications for the company on the website and other platforms
  • Track results of campaigns to build and maintain relationships with new and existing clients
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Alexis Saldana

Alexis Saldana

Receptionist

Qualifications

  • 7+ years Client Service experience

Roles & Responsibilities

  • Switchboard Operator
  • Greeter
  • Appointment Scheduling & Confirmations
  • Calendar Management
  • Notarize Documents
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Abigail Passmore

Abigail Passmore

Intern

Qualifications

  • Current student at Texas A&M University-Corpus Christi

    BBA Finance - Expected Graduation May 2026

Roles & Responsibilities

  • Special Projects
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