Azimont Group

We have developed and refined a proprietary process called the Centerline FORMula. This process integrates wealth management with risk and debt management, tax planning strategies, and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and your needs evolve, Azimont Group and the Centerline FORMula follow a process that helps you pursue your financial independence.

The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no “one-size-fits-all” solution when it comes to planning for your future. And because we’re an independent practice, we’re under no obligation to sell proprietary products or services. That means we’re objective and selective, offering only those investment products and services we believe are best suited to help meet your financial goals.

Advisors

Lynn A Corniello

Lynn A Corniello

MBA, CFP®, CLTC®, APMA®

Private Wealth Advisor

Managing Partner of Azimont Group
Visit Lynn A Corniello's website
Chris M. Garcia

Chris M. Garcia

CFP®, CRPC®, AWMA®, APMA®

Private Wealth Advisor

Chief Executive Officer of Azimont Group
Visit Chris M. Garcia's website

Team

Sarah Wilson

Sarah Wilson

Paraplanner

Qualifications

  • Sarah joined Ameriprise in 2010 and transitioned to Lynn’s team in 2019. She works closely with clients to ensure their needs are being met through on-going account servicing and timely follow-up.
  • Texas Insurance License
  • Series 7 License
View more
Carla P. Keck, CRPC, AWMA

Carla P. Keck, CRPC, AWMA

Associate Financial Advisor

Qualifications

  • Carla has worked in the financial services industry for 20 years, 8 of those years with Ameriprise Financial.
  • Holds a Series 7, Series 66, and Insurance License in TX.

Roles & Responsibilities

  • As a member of our team Carla will be a part of our meetings. She will document our meetings and will help to keep us organized as we work together.
View more
Timothy J. McNally

Timothy J. McNally

Associate Financial Advisor

Qualifications

  • B.B.A. in Finance from the University of St. Thomas in Houston, TX
  • Holds a Series 7, Series 66, and Insurance License in TX.

Roles & Responsibilities

  • As a member of our team Tim will be a part of our meetings. He will document our meetings and will help to keep us organized as we work together.
View more
Kaitlin M. Foster

Kaitlin M. Foster

Associate Financial Advisor

Qualifications

  • B.S. in Economics from Texas A&M University in College Station, TX
  • Holds a Series 7, Series 66, and Insurance License in TX.

Roles & Responsibilities

  • As a member of our team Kaitlin will be a part of our meetings. She will document our meetings and will help to keep us organized as we work together.
View more
Brianna J. Hunter

Brianna J. Hunter

Paraplanner

Qualifications

  • B.A. in Economics from the University of Texas at Austin
  • Holds an Insurance Licenses in TX.

Roles & Responsibilities

  • Brianna works closely with the Associate Financial Advisors supporting them and working with clients to help gather and organize their financial data.
View more
Tanya B. Radford, CRPC

Tanya B. Radford, CRPC

Operations Director,

Chief Operating Officer

Qualifications

  • BS in International Business and German from the University of Tulsa
  • Working in the financial services industry since 2004; 6 years with the team.
  • Holds a Series 7, Series 66, and Insurance License in AR.

Roles & Responsibilities

  • As a member of our team, Tanya is registered with FINRA, manages the financial planning and advisory service process - preparing proposals, illustrations, asset allocation and financial analyses.
View more
Kelly Pyryt

Kelly Pyryt

Client Service Coordinator

Qualifications

  • Over 6 years in the industry
  • Notary

Roles & Responsibilities

  • Provides administrative support to Advisors.
  • Responds to client inquiries and provides communication between our clients and the team.
  • She works to schedule appointments and coordinates the transfer of information and documentation between the team and our clients.
  • She is responsible for all necessary follow-ups subsequent to client meetings and is always happy to assist clients when they call or visit.
View more