Our advisors

Benjamin Bigler

CFP®, MSFP, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Benjamin Bigler Visit Benjamin Bigler's website

Nicholas Godfrey

APMA

Financial Advisor

Learn more about Nicholas Godfrey Visit Nicholas Godfrey's website


Our team

Leslie F Clark

Leslie F Clark

Operations Director,

Client Relationship Manager

Qualifications

  • FINRA Series 63 Securities License
  • FINRA Series 7 Securities License
  • Texas Insurance License
View more
Amie Howard

Amie Howard

Practice Manager

Nicole Salgado

Nicole Salgado

Client Service Coordinator