Our advisors

Benjamin Bigler

MSFP, CFP®, 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
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Amie Duncan

Amie Duncan

Practice Manager

Nicole Salgado

Nicole Salgado

Client Service Coordinator

Ana Sullivan

Ana Sullivan

Financial Planning Specialist

Qualifications

  • FINRA Series 66 Securities License

  • Texas Insurance License

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Peyton Bruce

Peyton Bruce

Financial Planning Specialist

Qualifications

  • FINRA Series 66 Securities License

  • Texas Insurance License

View more