Our advisors

Our team

Charlie Cole, CFP<sup>®</sup>

Charlie Cole, CFP®

Registered Practice Associate,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • 1984 BA in History from Cornell University
  • 1986 Master of Arts in Law and Diplomacy from the Fletcher School/Tufts University
  • FINRA Series 7 & 66
  • Texas Department of Insurance General Lines Agent - Life, Accident, Health, and HMO
  • CA Insurance #0I32512

Roles & Responsibilities

  • Financial Planning Analysis & Assessment
  • Financial Reviews & Follow-Up
  • Insurance Proposals & Analysis
  • Account Transfer Coordination
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Jordyn Brown, CFP<sup>®</sup>

Jordyn Brown, CFP®

Registered Practice Associate,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • 2015 Bachelor of Business Administration in Finance at Texas A&M University
  • FINRA Series 7 & 66 Licenses
  • Texas Department of Insurance General Lines Agent - Life, Accident, Health, and HMO
  • CA Insurance #0L81218

Roles & Responsibilities

  • Financial Plan and Client Data Reviews
  • Financial Planning Analysis & Assessment
  • Financial Reviews & Follow-Up
  • Account Transfer Coordination
  • Forms and Paperwork
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Alexis M. Guilbeau, MBA

Alexis M. Guilbeau, MBA

Registered Client Service Associate

Qualifications

  • Masters of Business Administration, Millsaps College
  • FINRA Series 7 & 66 Licenses

Roles & Responsibilities

  • Special Projects and Client Events
  • Financial Plan and Client Data Reviews
  • Forms and Paperwork
  • Check / Wires / ACH Debits
  • Required Signatures & E-Docs
  • Appointment Scheduling
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