Our advisors

Bryce Danley

Bryce Danley

CFP®

Private Wealth Advisor

Managing Director
Learn more about Bryce Danley Visit Bryce Danley's website
Billy Yarbrough

Billy Yarbrough

CFP®, CRPC®

Private Wealth Advisor

Managing Director
Learn more about Billy Yarbrough Visit Billy Yarbrough's website
Brooks Danley

Brooks Danley

Financial Advisor

Associate Vice President
Learn more about Brooks Danley Visit Brooks Danley's website
Sean W McCauley

Sean W McCauley

CFP®

Financial Advisor

Learn more about Sean W McCauley Visit Sean W McCauley's website

Our team

Karen Wollam

Karen Wollam

Registered Client Service Associate,

Client Service Specialist

Qualifications

  • B.B.A. in Finance, University of Texas at Arlington
  • United States Navy Veteran
  • FINRA Series 7 - General Securities Representative
  • FINRA Series 63 - Uniform Securities Agent
  • FINRA Series 66 - Uniform Combined State Law Agent
  • TX Insurance License - Life, Health, Variable Annuity

Roles & Responsibilities

  • Karen has been in the financial industry for the last four years.
  • Karen is responsible for the practice calendar, provides support for appointment and application preparation, money movement and security transfers.
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Laurie Hoshauer

Laurie Hoshauer

Client Service Associate,

Client Relationship Specialist

Qualifications

  • B.A. in Mathematics with a minor in Secondary Education from Grove City College

Roles & Responsibilities

  • Responsible for insurance applications and implementation
  • Provides administrative and client contact support for the practice
  • Laurie has been with Amerirpise since April 2014
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Kyler Nielsen

Registered Client Service Associate

Matthew Hanvey

Matthew Hanvey

Client Service Specialist