Our advisors

Our team

Gaytha Soderstrom-Bailey

Gaytha Soderstrom-Bailey

Practice Manager

Qualifications

  • BA Political Science, Oklahoma State University
  • Gaytha has been with the practice since 2016
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Beverly Adams

Beverly Adams

Business Development Manager

Qualifications

  • Group 1 Insurance
  • Beverly has been with the practice since 2010
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Rachel Couch

Rachel Couch

Financial Planning Specialist

Qualifications

  • BA Business, Angelo State University
  • Series 7 license
  • Group 1 Insurance
  • Rachel has been with the practice since 2015.
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Stephanie Gillespie

Stephanie Gillespie

Financial Planning Specialist

Qualifications

  • BA Marketing, Texas State University
  • Group 1 Insurance
  • Stephanie has been with the practice since 2017
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Benjamin Gutierrez

Benjamin Gutierrez

Administrative Assistant

Qualifications

  • Retired Navy Master Yeoman
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Kathi Strawn

Kathi Strawn

Executive Assistant

Qualifications

  • Kathi has been with the practice since 2019
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