Our team of dedicated advisors works together to provide more clarity, confidence, and care in every financial decision. By blending diverse knowledge with a shared commitment to purpose and stewardship, we help create an environment where collaboration can lead to better outcomes.

We are more than individual advisors—we are partners united by a mission to invest in people and guide them with wisdom through every season of life.

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Team photo

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Our advisors

Shannon Harris

CFP®, BFA, CDFA®

Private Wealth Advisor

Managing Partner of Ecclesiastes Wealth Partners
Learn more about Shannon Harris Visit Shannon Harris's website

Sarah Walsh

CFP®, BFA, CDFA®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Sarah Walsh Visit Sarah Walsh's website

Justin Snowden

CFP®, BFA, APMA®, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Justin Snowden Visit Justin Snowden's website

Amy Bonzon

CFP®, BFA, APMA®

Associate Financial Advisor

Learn more about Amy Bonzon Visit Amy Bonzon's website


Our team

Michelle Conklin

Michelle Conklin

Client Service Coordinator

Michelle Collis

Michelle Collis

Event Planner,

Marketing Consultant
Amy Cheek

Amy Cheek

Practice Manager

Isabel Crow

Isabel Crow

Financial Planning Specialist

Qualifications

  • FPQP®

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Christie Huckaby

Christie Huckaby

Client Service Manager

Qualifications

  • Texas Life and Health Insurance Licensed

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Tyler Ranta

Tyler Ranta

Client Service Coordinator

Qualifications

  • Securities Industry Essentials (SIE)

  • Series 7 & 66 licensed

  • Texas Life & Health Insurance Licensed

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Lori Thompson

Lori Thompson

Client Service Coordinator