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

Amanda Pryor

Amanda Pryor

Paraplanner

Qualifications

  • Securities Industry Essentials (SIE)

  • Series 7 & 66 licensed

  • Texas Life and Health Insurance

  • BFA™

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Tyler Ranta

Tyler Ranta

Paraplanner

Qualifications

  • Securities Industry Essentials (SIE)

  • Series 7 & 66 licensed

  • Texas Life & Health Insurance Licensed

  • APMA®

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Christie Huckaby

Christie Huckaby

Client Service Manager

Qualifications

  • Texas Life and Health Insurance Licensed

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Michelle Conklin

Michelle Conklin

Client Service Coordinator

Lori Thompson

Lori Thompson

Client Service Coordinator

Michelle Collis

Michelle Collis

Event Planner,

Marketing Consultant
Isabel Crow

Isabel Crow

Financial Planning Specialist

Qualifications

  • FPQP®

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Amy Cheek

Amy Cheek

Practice Manager