With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Jennifer Marcontell

CFP®, BFA, ChFC®, AAMS, APMA®, CRPC

Private Wealth Advisor

Learn more about Jennifer Marcontell

Allie Gwynn

CFP®, BFA, APMA®, AAMS

Associate Financial Advisor

Business Development Coordinator
Learn more about Allie Gwynn

Ryan E Heard

BFA

Associate Financial Advisor

Investment Operations Coordinator
Learn more about Ryan E Heard

Cody Kilpatrick

CFP®, BFA, APMA®

Associate Financial Advisor

Learn more about Cody Kilpatrick

Todd Patton

BFA, CRPC

Associate Financial Advisor

Learn more about Todd Patton


Our team

Hannah Briggs

Hannah Briggs

Client Relationship Specialist

Alicia Bryan

Alicia Bryan

Client Service Manager

Qualifications

  • BFATM

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Lawson Cavarretta

Lawson Cavarretta

Investment Operations Specialist

Lindsey Hinojosa

Lindsey Hinojosa

Client Service Specialist

Qualifications

  • BFATM

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Tenna Howard

Tenna Howard

Operations Director

Kenzie Lackey

Kenzie Lackey

Marketing Manager,

Event Planner

Qualifications

  • Behavioral Financial Advisor ™

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Ashley Meck, CFP®

Ashley Meck, CFP®

Financial Planning Director,

Client Relationship Director

Qualifications

  • BFA™

  • CEPA®

  • APMA™

  • Series 7

  • Series 66

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Victoria Morales

Victoria Morales

Financial Planning Analyst

Qualifications

  • BFA™

  • APMA™

  • Series 7

  • Series 66

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Emily Powers

Emily Powers

Financial Planning Analyst

Qualifications

  • BFA™

  • APMA™

  • Series 7

  • Series 66

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Stacey Vasquez

Stacey Vasquez

Business Development Specialist

Abby Walker

Abby Walker

Client Relationship Specialist