Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Guy Church

CFP®, APMA

Private Wealth Advisor

Learn more about Guy Church

Scott Byrd

CFP®

Financial Advisor

Learn more about Scott Byrd

Dallas Rainwater

MBA, BFA, PFS

Financial Advisor

Learn more about Dallas Rainwater

John McDonald

CFP®

Financial Advisor

Learn more about John McDonald

Nathan Towers

CFP®

Financial Advisor

Learn more about Nathan Towers

Keith Church

CFP®, BFA

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Keith Church

Kyle Coleman

Financial Advisor

Learn more about Kyle Coleman


Our team

Lauren Hebert

Lauren Hebert

Financial Planning Specialist

Personal Intro

Lauren grew up in Colleyville, Texas and attended Texas Christian University where she earned a bachelor’s degree in economics. Lauren enjoys traveling, spending time with her friends and family, and any activities that involve the outdoors.

Qualifications

  • Certified Financial Planner™

  • She currently holds her Series 7, Series 66, and Texas Health and Life Insurance licenses.

Roles & Responsibilities

  • Lauren joined the team in 2020 as a Financial Planning Specialist and has been in the industry since 2018.
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Ashley Shaw

Ashley Shaw

Financial Planning Specialist

Personal Intro

Ashley is from Fort Worth and graduated from Abilene Christian University with a degree in accounting and finance. In 2004 she married Brandon and they now have three children: Savannah, Spencer and Slade. Their family stays active with travel, sports and volunteering with the youth group at their church.

Roles & Responsibilities

  • Ashley started with Ameriprise as an advisor in 2003. After spending several years at home raising children, she joined our team in 2021 as a Financial Planning Specialist.
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Andrew Ruiz

Andrew Ruiz

Financial Planning Specialist

Personal Intro

Andrew and his wife Tonya have two children, Olivia and Nathaniel, and enjoy their numerous pets. He received his Bachelor of Science in Business Management from Western Governors University. In his spare time, Andrew enjoys serving in his church and finding the next adventure traveling the country with his family.

Qualifications

  • Andrew previously worked in wealth management specializing in family financial planning.
  • He currently holds his Series 7.

Roles & Responsibilities

  • Andrew joined the team in March of 2022 as a Financial Planning Specialist and has been in the industry since 2017.
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Becky Rainwater

Becky Rainwater

Financial Planning Specialist

Personal Intro

Becky was born and raised in Bedford, Texas. She met her husband, Dallas, in 1991 while attending Texas Wesleyan University and they married that same year. They have two grown children. Becky has a heart for widows and volunteers with Serving Our Seniors. She enjoys spending time with her family, gardening and giving back to the community through her church.

Roles & Responsibilities

  • Becky joined the team in 2021 as a Financial Planning Specialist and Operations Assistant.
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Cheri Watson

Cheri Watson

Client Service Coordinator

Personal Intro

Cheri married her high school sweetheart, Brian, in 1984. God has blessed them with three children; Jennifer, Ashley, and James.

Roles & Responsibilities

  • Cheri has been with our team since 2008. Her primary roles are client service and maintaining and scheduling calendar for our advisors. She also does file preparation for client meetings.
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Maranie Byrd

Maranie Byrd

Financial Planning Assistant

Personal Intro

Maranie was born and raised in South Texas. She met her college sweetheart, Scott, in 2000 while attending Texas A&M University and they married in 2010. Maranie enjoys giving back to the community through Serving Our Seniors.

Roles & Responsibilities

  • Maranie has been with our team since 2015 as a Financial Planning Assistant. She gathers data, runs reports, and assists with the financial planning for all the advisors.
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Mindy Whatley

Mindy Whatley

Administrative Assistant,

Client Service Coordinator

Personal Intro

Mindy is from Grand Prairie and attended Tarrant County Community College where she earned her Associate of Arts degree. In 2005 she married her husband, Brad and they have two sons, Jacob and Toby. She enjoys spending time with her family, music and gardening.

Roles & Responsibilities

  • Mindy joined our team in 2021. She provides marketing, seminar and event planning as well as client service and maintaining advisor calendars.
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Johanna Lane

Johanna Lane

Receptionist

Personal Intro

Johanna was born and raised in Fort Worth, Texas. She received her Associate of Arts degree from Tarrant County College. Currently, Johanna is attending the University of Texas at Arlington and is set to graduate in May of 2024 with a Public Health degree. When she isn't working or studying, Johanna enjoys traveling, spending time with family and friends, and being active.

Roles & Responsibilities

  • Johanna rejoined our team this year as our Receptionist. She will greet you when you come into the office, and make sure you are comfortable while waiting to meet with your advisor.
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