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Team photo

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Our advisors

Steve Jones

CRPC, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Steve Jones

Matthew Simcox, JD

JD

Financial Advisor

Learn more about Matthew Simcox, JD

Nicholas Albert

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Nicholas Albert

Collin Bower

MBA

Financial Advisor

Learn more about Collin Bower


Our team

Joanne Hulsebus

Joanne Hulsebus

Operations Manager,

Client Service Coordinator

Qualifications

  • Bachelor of Arts, Sociology, College of St. Benedict
  • FINRA Series 63
  • FINRA Series 7
  • Texas Insurance - Life, Accident, Health and HMO
  • Texas Notary Public
  • 35 years of experience in the client service industry

Roles & Responsibilities

  • Supervisor of team and office
  • Organization of internal and external processes
  • Strategic development
  • Facilitation of team-wide practice compliance
  • Manage Client service and experience
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Jacqui Baker

Jacqui Baker

Business Development Manager,

Marketing Manager

Qualifications

  • Bachelor of Arts, Psychology, Asbury University
  • Texas Notary Public
  • 15 years of experience in the client service industry

Roles & Responsibilities

  • Client service scheduling
  • Plan and oversee seminars and events
  • Client referral contact
  • Manage practice website and social media accounts
  • Manage client service and experience
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Patt Hitt

Patt Hitt

Administrative Assistant

Qualifications

  • Bachelor of Arts, Anderson University
  • 18 years of experience in the client service industry

Roles & Responsibilities

  • Client data specialist
  • Client relations
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Katie DeBoer

Katie DeBoer

Client Concierge,

Administrative Assistant

Roles & Responsibilities

  • Client relations scheduling
  • Meeting preparation
  • Mail handling
  • Check processing
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