Our advisors

James Lehman

James Lehman

CRPC®, AAMS®

Private Wealth Advisor

Learn more about James Lehman
Clint Wammack

Clint Wammack

CFP®, CRPC®

Financial Advisor

Learn more about Clint Wammack Visit Clint Wammack's website
Jenny Funderburk

Jenny Funderburk

CFP®, MBA

Financial Advisor

Business Financial Advisor
Learn more about Jenny Funderburk Visit Jenny Funderburk's website

Julia Donato

AAMS®

Financial Advisor

Learn more about Julia Donato Visit Julia Donato's website
Rich Cole

Rich Cole

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Rich Cole
Rod Boaz

Rod Boaz

AAMS®

Financial Advisor

Learn more about Rod Boaz Visit Rod Boaz's website

Our team

Jesse "Scott" Jones

Jesse "Scott" Jones

Operations Director,

Paraplanner

Qualifications

  • Series 7 License
  • Series 66 License
  • Texas Life and Health License
View more
Johnny R. Maberry

Johnny R. Maberry

Financial Planning Analyst,

Paraplanner

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 License
  • Series 66 License
  • Texas Life and Health License
View more
Glenda S. Gilmore

Glenda S. Gilmore

Client Service Coordinator

Qualifications

  • Over 20 Years of Client Service Experience
  • Office of Supervisory Jurisdiction Liason
  • Notary Public
View more
Candace Wilson

Candace Wilson

Client Service Coordinator,

Marketing Specialist

Qualifications

  • Bachelor of Business Administration
  • Notary Public
View more
Gina Donato

Gina Donato

Administrative Assistant

Qualifications

  • Bachelor of Business Administration
  • 15 years experience computer information systems
View more