Our advisors

James Lehman

James Lehman

Private Wealth Advisor

Learn more about James Lehman
Clint Wammack

Clint Wammack

Financial Advisor

Learn more about Clint Wammack Visit Clint Wammack's website
Rod Boaz

Rod Boaz

Financial Advisor

Learn more about Rod Boaz Visit Rod Boaz's website
Rich Cole

Rich Cole

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Rich Cole
Jenny Funderburk

Jenny Funderburk

Financial Advisor

Business Financial Advisor
Learn more about Jenny Funderburk Visit Jenny Funderburk'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
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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
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Glenda S. Gilmore

Glenda S. Gilmore

Client Service Coordinator

Qualifications

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

Candace Wilson

Client Service Coordinator,

Marketing Specialist

Qualifications

  • Bachelor of Business Administration
  • Notary Public
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Gina Donato

Gina Donato

Administrative Assistant

Qualifications

  • Bachelor of Business Administration
  • 15 years experience computer information systems
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Julia Donato

Julia Donato

Client Service Specialist,

Paraplanner

Qualifications

  • Bachelor in Entrepreneurship
  • Series 7 License
  • Series 66 License
  • Notary Public
  • AAMS
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