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Team photo

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Our advisors

James Lehman

CRPC, AAMS

Private Wealth Advisor

Learn more about James Lehman

Clint Wammack

CFP®, CRPC

Private Wealth Advisor

Learn more about Clint Wammack

Chad Williams

CFP®, CDFA®

Financial Advisor

Learn more about Chad Williams

Jenny Funderburk

CFP®, MBA

Financial Advisor

Business Financial Advisor
Learn more about Jenny Funderburk

Julia Donato

AAMS

Financial Advisor

Learn more about Julia Donato

Rich Cole

Financial Advisor

Learn more about Rich Cole

Rod Boaz

AAMS

Financial Advisor

Learn more about Rod Boaz


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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Trisha Archey

Trisha Archey

Financial Planning Analyst,

Investment Manager

Qualifications

  • BFA

    • Bachelor of Business Administration from the University of Oklahoma
    • Series 7 License
    • Series 66 License
    • Texas Life and Health License
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