Our advisors

Advisor photo for James Lehman

James Lehman

CRPC, AAMS

Private Wealth Advisor

Learn more about James Lehman
Advisor photo for Clint Wammack

Clint Wammack

CFP®

Private Wealth Advisor

Learn more about Clint Wammack
Advisor photo for Jenny Funderburk

Jenny Funderburk

CFP®, MBA

Financial Advisor

Business Financial Advisor
Learn more about Jenny Funderburk
Advisor photo for Julia Donato

Julia Donato

Financial Advisor

Learn more about Julia Donato
Advisor photo for Rich Cole

Rich Cole

Financial Advisor

Learn more about Rich Cole
Advisor photo for Rod Boaz

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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