Home / South Central US

Stephen Tally

Chief Operating Officer

Travis Crowell

Managing Director

Ray Pinson, CFP®, CPA

Managing Director

William D. Schultz

Managing Director

Charles McKenzie, CFP®

Portfolio Manager

Tori Robertson

Senior Accounting Associate

Taylor Jester, AAMS®

Wealth Associate

Kelsey Lopez

Global Project Manager

Taylor Schaufel

Junior Associate

Gena Lohoefer

Office Administrator

Diana Nieto

Office Administrator