The Team That Cares

We are committed to providing experienced wealth management and personalized investment planning solutions.

Karen Duckworth

Karen Duckworth
Chief Financial Officer

214.888.3246 | mail

Ismael L. Sanchez

Ismael L. Sanchez
CCO & Comptroller

214.888.3247 | mail

Spencer McGowan

Spencer McGowan
President

214.720.4400 | mail

Harrison Smith

Harrison Smith
Wealth Manager

214.720.4400 | mail

Alexander G Tollen

Alexander G Tollen
Chief Operating Officer
Senior Partner

214.888.3243 | mail

Preston Lane

Preston Lane
Director of Client Relations

214.720.4400 | mail

Michelle Brady

Michelle Brady
Client Services Specialist

214.720.4400 | mail

Vanessa Valdez Avila

Vanessa Valdez Avila
Director of Client Reporting

214.888.3245 | mail

Stephen Norris

Stephen Norris
Director of Trading
Wealth Manager

214.888.3244 | mail

Andrew Orton

Andrew Orton
Director of Research
Senior Partner

214.888.3241 | mail