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

Andrew Orton

Andrew Orton
Director of Research
Senior Partner

214.888.3241 | mail

Preston Lane

Preston Lane
Director of Client Relations

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

Michelle Brady

Michelle Brady
Client Services Specialist

214.720.4400 | mail

Joyce Cheng

Joyce Cheng
Chief of Staff

214.720.4400 | mail

Stephen Norris

Stephen Norris
Director of Trading
Wealth Manager

214.888.3244 | mail

Spencer McGowan

Spencer McGowan
President

214.720.4400 | mail

2025 forbes best in Texas wealth advisors

In April 2025, McGowanGroup Asset Management was named by Forbes and SHOOK Research, LLC as Forbes Best-in-State Wealth Advisors 2025 based on the period 6/30/23-6/30/24. We did not pay to receive this award. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available
here.