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

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Harrison Smith

Harrison Smith
Director of Client Support
Wealth Manager

214.720.4400 | mail

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Joyce Cheng

Joyce Cheng
Director of Operations

214.720.4400 | mail

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Stephen Norris

Stephen Norris
Director of Trading
Wealth Manager

214.888.3244 | mail

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Ismael L. Sanchez

Ismael L. Sanchez
CCO & Comptroller

214.888.3247 | mail

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Alexander G Tollen

Alexander G Tollen
Chief Operating Officer
Senior Partner

214.888.3243 | mail

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Vanessa Valdez Avila

Vanessa Valdez Avila
Director of Client Reporting

214.888.3245 | mail

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Andrew Orton

Andrew Orton
Director of Research
Senior Partner

214.888.3241 | mail

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Spencer McGowan

Spencer McGowan
President

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Preston Lane

Preston Lane
Director of Client Relations

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