The Team That Cares

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

Karen Duckworth

Karen Duckworth
Director of Operations

214.888.3246 | mail

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Harrison Smith

Harrison Smith
Director of Client Support

214.720.4400 | mail

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Joyce Cheng

Joyce Cheng
Director of Client Services

214.720.4400 | mail

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Stephen Norris

Stephen Norris
Director of Allocations

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
Director of Client Development

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

214.888.3241 | mail

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Spencer McGowan

Spencer McGowan
President

214.720.4400 | mail

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Preston Lane

Preston Lane
Director of Client Relations

214.720.4400 | mail

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