Advisory Team

800.301.6196 | 214.703.7918 Fax | Contact the Advisory Team

Click on the photo of the Advisor to view a short bio and to find contact information.

Team Leadership

Mark-DeBree
Mark DeBree, CFA
Managing Principal
See bio
Steven-Houle
Steven Houle, CFA, FRM
VP/CCO, Advisory
See bio

Advisors

Casey-Peterson
Casey Peterson
Senior Advisor
See bio
Chris-Shipman
Chris Shipman, CFP
Advisor
See bio
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Jonathan-Jackson
Jonathan Jackson, CFA, FRM
Senior Advisor
See bio
Mark-Wert
Mark Wert
Senior Advisor
See bio