Advisory Team

800.301.6196 | 214.703.7918 Fax | Contact the Advisory Team

Select "See bio" below to learn more about an Advisor.

Team Leadership

Steven-Houle
Steven Houle, CFA, FRM
Vice President,
Advisory Service
See bio

Advisors

Casey-Peterson
Casey Peterson
Senior Advisor
See bio
Chris-Shipman
Chris Shipman
Advisor
See bio
Jonathan-Jackson
Jonathan Jackson
Advisor
See bio
Mark-Wert
Mark Wert
Senior Advisor
See bio