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 & Support

Darcy Weeks
Darcy Weeks
Manager, Investment Operations
See bio
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
Loren-Blake
Loren Blake
Advisor
See bio
Mark-Wert
Mark Wert
Senior Advisor
See bio