Meet our Financial Advisors
Our team of financial advisors are available to aid you in your your money management journey, allowing you to worry less and focus more on what’s important to you.
Aaron Chilek
Wealth Advisor
Austin, TX
Alex Garcia, CFP®, ECA
Senior Wealth Advisor
Austin, TX
Brad Hoegler
Senior Wealth Advisor
Houston, TX
Chris LaDuke
Private Wealth Advisor
Austin, TX
Dakota Staton
Private Wealth Advisor
Austin, TX
Dawn Edwards
Senior Wealth Advisor
Austin, TX
Dennis Bielik, CFA®, CFP®, FRM®
Executive Vice President – RPW
Austin, TX
Harrison MacDonald
Associate Wealth Advisor
Austin, TX
Hudson Ruen
Associate Advisor
Austin, TX
Jay Horn, MBA, AAMS®
Senior Wealth Advisor
Austin, TX
Jeff Churba, CFP®, CIMA®, CDFA®
Senior Wealth Advisor
Austin, TX
John Sturgis, CFP®
Senior Wealth Advisor
Albuquerque, NM
Marques Cormier, CFP®
Senior Wealth Advisor
Houston, TX
Matthew Almquist
Associate Advisor
Austin, TX
Ryan Joel Canales, CPFA®, NQPA®
Director of Inst. Retirement Plans
San Antonio, TX
Ryan Mayer, CFP®
Wealth Advisor
Santa Fe, NM
Retirement Plan Specialists
Our team of Retirement Plan Specialist specializes in providing personalized retirement planning solutions for employees, helping them navigate complex retirement options, and make informed decisions regarding their retirement savings.
Brad Hoegler
Senior Wealth Advisor
Houston, TX
Carolina Figueroa
Retirement Plan Specialist
El Paso, TX
Ethan Looney
Retirement Plan Specialist
Austin, TX
Dominick Zuconni
Retirement Plan Specialist
San Antonio, TX
Julie Lane
Retirement Plan Specialist
Austin, TX
June Pinkney
Retirement Plan Specialist
Houston, TX
Kevin Hull
Retirement Plan Specialist
Dallas, TX
Louis Perez
Retirement Plan Specialist
Houston, TX
Sherry Echart
Senior Retirement Plan Specialist
Dallas-Fort Worth, TX