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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.

Alex Garcia, CFP®, ECA

Senior Wealth Advisor

Austin, TX

Blake Rhodes, CFP®

Director of Financial Planning

Austin, TX

Brad Hoegler

Retirement Plan Specialist

Houston, TX

Daniel Driver

Private Wealth Advisor

Fort Worth, TX

Dawn Edwards

Senior Wealth Advisor

Austin, TX

Dennis Bielik, CFA®, CFP®, FRM®

Executive Vice President – RPW

Austin, TX

Eric Williams, M.P.P

VP, Business Development, Southeast Region

Fort Worth, TX

Garrett Adams, MBA, M.Jur, CEPA, EA

Senior Wealth Advisor

Austin, TX

Harrison MacDonald

Associate Wealth Advisor

Austin, TX

Jay Horn, MBA, AAMS®

Senior Wealth Advisor

Austin, TX

John Sturgis, CFP®

Senior Wealth Advisor

Albuquerque, NM

Marques Cormier, CFP®

Senior Wealth Advisor

Houston, TX

Matt Anderson, CFP®, AIF®, EA

Senior Wealth Advisor

Austin, TX

Robert Britton, CFA, CFP®

Senior Wealth Advisor

Temecula, CA

Ryan Joel Canales, CPFA®, NQPA®

Director Institutional Retirement Plans

San Antonio, TX

Ryan Mayer, CFP®

Wealth Advisor

Santa Fe, NM

Sarah Nadiri, CFP®

Senior Wealth Advisor

Fresno, CA

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 Retirement Plan Specialist

Houston, TX

Carolina Figueroa

Retirement Plan Specialist

El Paso, TX

Dominick Zuconni

Retirement Plan Specialist

San Antonio, 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

Start working with a financial advisor today.