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
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
Forth Worth, TX
Harrison MacDonald
Associate Wealth Advisor
Austin, TX
Jay Horn, MBA, AAMS®
Senior Wealth Advisor
Austin, TX
John Fowler, CFP®
Senior Wealth Advisor
Dallas-Fort Worth, TX
John Sturgis, CFP®
Senior Wealth Advisor
Albuquerque, NM
Mark Essenfeld, CFP®, AIF®
Financial Planner, Midwest Region
Chicago, IL
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
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
Devin Taylor
Retirement Plan Specialist
Austin, TX
Dominick Zuconni
Retirement Plan Specialist
San Antonio, TX
Jeff Morneault
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
Nic Hauptmann
Education Specialist
Austin, TX
Sherry Echart
Senior Retirement Plan Specialist
Dallas-Fort Worth, TX