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
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 of Inst. Retirement Plans
San Antonio, TX
Ryan Mayer, CFP®
Wealth Advisor
Santa Fe, NM
Sarah Nadiri, CFP®
Senior Wealth Advisor
Modesto, 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