Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Alan Davidson, AIF®

Vice President Private Wealth Manager

210-417-4628

210-855-9970

Anna Belloli

Administrative Assistant

Bill Stephens

Bill Stephens

Associate VP of Investments, Private Wealth Manager

972-200-9937

972-767-5569

Brad E. Thompson

Vice President of Investments, Private Wealth Manager

210-485-1624

210-998-5501

Brett Blair

Brett Blair

Financial Advisor

972-535-4060

972-767-5569

Chad E. Tallman

Financial Consultant

800-251-5429

260-440-3739

Chip Pierron

Private Wealth Manager

972-476-7127

972-767-5569

Chris Tynes

Chris Tynes

Senior Vice President, Wealth Management

972-535-6802

972-767-5569

Christine C. Mallul

Christine C. Mallul, AIF®

Sr. Vice President of Investments

312-854-1955

847-780-3508

Colin Cohen

Colin Cohen

Vice President of Investments - Private Wealth Manager

(254) 723-0011

(512) 692-3895

Craig R. Cheney

Branch Director, Private Investment Manager

208-577-6417

208-485-5254

Curtis Malling

Private Wealth Manager / Vice President of Investments

Dale Driggs

Private Wealth Manager

765-479-2412

765-479-2412

Dave Rushman

Private Wealth Manager

517-219-9808

517-575-6925

David Koch

Branch Director, V.P. Private Wealth Manager

815-306-0465

815-417-6338

Donald E. Headley

Vice President of Investments

517-709-4326

517-575-6925

Dorothy Johnson

Dorothy Johnson

Administrative Assistant

(616) 258-1170

(616) 734-6205

Douglas Gregory

Senior Vice President Private Wealth Manager

210-762-6805

210-855-9970

Frank Wise

Private Wealth Manager

847-296-8880

847-296-8884

Gabe Logsdon

Private Wealth Manager

254-295-0994

800-670-5866

Greg Blair

Greg Blair

Financial Advisor & Private Wealth Manager

972-535-4060

972-767-5569

Greg Rusnak

Greg Rusnak

Senior Financial Advisor

630-945-3887

866-735-3563

James Sadek

James Sadek

Director of Business Development

512-284-4100

512-727-0129

Jamie Potter

Jamie Potter

Upstream Benefit Solutions

210-888-4559

210-855-9970

Jeanne Gould

Client Service Manager

214-716-0249

Jeffrey F. Meyer, AAMS®

Vice President of Investments

815-214-9357

815-417-6338

Jeffrey S. Pirkl

Jeffrey S. Pirkl

Registered Representative, Life Insurance Agent

806-392-4085

Jim Weinberg

Jim Weinberg

Senior Financial Advisor

877-394-1290

866-735-3563

Joey R. Lovgren

Private Wealth Manager

815-986-3036

815-417-6338

John O'Donnell

Private Wealth Manager

630-599-7098

866-735-3563

Jonathan Moranchel

Branch Director - Private Wealth Manager

808-265-0905

Jonathan E. Evans

Branch Director, Vice President of Investments

801-984-2890

801-984-4336

Joseph Z. Kowalsky

Joseph Z. Kowalsky, J.D.

Senior Financial Consultant

877-255-1949

248-557-3171

Karen Fashandi

Karen Fashandi

Administrative Assistant

847 656-8130

224 255-6335

Katherine M. Simson

Senior Financial Advisor

810-355-4360

810-471-4849

Ken Anton

Ken Anton, AAMS®

Private Wealth Manager

512-270-6722

512-402-8630

Kyle Sutton

Assoc VP of Investments, Financial Advisor

801-984-2892

801-984-4341

Larry Ailes, CFP®

Investment Advisory Representative

Leigh Guido

Private Wealth Manger

727-914-2293

727-478-4622

Mace Tawney

Associate VP of Investments, Private Investments Manager

214-697-9315

972-767-5569

Margaret Swiess

Private Wealth Manager

630-756-3282

630-586-9437

Mark D. Kraushaar

President, Diversified Portfolio Wealth Management

517-381-9881

517-381-8911

Matt Weldon

Private Wealth Manager

815-986-6824

815-860-1700

Matthew Hess

Matthew Hess

Executive Administrator

517-580-0820

517-575-6925

Melissa Kulka

Melissa Kulka

Office Coordinator

517-219-9808

517-575-6925

Michael Johnson

Private Wealth Manager

303-796-0140

303-796-0138

Michael A. Barrella, CFP®

Branch Director, Vice President

321-241-4747

321-241-4749

Nalin Shah

Private Wealth Manager

847-303-6915

847-303-6925

Nancy Sheehan

Administrative Assistant

Norman Woltjer

Norman Woltjer

Business Relations Consultant / Licensed Life Insurance Agent

989 486-9798

Paul Goodson

Private Wealth Manager

321-241-4748

321-241-4749

Paul H. Moy

Paul H. Moy, CFP®

Vice President of Investments

866-967-5813 x314

224-255-6335

Raja Asava

Private Wealth Manager

231-421-8580

231-421-8590

Rakesh Bharti

Rakesh Bharti

Private Wealth Manager / Vice President of Investments

734-812-9798

Randy Dence

Private Wealth Manager

734-707-7207

517-575-6925

Rick Steigerwald

Rick Steigerwald, CFP®

Branch Director, VP Private Wealth Manager

720-506-4204

720-630-8916

Rita Brown, CFP®

Private Wealth Manager

847-296-8880

847-296-8884

Robert Katchinoski

Vice President of Investments

512-920-5794

512-402-8630

Robert Wolchuk

Private Wealth Manager

773-775-4653

773-775-4692

Rod Christ

Christ Taylor Insurance

713-850-7747

713-850-7749

Ross Christian

Senior Vice President Wealth Manager

210-209-9944

Russ Warner

Russ Warner

Private Wealth Manager

847 656-8130

224 255-6335

Sam Green

Private Wealth Manager

972-535-4206

866-329-1244

Sandip Shah

Private Wealth Manager

847-303-6915

847-303-6925

Scott C. Olson

Scott C. Olson, AAMS®, AIF®

Branch Manager - Private Wealth Manager

512-686-1355

512-692-3895

Stephen Willis

Associate Vice President Financial Advisor

210-209-9944

Tammy Hill

Private Wealth Manager

847-296-8880

847-296-8884

Tammy Solimine

Private Wealth Manager Branch Manager

210-209-9965

210-855-9970

Terri S. Hembree

Private Wealth Manager

208-629-7652

208-485-5254

Terry Keratsopoulos

Terry Keratsopoulos

Vice President of Investments, Private Weath Manager

972-596-7301

972-767-5569

Timothy Farris

Timothy Farris

Group Director Vice President

844-545-6708

248-231-4874

Tori Lewis, CFP®

Certified Financial Planner

727-682-4233

727-682-4240

Ty C. Hodges, CFP® CRPC®

Private Wealth Manager

210-319-5484

210-855-9970

Van Washington

Van Washington

Senior Vice President, Private Wealth Manager

(972) 372-0937

(972) 767-5569

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.