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) 399-2035

(210) 855-9970

Bill Stephens

Bill Stephens

VP of Investment Services, Private Wealth Manager

(972) 200-9937

(972) 767-5569

Brett Blair

Brett Blair

LPL Financial Advisor

(972) 535-4060

(972) 767-5569

Chad E. Tallman

LPL Financial Advisor

(260)426-1832

(260) 440-3739

Colin Cohen

Colin Cohen

Private Wealth Manager

(254) 723-0011

(512) 692-3895

David Koch

V.P., Private Wealth Manager

(815) 306-0465

(815) 417-6338

Donald E. Headley

Vice President of Investment Services

(517) 219-9808

(517) 575-6925

Douglas Gregory

Senior Vice President Wealth Manager

(210) 762-6805

(210) 855-9970

James Sadek

Director of Business Development

(512) 284-4100

(512) 727-0129

Jeffrey F. Meyer, AAMS®

Vice President of Investment Services

(847)917-8731

(815) 417-6338

Jim Weinberg

Jim Weinberg

Private Wealth Manager

(630)599-7117

(866) 735-3563

Joe Stassi, AIF®

Financial Consultant

(281)661-7977

(877) 366-6126

Joey R. Lovgren

Private Wealth Manager

(815) 315-0107

(815) 417-6338

Jonathan Moranchel

Branch Director - Private Wealth Manager

(808) 265-0905

Kevin Kuntz

Financial Advisor, APMA

Matt Weldon

Private Wealth Manager

(815) 986-6824

(815) 860-1700

Matthew Hess

Matthew Hess

Executive Administrator

(517) 580-0820

(517) 575-6925

Raja Asava

LPL Financial Advisor

(231) 421-8580

(231) 421-8590

Rick Steigerwald

Rick Steigerwald, CFP®

Branch Director, VP Private Wealth Manager

(720) 506-4204

(720) 630-8916

Robert Katchinoski

Vice President of Investment Services

(512) 920-5794

(512) 402-8630

Ross Christian

Vice President Investment Services, Wealth Manager

(210) 209-9944

Sam Green

Private Wealth Manager

(972) 535-4206

(866) 329-1244

Scott J. Davis

Financial Professional

(517) 719-4216

(517) 575-6925

Tammy Solimine

Private Wealth Manager Branch Director

(210) 209-9944

(210) 855-9970

Terry Keratsopoulos

Terry Keratsopoulos

Vice President of Investment Services, Weath Manager

(972) 596-7301

(972) 767-5569

Tori Lewis, CFP®

Certified Financial Planner

(727) 682-4233

(727) 682-4240

Ty C. Hodges, CFP®

Private Wealth Manager

(210) 807-7599

(210) 855-9970

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.