Texas Locations

8834 N. Capital of TX Highway, Suite 100
Austin, TX 78759

Phone: 512-277-2020
Fax: 512-402-8630

14881 Quorom Drive, Suite 430
Dallas, TX 75254

Phone: 972-535-5631
Fax: 972-767-5569

19230 Stone Oak Pkwy, Ste 310 & Ste 315
San Antonio, TX 78258

Suite 310 Phone: 210-209-9944
Suite 315 Phone: 210-807-7599
Fax: 210-807-7599

Alan Davidson
Ross Christian
Stephen Willis
Staci Hernandez
Leesa Lamb

Client Centric Wealth Management

Suite 315 Phone: 210-807-7599

Eric Zeitler, AIF, CRPS, CMFC
- Private Wealth Manager

Ty Hodges

Paul Wallin

UPSTREAM Benefit Solutions

900 W. Bethany Drive suite 370
Allen, TX 75013

Fax: 866-329-1244

Sam Green
Office: 972-535-4206

Jeanne Gould
Office: 214-716-0249

19901 Southwest Freeway
Sugarland, TX 77479

Office: 281-661-7977
Fax: 877-366-6126