Broker Check

Texas Locations


Texas - Austin - Capital of Texas Hwy

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

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

Associates

Map and Directions

Texas - Dallas - Addison - Galleria

14881 Quorom Drive, Suite 430
Dallas, TX  75254

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

Associates

John Morrison



Map and Directions

Texas - San Antonio

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

Tammy Solimine
Douglas Gregory
Terrie Sims
Alan Davidson
Ross Christian

Stephen Willis

Staci Hernandez

Leesa Lamb
Julie Owen
John Moore
Phillip Jackson
Robert Cantu

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

 

Kelly Zeitler SGS, CHRS

Michele Mendoza SGS, CHRS

Jamie Potter


Map and Directions

Texas - Allen

900 W. Bethany Drive suite 370
Allen, TX 75013

Fax: 866-329-1244

Associates

Sam Green
Office: 972-535-4206

Jeanne Gould
Office: 214-716-0249

Rusty Acheson

Map and Directions

Texas - Austin - 

1620 Red Bud Lane, suite 207
Round Rock, TX 78664

Phone: 512-586-6321


Associates

Clint Potts

Website: legacyoakfinancial.com


Texas - Georgetown


Office: 512-789-9563


Associates

Robert Klepner



Texas - Jarrell

133 Walter Way
Jarrell, TX 76537

Office: 512-630-6082


Associates

Deborah Swanson



Texas - Lubbock

2818 42nd St
Lubbock, TX 79413

Office: 806-392-4085


Associates

Jeff Pirkl



Texas - Pflugerville

18014 Ruby Lace Rd
Plugerville, TX 78660

Associate
Melanie Dohrman
Phone: 512-423-4198



Texas - Spicewood


Associate
Ron Jernigan
Phone: 512-638-3700



Texas - Sugarland

19901 Southwest Freeway
Sugarland, TX 77479

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

Associates

Map and Directions

Texas - The Woodlands

16 N Merryweather Circle
The Woodlands, TX 77384

Office: 281-661-1278
Fax: 281-754-4254

Associates

Texas - Waco

6709 Bishop Drive
Waco, TX 76714

Office: 254-723-0011


Associates

Colin Cohen



Texas - Wylie

100 Lyndhurst Dr.
Wylie. TX 75098

Office: 214-862-9988


Associates

Brett Blair