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Dallas

Dallas Office

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

972.284.5466

866.763.9136

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor

972.284.5495

866.763.9136

Lal Echterhoff, CFA®

Senior Portfolio Manager, Director of Equities

972.284.5462

866.763.9136

Luke Britt, RICP®

Practice Director - Advanced Planning & Business Services

972.284.5481

866.763.9136

Terry Thompkins, CFP®, CLU®, ADPA®

Practice Director - Financial Planning & Wealth Advisor

972.284.5492

866.763.9136

Todd M. Bulot

Practice Director - Asset Management

972.284.5488

866.763.9136



12400 Coit Road, Suite 700  |  Dallas, TX 75251

Phone: 866.834.1040  |  Fax: 866.763.9136