Broker Check
 

Find A Financial Advisor (View The Map)


Managing Directors & Business Unit Leaders

Chad Perry

Chad Perry

Business Unit Leader & Wealth Advisor

830.626.5554

830.626.5556

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor

850.563.2850

850.563.2849

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

225.892.4183

Josh Hampton

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor

972.284.5495

866.763.9136

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

915.800.4951

915.232.9852

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

252-649.6111

252.566.9712

California

Illinois

Missouri

Michigan

Texas

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

Chad Perry

Chad Perry

Business Unit Leader & Wealth Advisor

Josh Hampton

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor

Lacey Buteyn

Lacey E. Buteyn, CFP®, CIMA®

Practice Director - Coaching & Wealth Advisor

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Matt Craig

Matt Craig

Practice Director - Private Client Services

Terry Thompkins

Terry Thompkins, CFP®, CLU®, AEP®, ADPA®

Practice Director - Financial Planning & Wealth Advisor

Wisconsin