Broker Check
 

Plano, TX

Team Members

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor

866.834.1040

866.763.9136

David Byrnes

Practice Director - Retirement Plans & Wealth Advisor

866.834.1040

866.763.9136

Lal Echterhoff, CFA®

Senior Portfolio Manager, Director of Equities

318.841.1188

318.841.0701



12400 Coit Road, Suite 700  |  Dallas, TX 75251

Phone: 866.834.1040  |  Fax: 866.763.9136