Rio Grande Valley, TX

Adam Munoz

Associate Retirement Income Consultant

[email protected]

Alan R. Tipton, RFC^®

Financial Consultant

318.841.1188

318.841.0701

[email protected]

Alan Leffingwell, AIF^®

Wealth Advisor

770.261.5441

[email protected]

Alexis Maloy

Wealth Advisor

[email protected]

Amanda Mitchum

Business Unit Leader & Wealth Advisor

972.284.5485

[email protected]

Amy Collins

Client Services Associate

972.284.5484

[email protected]

Amy Handy

Client Services Associate

270.495.6376

[email protected]

Angela Tacco

Wealth Advisor

817-349-0229

[email protected]

Arthur Lee Smith, CLU^®, ChFC^®

Wealth Advisor

318.841.1188

318.841.0701

[email protected]

Barry Hyman

Referral Specialist

972-284-5468

[email protected]

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®

Business Unit Leader & Advanced Planning Specialist

765.491.3917

[email protected]

Bob Kalaman

Capital Management Specialist

770.255.6096

[email protected]

Bonnie O'Quinn

Advanced Planning Specialist

[email protected]

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

270.495.6394

[email protected]

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

[email protected]

Brian Clauer

Wealth Advisor

312.780.0501

[email protected]

Brian Kurihara

Wealth Advisor

[email protected]

Brian Thomas

Wealth Advisor

(800)-662-8588

941-925-2783

[email protected]

Bruce Dorman

Advisory Services - LFCM Specialist

972.284.5411

[email protected]

Carly Hulett

Client Services Associate

318.841.1188

318.841.0701

[email protected]

Carolyn Heath

Client Care Specialist

252.649.6114

252.566.9712

[email protected]

Chad Perry

Business Unit Leader & Wealth Advisor

830.214.2783

512.727.2776

[email protected]

Charles R. “Ray” Shimer III, CFA^®

Senior Portfolio Manager

919.988.6220

252.566.9712

[email protected]

Chris Facka

Business Leader - Private Client Specialist

770.261.5476

[email protected]

Chris Goodrich

Controller

[email protected]

Chris Scout

Business Development Manager

972-472-6314

[email protected]

Chrystal Badillo

Branch Manager, Supervisory Principal

972.284.5408

866.763.9136

[email protected]

Claudia Martin

Managing Director of Advisor Operations

972.284.5450

866.763.9136

[email protected]

Craig S. Blake, CPA

Wealth Advisor

405.917.5226

405.917.6398

[email protected]

Crystal Smithers, CPFA

Wealth Advisor

(971) 204-8889

[email protected]

Daniel Hendricks

Advisor Advocate

972.284.5494

[email protected]

Darren McNeely

Wealth Advisor

(281) 587-8800

[email protected]

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

972.284.5466

866.763.9136

[email protected]

David Neubrander

Wealth Advisor

(330) 342-3800

[email protected]

David Mauzey

Chief Information Officer

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

[email protected]

Diane Radcliffe

Client Services Associate

772.283.2356

772.283.6104

[email protected]

Diane Sherlock

Lead Commissions Associate/Sr. Accountant

[email protected]

Donna Boisfontaine

Client Services Associate – Private Client Services

[email protected]

Edward K. Leader

Branch Operations Manager

252.649.6116

252.566.9712

[email protected]

Elvia Crossland

Client Services Associate

915.800.4950

915.232.9852

[email protected]

Emily Jones

Client Services Associate I

270.495.6388

[email protected]

Erica Dennis

Operations New Account Team Lead

972.284.5429

[email protected]

Ernest Tannis

Branch Manager, Supervisory Principal

251.445.4784

[email protected]

Evan Barnard

Advisor Advocate Manager

972.284.5467

[email protected]

Frances Bidwell

Level Four Capital Management Specialist

[email protected]

Frank Martin, CFP^®, AIF^®

Managing Director & Wealth Advisor

850.563.2850

850.563.2849

[email protected]

Frank Maldonado, FPQP^TM

Wealth Advisor

915.800.4952

915.232.9852

[email protected]

Frank Cochran

Insurance Specialist

972-284-5431

[email protected]

Frederick A. Tulloss, ChFC^®, CLU^®

Wealth Manager

252.649.6107

252.566.9712

[email protected]

Gary Schmidt

Wealth Advisor

651.583.7290

952.417.6067

[email protected]

Gayla Jenson

Receptionist

972.284.5401

[email protected]

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

972.284.5436

972.381.8222

[email protected]

Gregg Overstake

Director of Supervision

972.284.5459

866.763.9136

[email protected]

Harrison Evans

Wealth Advisor

252.649.6214

252.566.9712

[email protected]

Hope Hemby-Currie

Client Services Associate

252.566.4890

252.566.9712

[email protected]

Jack Bruno

Managing Director – International Wealth Services

972.284.5417

[email protected]

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

[email protected]

Jake King

Case Manager

[email protected]

Jason Inman

Wealth Advisor

225.246.2597

225.302.7730

[email protected]

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

225.892.4183

[email protected]

Jeff Schlicht, CLTC, CFP^®

Wealth Advisor

651.583.7290

952.417.6067

[email protected]

Jeff Wagnon

Practice Director, Insurance Agency

[email protected]

Jena Blue

Transitions Support Specialist

972.284.5429

[email protected]

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

972.284.5475

866.763.9136

[email protected]

Jimmy Glover

Business Unit Leader & Retirement Specialist

919.988.6113

[email protected]

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

[email protected]

Joe Jones

Marketing Director

[email protected]

John Johnson

Wealth Advisor

850-215-0800

[email protected]

John Hamiter

Wealth Advisor

(256) 543-2655

[email protected]

John Nash

Capital Management Specialist

919.988.6114

[email protected]

Josh Hampton, CFP^®

Private Client Solutions Specialist

972.284.5495

866.763.9136

[email protected]

Joy Robinson

Executive Assistant

972.284.5452

866.763.9136

[email protected]

Julie Blalock

Wealth Advisor

(704) 279-7664

[email protected]

Juliet Jacob

Revenue and Commission Associate

[email protected]

Karen Lessard

Branch Manager, Supervisory Principal

972-284-5448

[email protected]

Karen Sowders

[email protected]

Kari Kirkley

Wealth Advisor

(404) 255-9544

[email protected]

Katherine Nicholas

Advisory Operations Associate – Billing Team

251.445.2431

[email protected]

Kelly Keltner

Branch Operations Manager

270.495.6393

[email protected]

Kevin Adkins

Wealth Advisor

(251) 445-2432

[email protected]

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

972.284.5482

[email protected]

Kimberly Miller

Chief Compliance Officer, Brokerage & AML Compliance Officer

972-284-5478

[email protected]

Lal E. Echterhoff, CFA^®

Chief Investment Officer

972.284.5462

866.763.9136

[email protected]

Lauren Chen

[email protected]

Leah Givens

New Business Associate

252.316.4114

252.668.6022

[email protected]

Lee Williams

Wealth Advisor

(919) 348-2232

[email protected]

Leslie Garrett

Wealth Advisor

(407) 891-9007

[email protected]

Lisa Warenda

New Business Manager

252.316.4101

252.566.9712

[email protected]

Louis Bruno

Wealth Advisor

(313) 885-9900

[email protected]

Louise Oglesby

Client Services Manager

252.649.6117

252.566.9712

[email protected]

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

972.284.5481

866.763.9136

[email protected]

Marc Whitehead

Income Partner & Private Client Wealth Advisor

[email protected]

Marcel Garza, CFP

Senior Planning Specialist

972.284.5434

[email protected]

Marshall Barclay, MBA, CRPC^®, CFP^®

Business Unit Leader & Wealth Advisor

915.800.4951

915.232.9852

[email protected]

Mary E. Sargent, CLU^®

Wealth Advisor

252.316.4108

252.566.9712

[email protected]

Mary Lou Steib

Wealth Advisor

(605) 334-1070

[email protected]

Matt Scherer, CFP^®

Wealth Advisor

651.583.7290

952.417.6067

[email protected]

Matt Craig

Practice Director - Private Client Services

972.284.5498

[email protected]

Matthew R. Rogers, ChFC^®

Wealth Advisor Assistant

866.772.6669

252.566.9712

[email protected]

Melina Trevino

Operations Manager

[email protected]

Michael Xirinachs

Head Trader & Portfolio Operations

972.284.5487

866.763.9136

[email protected]

Michael Cohen

Wealth Advisor

(941) 922-8588 ext. 101

[email protected]

Michael Doll, AAMS^®

Wealth Advisor

941.896.2473

[email protected]

Michael Boatman

Advanced Planning Associate

[email protected]

Mike McKersie

Wealth Advisor

608.575.7972

[email protected]

Molly Flynn

Compliance Associate

251.445.4787

251.281.2006

[email protected]

Nancy Ybarra

Special Projects Coordinator

972.284.5490

866.763.9136

[email protected]

Paul Morris

Wealth Advisor

(985) 892-6370

[email protected]

Paul Sterzinger, CFP^®, CIMA^®, CLU^®, MBA

Business Unit Leader & Wealth Advisor

(813) 545-1244

[email protected]

Paula Sutton

Client Services Associate

252.649.6118

252.566.9712

[email protected]

Peter Magnuson

Wealth Advisor

(941) 923-7489

[email protected]

Rafael Sosa Matos

Branch Manager, Supervisory Principal

[email protected]

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

919.988.6112

[email protected]

Ray Panquerne

Wealth Advisor

[email protected]

Ray Grigsby

Wealth Advisor

[email protected]

Rebekah Lasher

Operations Associate – New Accounts Team

251.445.2428

888.206.5230

[email protected]

Richard McCoy

Wealth Advisor

(256) 543-2655

[email protected]

Richard Wilcox

Financial Planning Specialist

770.255.6061

[email protected]

Rick Sanford

Wealth Advisor

(253) 332-7310

[email protected]

Ryan Brace

Level Four Capital Management Specialist

[email protected]

Sally Echterhoff

Client Services Associate

972.284.5456

866.763.9136

[email protected]

Sarah Grout

Policy Owner Service Associate

[email protected]

Scott Proctor

Wealth Advisor

772.233.2065

[email protected]

Scott Keiber

Wealth Advisor

(352) 404-5158

[email protected]

Sherry Harris

Operations Associate – New Accounts Team

251.445.1612

[email protected]

Skyler Hedden

Branch Manager, Supervisory Principal

[email protected]

Stefan Lavalee

Wealth Advisor

(808) 369-2840

[email protected]

Stephen Herr

Financial Analyst

972.284.5420

[email protected]

Steven Self

Insurance Specialist

334.300.2478

[email protected]

Steven Miller

Investment Operations Assistant

972.284.5441

866.763.9136

[email protected]

Susan Ellen

Client Services Assistant

866.772.6669

252.566.9712

[email protected]

Suzanne Durbin, ChFC^®

Wealth Advisor & Business Services Specialist

770.261.5428

[email protected]

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

Practice Director - Financial Planning & Wealth Advisor

972.284.5492

866.763.9136

[email protected]

Thomas Neuner

Wealth Advisor

(314) 968-2100

[email protected]

Tiare Larsen

Advanced Planning Associate

972.284.5489

[email protected]

Todd M. Bulot

Practice Director - Asset Management

972.284.5488

866.763.9136

[email protected]

Todd Parker

Wealth Advisor

(405) 756-2223

[email protected]

Tony Stephenson

Operations Manager

919.747.2250

919.783.8825

[email protected]

Trey Wilburn

Business Unit Leader & Capital Management Specialist

972-472-6305

[email protected]

Trina Noel

Property & Casualty Commission Associate

[email protected]

Tywana Dunlop

[email protected]

Vannessa Marley

Client Services Associate

972.284.5442

866.763.9136

[email protected]

Wendy Hosner

Paraplanner

972.284.5403

[email protected]

Wilbur S. “Billy” Hemby, CFP^®

Managing Director & Wealth Advisor - North Carolina

252-649.6111

252.566.9712

[email protected]

Will Brantley

Financial Advisor

[email protected]

William McCloud

Wealth Advisor

850.222.1268

[email protected]

William Blakley (Blake) Woodard

Insurance Specialist

972.472.6311

[email protected]

Yvette Mireles

[email protected]