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Managing Directors & Business Unit Leaders

Chad Perry

Chad Perry

Business Unit Leader & Wealth Advisor

830.214.2783

512.727.2776

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor

850.563.2850

850.563.2849

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

252-649.6111

252.566.9712

Jason  Doise

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

225.892.4183

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

915.800.4951

915.232.9852

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

972.284.5485

Deneen Morgia

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

Jimmy Glover

Business Unit Leader & Retirement Specialist

919.988.6113

Scott Daniels

Scott Daniels

Business Unit Leader & Executive Benefits Specialist

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

972-472-6305

California

Georgia

Bob Kalaman

Bob Kalaman

Capital Management Specialist

Richard Wilcox

Richard Wilcox

Financial Planning Specialist

Suzanne Durbin

Suzanne Durbin, ChFC®

Wealth Advisor & Business Services Specialist

Illinois

Kentucky

Brad  Wheeler

Brad Wheeler, MBA, CPA, CGMA®

Business Unit Leader & Wealth Advisor

Emily  Jones

Emily Jones

Client Services Associate I

Trey Wilburn

Trey Wilburn

Business Unit Leader & Capital Management Specialist

Michigan

Missouri

New Mexico

Doug McDaniels

Doug McDaniels

Insurance Specialist & Wealth Advisor

Frances Bidwell

Frances Bidwell

Level Four Capital Management Specialist

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Texas

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

Amanda Mitchum

Amanda Mitchum

Business Unit Leader & Wealth Advisor

Amy Handy

Amy Handy

Client Services Associate

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®

Private Client Solutions Specialist

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