Texas Meet The Team

DeLia Wilson

Financial Professional

Dax Hale*

Investment Advisor Representative

Chris Taylor

Financial Professional

Also Licensed in Texas

Brelan Holston

Financial Professional

Joe Bradley*, FSCP

Financial Professional

Gary Braswell

Financial Professional

Jack Jerzewski*,FSCP

Partner

Walker Mutz

Financial Professional

Michael Wimmer, USMC – Ret.,CFP®

Financial Advisor

DeLia Wilson

Financial Professional

David Keith*, LUTCF, CLF

Registered Representative, Managing Partner

Tim Wilcox*

Managing Partner

Robert Lee*, MBA, CLF

Partner

Stephen Steiner

Partner

Terry Anderson*, LUTCF

Registered Representative

Michael Fields

Financial Professional

Matthew Foresman*

Registered Representative

Jeffrey Hendrix*

Registered Representative

Steven Manthey*

Financial Advisor

Dr. Gregory McBride*, PhD

Investment Advisor Representative

Brandon Melton*

Registered Representative

Daniel Treat*

Registered Representative

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