Investment Solutions Officers

Financial Advisers

Michael Abney, CRC®
Financial Advisor
256-835-5251 (Office)

Najla Arekat
Financial Advisor
480-596-2628 (Office)

Abraham Barrera, CWS®, CRC®
Financial Advisor
281-796-8703 (Office)

Alejandro Carrasquel, CFP®
Financial Advisor
(407) 541-3438 (Office)

Francis Cusick, CWS®
Financial Advisor
956-547-3921 (Office)

Sam Doria
Associate Financial Advisor
830-249-4254 (Office)

Arthur Dumm, CFP®,CFA®
Financial Advisor
214-890-8607 (Office)

Callie Elrod, CRC®
Financial Advisor
205-297-5484 (Office)

Suzette Fenton, CRC®, CWS®
Financial Advisor
972-705-4446 (Office)

Reid Fields
Financial Advisor
334-324-8324 (Office)

Marcus Ford
Financial Advisor
352-213-2695 (Office)

Brian Fulton, CRC®, CWS®
Financial Advisor
904-540-9761 (Office)

Francesca Gervascio-Franzen, CFP®
Associate Financial Advisor
254-541-3550 (Office)

Gabriel Gulotta, CWS®, CRC®
Financial Advisor
409-370-5867 (Office)

Tiffany House
Financial Advisor
480-473-5281 (Office)

Caleb Johnson
Associate Financial Advisor
512-591-6174 (Office)

Stephanie Jones, CRC®
Financial Advisor
850-315-1535 (Office)

Skot Kees
Financial Advisor
512-421-5748 (Office)

Michael Loerch, CWS®
Financial Advisor
512-868-4718 (Office)

Omar Lozano, CRC®
Financial Advisor
210-592-5706 (Office)

Heather Lunsford
Financial Advisor
713-497-6462 (Office)

William Lyness, CWS®
Financial Advisor
480-249-2010 (Office)

Mike Marshall
Financial Advisor
352-209-4215 (Office)

Jared Miller
Associate Financial Advisor
205-482-8305 (Office)

Tyler Miller
Financial Advisor
(903)-594-4566 (Office)

Morgan Pace
Financial Advisor
682-277-5574 (Office)

Aaron Rice
Financial Advisor
916-494-8913 (Office)

Matt Rigoli, CWS®, CRC®
Financial Advisor
760-895-8656 (Office)

Amy Rowe-Stahl, CWS®, CRC®
Financial Advisor
832-904-1825 (Office)

Keith Sandefer, CRC®, CWS®
Financial Advisor
972-705-4393 (Office)

Avinesh Shankar
Associate Financial Advisor
209-371-0237 (Office)

Erin Smith, CRC®
Associate Financial Advisor
817-228-5909 (Office)

Jennifer Sturm, CRC®, CWS®
Financial Advisor
904-564-8059 (Office)

Bryan Turnbull, CRC®
Financial Advisor
209-483-4516 (Office)

Robert Van Erem
Financial Advisor
346-213-0425 (Office)

David Walker, CFP®
Financial Advisor
251-470-7320 (Office)

Debbie Wasiak, CRC®
Associate Financial Advisor
251-470-7365 (Office)

Kevin Witowich
Financial Advisor
760-704-0591 (Office)

Lulu Ye, CRC®
Financial Advisor
469-315-0208 (Office)