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Robert McMeen
Chief Executive Officer, Founding Partner, Financial Advisor
972-502-9330
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T. Ray Baker, CFP®
Financial Advisor, Founding Partner
972-502-9335
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Ray Strickland
Founding Partner,
Financial Advisor
972-502-9325
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Annie Markham
Senior Client Relationship Manager, Founding Partner
972-502-9333
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Foster Conley
Chief Operating Officer,
Financial Advisor
972-502-9327
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Holly Pace
Chief Compliance Officer
936-560-9993
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Mike Goodman
Senior Vice President & Financial Advisor
972-502-9322
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Chris Colon, CFP®
Vice President & Financial Advisor
972-502-9326
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Gavin Baker, CFP®
Financial Advisor
972-502-9338
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Tyler Hastings, CFP®, CIMA®, CPWA®
Financial Advisor
972-502-9324
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Jackson Baker
Financial Advisor
972-502-9323
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Charles Triplett
Senior Vice President & Director of Analytics
972-502-9336
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Ellie Rauschmayer
Portfolio and Compliance Analyst
972-502-9329
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Jennifer Slack
Chief Financial Officer
972-502-9334
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Michael Branch
Financial Analyst
972-502-9328
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Kim Church
Senior Client Relationship Manager
972-502-9332
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Chelsea Darrah
Senior Client Relationship Manager
972-502-9339
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Sonya Prince
Senior Client Relationship Manager
972-502-9337
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Sherrie Frank
Chief Technology Officer,
Branch Administrator
972-502-9331
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Taylor McMeen
Branch Associate
972-502-9340 ext 320
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Home
Our Locations
Plano Team
Nacogdoches Team
Tyler Team
Wichita Falls Team
Henderson Team
Baker Team
Our Process
Our Services
Our Community
Upcoming Events
Contact Us
Client Access