OFFICE HEAD:

W. Brent Currier, Managing Director & Head of Growth Strategies, Texas 

WEALTH MANAGEMENT TEAM:

John W. Winslow, CFA, Director of Insurance Platform Alliances

Bruce L. Klein, CFA, Managing Director & Senior Relationship Manager

Elizabeth Nichols, Managing Director & Senior Wealth Strategist

David J. Moody, Senior Vice President

Claire Hurley, Senior Associate & Client Service Manager

Connor McGarvey, Associate