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Kellie Adkins
Managing Director
972-590-5266
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Helena Avalos
Chief of Staff (COS)
972-590-5679
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Fred Bastie
*
*Fred holds his interest in the firm through Bastie & Company, P.C.
Partner
972-590-5424
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Jillian Bergman
*
*Jillian holds her interest in the firm through J Bergman Advisory PLLC
Partner
512-610-7216
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Sharon Bhalaru
*
*Sharon holds her interest in the firm through Siriusly Empowered PLLC
Partner
415-385-5304
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Summer Breen
*
*Summer holds her interest in the firm through SSB Advisory, PLLC
Partner
972-590-5251
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Mike Butler
*
*Mike holds his interest in the firm through Butler Solutions, LLC
Partner
925-790-2692
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Patrick Carvey
Partner
512-610-7242
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Alex Castro
Senior Manager
972-590-5264
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Luke Childress
*
*Luke holds his interest in the firm through LWC Consulting, PLLC
Partner
512-610-7227
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Stacie Cornwell
*
*Stacie holds her interest in the firm through SEK SERVICES, PLLC
Partner - Industry Leader, Nonprofit
972-590-5460
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Sam Coursey
Senior Director
415-276-4681
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Sarah Dors
Senior Director
972-590-5278
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Kyle Elam
*
*Kyle holds his interest in the firm through Elam Consulting Group, LLC
Partner
972-590-5450
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Kelly Gillette
Partner
972-590-5356
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Robert Gonzales
Principal
972-590-5295
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Ryan Goodbary
*
*Ryan holds his interest in the firm through DWBDs Enterprises PLLC
Partner
415-568-3463
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Kevin Guy
*
*Kevin holds his interest in the firm through Kevin M. Guy, LLC
Partner
214-727-4211
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Ryan Guyton
*
*Ryan holds his interest in the firm through Guyton Services PLLC
Partner
972-590-5311
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Kevin Halls
*
*Kevin holds his interest in the firm through 806 Advisory, PLLC (S-Corp)
Partner
512-610-7244
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Bill Hattox
*
*Bill holds his interest in the firm through WFH Operations, PLLC
Partner
972-590-5382
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