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Kellie Adkins
Managing Director
972-590-5266
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Fred Bastie
*
*Fred holds his interest in the firm through Bastie & Company, P.C.
Partner - Regional Leader, Southwest
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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Tom Brunton
*
*Tom holds his interest in the firm through MTG PLLC
Partner
972-590-5601
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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
Pacific Northwest Market Growth Leader
415-276-4681
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Sarah Dors
Manager
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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Malcolm Ellerbe
Partner
408-200-6412
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Kathy Ferguson
*
*Kathy holds her interest in the firm through KJF ADVISORS, PLLC
Partner
972-590-5239
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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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Mike Goral
*
*Mike holds his interest in the firm through Goral & Associates, Inc.
Partner
310-745-5882
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David Greenamyre
Partner
408-200-6431
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