Meet Our Team

Investment Management

Michael Carr, CRPC®

Lead Adviser

Daniel Frick CFP®, CFA

Lead Adviser

John Hixson, CFP®

Senior Adviser

Tim Nabers, J.D.

Senior Adviser

Zach Pendleton, CFP®

Associate Adviser

Adam Todd, CFP®

Managing Partner & Senior Adviser

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Austin

Corporate Headquarters

6034 West Courtyard Drive

Suite 380

Austin, TX 78730

Lake Charles

4841 Ihles Road

Lake Charles, LA 70605