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Client Login
Home
Meet Our Team
Solutions
Financial Planning
Investment Management
Qualified Plans
Private Investments
Articles
Contact Us
Meet Our Team
All
Adviser
Client Service
Investment Management
Planning
Michael Carr, CRPC®
Lead Adviser
Daniel Frick CFP®, CFA
Lead Adviser
Casey Clay Hall
Director of Financial Planning
Sandra Henry
Client Relationship and Office Manager
John Hixson, CFP®
Senior Adviser
Kevin Hixson, CFP®
Director of Client Service
Les Hixson, CFP®
Managing Partner and Chief Investment Officer
Milton Hixson
Founder & President
Christian Hudspeth
Senior Financial Planner
Lawrence Kellogg
Director of Operations and Compliance
Bianca Krueger
Client Service Associate
Yolanda Longoria
Client Service Specialist
Tim Nabers, J.D.
Senior Adviser
Zach Pendleton, CFP®
Associate Adviser
Tori Simons
Client Relationship Manager
Adam Todd, CFP®
Managing Partner & Senior Adviser
Joshua Williams
Client Relationship Manager
Luke Wilson
Financial Planner
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Austin
Corporate Headquarters
6034 West Courtyard Drive
Suite 380
Austin, TX 78730
(512) 329-5174
Lake Charles
4841 Ihles Road
Lake Charles, LA 70605
(337) 433-4334
