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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, CFP®
Director of Financial Planning
Chris Hehman
Associate Adviser
Sandra Henry
Client Relationship and Office Manager
John Hixson, CFP®
Senior Adviser
Kevin Hixson, CFP®
Director of Client Service
Les Hixson, CFP®
Chief Investment Officer
Milton Hixson
Founder
Christian Hudspeth, CFP®
Senior Financial Planner
Lawrence Kellogg
Director of Operations and Compliance
Amy Lawson
Client Relationship Manager
Jacob Lemaire
Client Relationship Manager
Yolanda Longoria
Client Service Specialist
Tim Nabers, J.D.
Senior Adviser
Zach Pendleton, CFP®
Lead Adviser
Andrew Seidel
Investment Analyst
Adam Todd, CFP®
President
Joshua Williams
Financial Planner
Alia Alsaffar
Client Service Specialist
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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
