Meet Our Team

Investment Management

Sandra Henry

Client Relationship and Office Manager

Kevin Hixson, CFP®

Director of Client Service

Lawrence Kellogg

Director of Operations and Compliance

Bianca Krueger

Client Service Associate

Yolanda Longoria

Client Service Specialist

Tori Simons

Client Relationship Manager

Joshua Williams

Client Relationship Manager

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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