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Our Team

Advisors

Andrea Williams

Andrea Williams

Director of Communications

713-527-8998

713-527-8580

B. Lynn Clark

B. Lynn Clark, ChFC

Lead Advisor

972-444-9951

972-444-9203

Blake Janni

Blake Janni

Retirement Plan Relationship Manager

214-964-0058

972-444-9203

Carolyn Mora

Carolyn Mora, ChFC, NSSA, AIF, CPFA

Managing Partner, Dallas TX

972-444-9458

972-444-9203

Denedra Hodges

Denedra Hodges, FPQP

Client Service Associate

713-527-8998

713-527-8580

Elle Dankel

Elle Dankel

Senior Executive Assistant

214-964-0059

972-444-9203

Genny Zeletz

Genny Zeletz

Client Service Associate

713-527-8998

713-527-8580

Grayson Palmer

Grayson Palmer, CFP®

Managing Partner, Waco TX

(254) 772-2740

(254) 772-9338

Jacquelyn Cole

Jacquelyn Cole

Client Service Associate

Jamaal Alexis

Jamaal Alexis

Service Advisor

Jamie Borman

Jamie Borman

Director of Client Service

281-477-3847

Michael G. Rudelson

Michael G. Rudelson

Chairman

713-527-8998

713 942-9433

Rebekah Monterrosa

Rebekah Monterrosa

Senior Managing Partner, Operations

713-527-8998

713-527-8580

Roni Amos

Roni Amos

Executive Assistant

254-772-2740

254-772-9338

Selena Krampota

Selena Krampota, MBA

Senior Managing Partner, Advisory

713-527-8998

713-527-8580

Shawna Williamson

Shawna Williamson, CEBS, CPFA

Client Service Manager

972-444-9945

972-444-9203

Tim Hudson

Tim Hudson, M.S., CFP®, CEPA®, CLU, ChFC, APMA®

Managing Partner, Cypress TX

281-477-3847

Associates

Andrea Williams

Andrea Williams

Director of Communications

713-527-8998

713-527-8580

B. Lynn Clark

B. Lynn Clark, ChFC

Lead Advisor

972-444-9951

972-444-9203

Blake Janni

Blake Janni

Retirement Plan Relationship Manager

214-964-0058

972-444-9203

Carolyn Mora

Carolyn Mora, ChFC, NSSA, AIF, CPFA

Managing Partner, Dallas TX

972-444-9458

972-444-9203

Denedra Hodges

Denedra Hodges, FPQP

Client Service Associate

713-527-8998

713-527-8580

Elle Dankel

Elle Dankel

Senior Executive Assistant

214-964-0059

972-444-9203

Genny Zeletz

Genny Zeletz

Client Service Associate

713-527-8998

713-527-8580

Grayson Palmer

Grayson Palmer, CFP®

Managing Partner, Waco TX

(254) 772-2740

(254) 772-9338

Jacquelyn Cole

Jacquelyn Cole

Client Service Associate

Jamaal Alexis

Jamaal Alexis

Service Advisor

Jamie Borman

Jamie Borman

Director of Client Service

281-477-3847

Michael G. Rudelson

Michael G. Rudelson

Chairman

713-527-8998

713 942-9433

Rebekah Monterrosa

Rebekah Monterrosa

Senior Managing Partner, Operations

713-527-8998

713-527-8580

Roni Amos

Roni Amos

Executive Assistant

254-772-2740

254-772-9338

Selena Krampota

Selena Krampota, MBA

Senior Managing Partner, Advisory

713-527-8998

713-527-8580

Shawna Williamson

Shawna Williamson, CEBS, CPFA

Client Service Manager

972-444-9945

972-444-9203

Tim Hudson

Tim Hudson, M.S., CFP®, CEPA®, CLU, ChFC, APMA®

Managing Partner, Cypress TX

281-477-3847