Our Team
Advisors
Brandon Coonse
Chief Operating Officer
Derek Schug, CFA
Senior Vice President, Head of Portfolio Management
Emilia Bailey, CPFA®
Retirement Plan & Service Advisor
George Veazey
(In Memorial)
Jacob Wellman-Cooper
Client Service Associate
Kara Murphy, CFA
Chief Investment Officer
Tim Hudson, M.S., CFP®, CEPA®, CLU, ChFC
Managing Partner, Cypress TX
Victoria Balser
Head of Marketing and Client Experience Strategy
Associates
Brandon Coonse
Chief Operating Officer
Derek Schug, CFA
Senior Vice President, Head of Portfolio Management
Emilia Bailey, CPFA®
Retirement Plan & Service Advisor
George Veazey
(In Memorial)
Jacob Wellman-Cooper
Client Service Associate
Kara Murphy, CFA
Chief Investment Officer
Tim Hudson, M.S., CFP®, CEPA®, CLU, ChFC
Managing Partner, Cypress TX
Victoria Balser
Head of Marketing and Client Experience Strategy