SAN ANTONIO | AUSTIN | BOERNE

Executive Team

Todd Brockwell, CFA, CPA

Chief Executive Officer
A man with short brown hair wearing a dark suit, white shirt, and striped tie smiles at the camera against a blurred light background.

Chris Kardys

President | San Antonio
A woman with straight, chin-length blonde hair and blue eyes smiles warmly at the camera. She is wearing a white top and the background is softly blurred with hints of green.

Teri M. Grubb

Chief Operating Officer
A man with short brown hair, wearing a dark suit, light blue shirt, and patterned red tie, smiling in front of a blurred light background.

Bobby Jones, CFA

Chief Investment Officer
A smiling bald man with light skin wearing a black suit jacket, white shirt, and light green tie, posing in front of a softly blurred background.

Richard Dullnig

Chief Compliance Officer
A smiling woman with straight brown hair, wearing a dark blazer, white blouse, and an orange patterned scarf, poses in front of a blurred light background.

Melissa Anderson, CPA, CAIA®

Managing Director | Family Office Services
A middle-aged man with short brown hair, wearing a dark suit and white shirt, smiling at the camera with a blurred light background.

Matt R. Richter

Managing Director | Alternative Investments

Advisors

A young man with short brown hair and light facial hair, wearing a blue suit, white shirt, and light green tie, smiles at the camera in a brightly lit office setting.

Korbin Boyers, MBA

Investment Advisor

Jessica Drought

Senior Investment Advisor
A middle-aged man with short brown hair and glasses is smiling. He is wearing a blue suit, striped shirt, and tie, with a blurred light background.

Miles Fuquay, CFP®

Senior Investment Advisor | Trust
A man with short dark hair, a trimmed beard and mustache, wearing a light blue shirt and dark blazer, smiling at the camera. There is a plant and bright window in the blurred background.

Steve Hernandez

Senior Investment Advisor

A woman with long brown hair styled in loose waves smiles at the camera. She is wearing a light-colored top, natural makeup, and a silver necklace, with a softly blurred background.

Hannah Jones

Investment Advisor | Family Office
Smiling man with short curly gray hair wearing a dark suit jacket, white shirt, and light green tie, set against a blurred indoor background.

Brannon Kroll, CRC®

Senior Investment Advisor | Trust
A young woman with long, wavy brown hair smiles at the camera indoors. She is wearing a black top and standing in a well-lit, modern setting with blurred background elements.

Ashton Motes, CPA

Family Office & Tax Associate
A woman with long brown hair, brown eyes, and a bright smile, wearing a black blazer and white shirt, stands in a softly blurred indoor setting.

Mary Mullins Romanczuk

Senior Investment Advisor
A young woman with long brown hair, smiling, wearing a gray blazer and white top, posed in front of a softly blurred indoor background.

Caroline Tyng

Investment Advisor
A man with dark hair in a gray plaid suit, white shirt, and patterned tie smiles at the camera. The background is softly blurred with shades of blue and white.

Mike Sierra, JD, CFP®

Senior Investment Advisor
A middle-aged man with short, grayish-brown hair, wearing a dark suit jacket and white shirt, smiling in front of a blurred background featuring green plants and large windows.

J. Sulester

Senior Investment Advisor
A smiling man in a blue suit jacket stands indoors in front of blurred glass panels.

Jarrod R. Wooten, CPA

Investment Team

A young man with short brown hair, wearing a blue suit and white shirt, smiles at the camera. The background is bright with blurred green plants and window light.

Jake Allison

Investment Analyst | Alternative Investments
A young man with short, wavy brown hair and light eyes, wearing a blue suit jacket and a light striped dress shirt, smiling in a brightly lit office setting.

Charles Dodd Jr., MBA

Portfolio Manager
A woman with long, wavy light brown hair smiles at the camera. She is wearing a light-colored blazer and is posed in front of a softly blurred background.

Phyllis Kyle

Senior Portfolio Manager
A man with short, slicked-back hair and a mustache, wearing a dark suit and white shirt, smiles at the camera. The background is softly blurred with natural light.

Lawsin Wilt

Portfolio Management Analyst

Operations & Administration

A woman with long brown hair and glasses smiles at the camera. She is wearing a dark top and is posed in front of a blurred, light-colored background.

Carol Georgi

Client Services Specialist

A woman with long dark hair and light eyes smiles at the camera. She is wearing hoop earrings and layered necklaces. The background is softly blurred office windows.

Adriana Jaime

Client Services Specialist
A man with short curly hair and a trimmed beard, wearing a dark blazer and light shirt, smiles at the camera. Blurred green plants and large windows are in the background.

Andrew Lima

Client Services Specialist
A young woman with long brown hair smiles at the camera. She is wearing a white top and a gold necklace, standing in front of a brick wall.

Sally Randolph

Client Services Specialist
A woman with long dark hair and blue eyes smiles at the camera. She is wearing a bright pink top and gold hoop earrings, with a blurred light background.

Katie Richards

Client Services & Operations Manager

Bella Scanland

Client Services Specialist