Travis Penfield
CEO & Founder
Hunter Lloyd
Founding Partner
Justin Lopez
Chief Operating Officer
Keith Andel, CPA
Chief Financial Officer
Michael French
Senior Vice President of Investments
Investment & Planning Operations
Jeremy Cooper
Director of Investment & Planning Operations
Bryan Farney
Director of Investments
Tyler Staniford
Investment and Planning Operations Senior Specialist
Kristin Griffin
Investment and Planning Operations Specialist
Jacob Villarreal
Investment and Planning Operations Specialist
Kristen Harper
Investment and Planning Operations Coordinator
August Mays
Investment and Planning Operations Coordinator
Ryan Rourke
Investment and Planning Operations Coordinator
Steven Campbell
Business Processing Coordinator
Kyle Hampton
Business Processing Coordinator
Dawson Moses
Business Processing Coordinator
TJ Reynolds
Business Processing Coordinator
Anne York
Vice President of Field Operations
Nick Adams, CPA
Controller
Clayton Anderson
Director of Client Success
Lesley Heard
Director of Recruiting, Testing, & Onboarding
Vince Kelly
Chief of Staff
Ivan Mills
Business Architect
Mary Calhoun
Business Operations Manager
James Reising
Compliance Manager
Stef Lewerenz
Talent Acquisition Specialist
Nick Campagna
Staff Accountant
Haley Payne
Field Operations Specialist
Collin Plotts
Field Operations Specialist- Joint Work
Randall Ramrattan
Compliance Specialist
Natalie Smith
Executive Assistant to the CEO
Sarah Villarreal
Bridge Specialist
Hooria Ashraf
HR Coordinator
Cole Gerlovich
Revenue Accountant
Brody Jennings
Recruiting Coordinator
Lizah Okoniewski
Field Operations Coordinator
Isabelle Peterson
Recruiting Coordinator
Lexie Ryan
Recruiting Coordinator
Lauren Alexander
Geography Operations Coordinator – Houston
Rylee Behrman
Geography Operations Coordinator – Arkansas
Jake Davidson
Geography Operations Coordinator – Austin
Madeline Kiehl
Geography Operations Coordinator – Austin
Shannon Thoms
Geography Operations Coordinator – Atlanta
Taylor Vandersmitte
Dallas Geography Operations Coordinator
Brendon Tschoepe
Financial Professional
Lifelong financial guidance
Critical analyses with thoughtful solutions
Relentless pursuit of accountability and excellence