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Senior Leadership

Travis Penfield

CEO & Founder

Hunter Lloyd

Founding Partner, Regional Managing Partner

Kyle Sims

Founding Partner, Regional Managing Partner
[email protected]

Justin Lopez

Chief Operating Officer

Keith Andel, CPA

Chief Financial Officer

Anne York

Vice President of Field Operations

Michael French

Senior Vice President of Investments

David Farrell

Managing Partner of Austin
[email protected]

Matthew Foxhall, CFP®

Managing Partner of Jacksonville
[email protected]

Josh Henson

Managing Partner of Houston
[email protected]

Patrick Mundlin

Managing Partner of Atlanta
[email protected]

Tim Rodgers

Managing Partner of Northwest Arkansas
[email protected]

Dean Dillenberg

Managing Partner of Los Angeles
[email protected]

Greg Rosner

Managing Partner of Charlotte
[email protected]

Brandon Lanz

Managing Partner of Dallas
[email protected]
 

Leadership

Chase Bertrand

Vice President
[email protected]

Nick Bishop

Associate Vice President
[email protected]

Boston Prachyl

Vice President
[email protected]

Stephen Rao

Vice President
[email protected]

Jonathan Rice

Vice President
[email protected]

Michael Wuest

Vice President
[email protected]

Hayden Baker

Associate
[email protected]

Noah Behrman

Associate
[email protected]

Caleb Borders

Associate
[email protected]

DJ Catherman

Associate
[email protected]

Quinn Davis

Associate
[email protected]

Brooke Etheridge

Associate
[email protected]

Rachel Gurinsky

Associate
[email protected]

Luke Heiligenthal

Associate
[email protected]

Jimmy Henry

Associate
[email protected]

Cole McKelvey

Associate
[email protected]

Kristian Mtetwa

Associate
[email protected]

Lincoln Rock

Associate
[email protected]

Jacob Roos

Associate
[email protected]

Carson Cheek

Associate
[email protected]

Soha Dessouky

Associate
[email protected]

Brock Martin

Associate
[email protected]

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

Payten Ricks

Investment Operations Partnerships Coordinator

Kyle Hampton

Business Processing Coordinator

Dawson Moses

Business Processing Coordinator

TJ Reynolds

Business Processing Coordinator

Jacob Garrity

Business Processing Coordinator

Michael Clemens

Business Processing Coordinator

Kyler Barnett

Business Processing Coordinator
[email protected]

HQ

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

Christine Blasl

HR Manager
[email protected]

Mary Calhoun

Project Marketing Manager

Nick Campagna

Senior Accountant

Haley Payne

Field Operations Content Sr. 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

Lizah Okoniewski

Field Operations Coordinator

Isabelle Peterson

Recruiting Coordinator

Lexie Ryan

Recruiting Coordinator

Lauren Alexander

Relationship Management Specialist

Rylee Behrman

Geography Operations Coordinator – Arkansas

Jake Davidson

Geography Operations Coordinator – Austin

Shannon Thoms

Geography Operations Coordinator – Atlanta

Taylor Vandersmitte

Geography Operations Coordinator – Dallas

Pablo Vazquez

Geography Operations Coordinator – Houston

Stephanie Marshall

Director of Marketing

Christopher Deschenes

VP of Business Development Experienced Advisors

Sara Carr

Advisor & Client Relationship Care Coordinator of Atlanta

Lauren Martin

HQ Office Manager

Megan Brittany Terrazas

Executive Assistant

Teri Dusold

Recruiting Manager

Amy King

Geography Operations Coordinator – Charlotte
[email protected]

Lauren Anderson

Corporate Recruiter

Katie Wussow

Director of Learning & Development

Ricky West

FP&A Manager

Nicole Macaluso

Events Manager

Christopher Bonilla

Director of IT

Manav Shah

Investment Analyst

Mercedes Petrus

Executive Assistant
[email protected]

Portia Nagano

Geography Operations Coordinator – LA

Isabella Medford

Project Manager

Amber Allen

SVP of Corporate Integration

Mia Scholl

Recruiting Operations Coordinator

Mila Kellam

Relationship Care Coordinator of LA

Christina Vance

Director of Sales Enablement & Training

Cameron Thierry

Staff Accountant

Noah Engelker

Recruiting Operations – Sourcing Team Lead

Christopher Zapata

Director of Geography Operations

Nia Wattley

Client Relationship Care Coordinator of Dallas
[email protected]

Mike DeFrees

Internal Coach

Associates

Kris Blasl

Senior Associate
[email protected]

Connor Bradley

Senior Associate
[email protected]

Zach Hawkins

Senior Associate
[email protected]

Michael Ihlenfeldt, CFP®, CLU®

Senior Associate
[email protected]

Benjamin Long

Senior Associate
[email protected]

August Vordenbaum

Senior Associate
[email protected]

Mitchell Johnson

Senior Associate
[email protected]

Grant Boren

Associate
[email protected]

Alex Eaton

Associate
[email protected]

Neil Tjon-Hing

Associate
[email protected]

Adam Dahlstrom

Associate
[email protected]inancial.com

Chris Houser

Associate
[email protected]

Justin Jones

Associate
[email protected]

Kyle Kevorkian

Associate
[email protected]

Dalyn Adonis Love

Associate
[email protected]

Mitch Roper

Associate
[email protected]

Sam Alves

Associate
[email protected]

Blake Bartlett

Associate
[email protected]

Ava S. Behar

Associate
[email protected]

Bryce Berryman

Associate
[email protected]

Leslie Bonorden

Associate
[email protected]

Corey Y. Boone

Associate
[email protected]

Ryan Botzong

Associate
[email protected]

Lane Curry

Associate
[email protected]

Micah Damrow

Associate to the Founding Partner
[email protected]

Stephen Davis

Associate
[email protected]

Bailey Dial

Associate
[email protected]

Michaela Evans

Associate
[email protected]

Brandon Ezell

Associate
[email protected]

Nathan Fontenot

Associate
[email protected]

Conner R. Haney

Associate
[email protected]

Eric Larsen

Associate
[email protected]

Luke Mangan

Associate
[email protected]

Grace McCasland

Associate
[email protected]

Cameron McIlhenny

Associate
[email protected]

Jackson O’Brien

Associate
[email protected]

Griffin Rea

Associate
[email protected]

Nick Ryan

Associate
[email protected]

Liv Shin

Associate
[email protected]

Sam Sloan

Associate
[email protected]

Will Sparks

Associate
[email protected]

Kyle Sweeney

Associate
[email protected]

Parker Teague

Associate
[email protected]

Jonah Vela

Associate
[email protected]

Luke Victor

Associate
[email protected]

James Wayne

Associate
[email protected]

Ricky Brenek

Associate
[email protected]

Evan Enerlich

Associate
[email protected]

Brendon Tschoepe

Associate
[email protected]

Hunter Millsaps

Associate
[email protected]

Connor Stiscak

Associate
[email protected]

Ethan Beckham

Associate
[email protected]

Financial Professionals

Hank Goodman

Financial Professional
[email protected]

Jace Engel

Financial Professional
[email protected]

Andrew Wood

Financial Professional
[email protected]

Luke Blackmon

Financial Professional
[email protected]

Davis Brunson

Financial Professional
[email protected]

Cole Pettis

Financial Professional
[email protected]

Joseph Bolling

Financial Professional
[email protected]

Justin Parker

Financial Professional
[email protected]

Jake Lake

Financial Professional
[email protected]

Chandler Warren

Financial Professional
[email protected]

Lauren Baccari

Financial Professional
[email protected]

Jonathan Harrison

Financial Professional
[email protected]

Josh Studebaker

Financial Professional
[email protected]

James West

Financial Professional
[email protected]

Jimmy Williams

Financial Professional
[email protected]

Joe Fuller

Financial Professional
[email protected]

Elliott Anderson

Financial Professional
[email protected]

Sultaan Shabazz

Financial Professional
[email protected]

Hunter Favorite

Financial Professional
[email protected]

Brogan Mooney

Financial Professional
[email protected]

Ronan Dooney

Financial Professional
[email protected]

Dylan Bishop

Financial Professional
[email protected]

Anthony Rugnetta

Financial Professional
[email protected]

Michael Ray

Financial Professional
[email protected]

Collin Saydah

Financial Professional
[email protected]

Alex Poindexter

Financial Professional
[email protected]

Tyler Dodson

Financial Professional
[email protected]

Zachary Bernstein

Financial Professional
[email protected]

Torrey Patrie

Financial Professional
[email protected]

Ava Smagacz

Financial Professional
[email protected]

Andrew Rose

Financial Professional
[email protected]

Benjamin Lisk

Financial Professional
[email protected]

Harold Pressley IV

Financial Professional
[email protected]

Maximilian Hillerbrand

Financial Professional
[email protected]

Nathan Allen

Financial Professional
[email protected]

PJ Peters

Financial Professional
[email protected]

Garrett Newberry

Financial Professional
[email protected]

Michael Tingue

Financial Professional
[email protected]

Kevin Walker

Financial Professional
[email protected]

Grayson Gradke

Financial Professional
[email protected]

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