Since 1998, Tom has helped a select group of individuals, families, and business owners build, manage, protect, and transition wealth with a specialty around serving the specific needs of corporate executives. His practice is built upon the four cornerstones of comprehensive investment management: investments, liability management, estate and trust services, and risk management.

Tom grew up in the Washington D.C. metro area and attended the University of Oklahoma, where he was a member of the OU Sooners football team and earned a bachelor’s degree. A constant learner, Tom earned the prestigious Certified Financial Planner® designation in 2010. The CFP® certification is awarded to those individuals who complete a rigorous course of study and who dedicate themselves to maintaining their technical competency and agree to abide by a strict code of ethics.

As a Private Wealth Financial Advisor, Tom utilizes a disciplined, client-centric approach, which has its foundation in listening to and understanding his clients’ goals and objectives. He develops solutions and strategies based on those objectives and implements them in an independent, objective, unbiased, and cost-effective manner. As plans unfold, Tom reviews and adjusts when personal situations change and when major market shifts occur.

Tom comes from a family of financial advisors and developed a passion for investments at an early age. He was drawn to the investment advisory business because it offers the ability to develop long-term relationships by working with families over their lifetimes to make a positive difference in their lives. Away from the office, Tom is married to his wife of 27 years, Karen, and has two children, Madison and Grayson. Tom enjoys playing most sports, especially basketball and tennis.

Working with high-net-worth individuals and family members to help achieve their sought-after financial goals is the most rewarding aspect of David’s career. He has always enjoyed working with numbers and was energized by pursuing a field in which he could focus on portfolio construction, diversification, and investment vehicle combinations. He draws on these skills daily and uses them for the benefit of his clients.

David earned his B.S. in Biochemistry from the University of Texas at Austin. After his entry into the financial services industry, he earned the Chartered Financial Analyst (CFA®) designation by completing rigorous coursework, passing the qualifying exams, and agreeing to a strict standard of professional conduct.

David lives in Dallas with his wife, Sital, and their dog, Meatball. Away from the office, they enjoy spending time with family (most of whom live in Texas) and taking trips to San Francisco and Napa Valley. Nutrition and exercise are very important to David, and he enjoys staying active by playing basketball, weight training, snowboarding, running, and walking Meatball. He is also a proud supporter of the Susan G. Komen Race for the Cure and has participated in the Dallas 5k every year since 2008.

CA Insurance License Number: 0M48213. Resident State TX.

For nearly 20 years, Stephanie Gonzalez has devoted her career to serving to client-facing roles in which she has carried out a wide variety of responsibilities. As the Senior Registered Client Associate for the team, Stephanie manages client accounts, focusing primarily on preparing documentation for alternative investments and executing equity, syndicate, and fixed income trading. She loves learning about clients and getting to know them personally, and her ultimate goal is to help create simplicity by helping them with day-to-day financial transactions.

After earning a bachelor’s degree in Business with a concentration in Information Systems, Stephanie went on to acquire her FINRA Series 7 and 66 securities registration, as well as the health and life insurance licenses.

An active member of her community, Stephanie previously served as a board member of the Allen Sports Association and has been recognized twice as the Cheerleading Coach of the Year. She and her family currently volunteer with Feed the City, Feed My Starving Children, and the local SPCA. In her extra free time, Stephanie enjoys gardening, renovating homes, and spending time with her husband of 27 years, Armando, and her children, Cristian, Sophia, and Ava Marie. Her family lovingly spoils their two dogs, Chuy (a Morkie) and Gio (a Teacup Yorkie).

CA Insurance License Number: 4022568. Resident State TX.

Since 2016, Lyali Alseed has worked with many high net-worth clients within both Wells Fargo Bank and Wells Fargo Advisors. Her mission is to provide exceptional service to clients with every administrative aspect of their accounts. Throughout her career, she developed a variety of skills, such as providing access to portfolio management and assisting with personalized client needs. In her current role as Senior Registered Client Associate, Lyali is highly prepared to support the team through assembling documentation for annuities, opening and servicing the client’s accounts, and resolving any questions or concerns clients may have. Lyali takes pride in helping clients meet their financial needs with her excellent customer service and support.

Before entering the financial services industry, Lyali graduated with her Masters degree in Molecular Medicine from Drexel University. Lyali joined Wells Fargo Bank in 2016 as a Personal Banker before starting her current role as Senior Registered Client Associate in 2022. Since she joined Wells Fargo Advisors, Lyali has acquired her FINRA Series 7, 65, and 63 securities registration as well the health and life insurance licenses.

Outside of the office, Lyali volunteers to support the new international students attending Southern Methodist University by introducing them to Dallas and all that the city has to offer. In her free time, she enjoys working out, developing home renovation projects, and spending time with her two Persian cats, Smokey and Wiz.

CA Insurance License Number: 4276088. Resident State TX.