512.501.5584

Duane C. Cooper, CFP®

Managing Director-Investments, PIM Portfolio Manager
Specializes in Estate planning strategies, Retirement planning, and Investment management.

512.501.5585

Ritchy Scoggin, AIF®

Senior Vice President - Investments, PIM Portfolio Manager
Specializes in Corporate retirement services, Retirement planning, Investment management.
512.501.5586

Zac Scoggin

Financial Advisor
Specializes in Corporate retirement services, Investment management, marketing and Client experience.
512.501.5587

Cari Peterson, MBA

Financial Consultant
Specializes in Insurance, Retirement planning, marketing and Client experience.

Kristen Livingston

Financial Consultant 
Specializes in retirement planning, marketing, and Client experience.
Phone: 512.501.5582

Helen Garcia

Senior Client Associate
Specializes in Account administration, Asset transfer, and Client experience.