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Meet Our Team

Mike Marasco

Senior Vice President - Branch Manager

Lynn Belitz

Brody Bless

Taylor Cheney

Financial Advisor

Phone Number

(214) 373-2766

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Anne Davidson

Michael Gage, CFP

Financial Advisor
First Vice President - Investment Officer

Phone Number

(214) 373-2748

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CFP

Maura Guthrie

Phone Number

(214) 373-2762

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Deborah Heinze

Financial Advisor

Phone Number

(214) 373-2700

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Matthew Holmes

Managing Director - Investments

Phone Number

(214) 373-2719

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Mark Hutchison

Joseph Icon

Sam Nuche

David Somerville

Financial Advisor

Phone Number

(214) 373-2700

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William Tenney, CPWA, CIMA, CFP

Vice President - Investment Officer

Phone Number

(214) 373-2738

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CPWA, CIMA, CFP

Roger Turner

Bobby Wenzig, CFP

Financial Advisor

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CFP