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Our Team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Find A Financial Professional

  • Abigail "Abby" Morrow, CFP®
  • Adam Pena
  • Adriana Espinoza
  • Alexander "Alex" D. Soler, CLU, ChFC
  • Alison Reznikov
  • Annelisa Longoria
  • Austin J. Weber
  • Braden Tate
  • Carlin Green
  • Carolina Herrera
  • Carter G. Rowles
  • Charles N. Larkam, II, ChFC®, CLU®
  • Christian Jordan
  • Christopher "Chris" Comer, CFP®, ChFC®
  • Christopher Reese
  • Claire Ricks
  • Colton Walter
  • Courtney Meadows
  • Craig Veach, MBA
  • Daniel Langella, QPFC
  • David Chandler
  • Emily E. Persyn, CFP®
  • Garret Sladek
  • Greg Cataldo, QPFC, MBA
  • Gregory Phillips
  • Harry Campbell Lamerton
  • Hector Elizondo, Jr, CFP®
  • Hondo Harris
  • Hunter Gall
  • Isaac Martinez
  • Jack Adams
  • Jack Engelmann
  • Jacob Lancaster
  • Jacob Schlosser
  • James "Andrew" Keck, RPS
  • Jared M. Gaddis
  • Jeffrey Marshall
  • Jeffrey D. Moore, MBA, ChFC®, CLU®
  • Jerald P. Reiner
  • Joe M. Morris, CFP®, ChFC®
  • John T. Driscoll, CFM
  • John Elder
  • Johnathon R. Zamudio, CRES
  • Jorge Vielledent, ChFC®, CLU®, QPS
  • Jose M. Olea, Jr.
  • Jose Pablo Rosales
  • Justin R. Hanna, CFP®
  • Katie Blevins
  • Kenneth "Kenny" Foley
  • Kervin M. Walsh
  • Kevin C. Douglas, CFP®, CPA
  • Kevin Gray, CFP®, CLU®, ChFC®
  • Kevin O. Thomas
  • Lynn A. Beal, CLU®
  • Mark G. Squires
  • Martin Gutierrez, CFP®
  • Matthew A. Almeter
  • Maxwell "Max" Ruthart
  • Michael J. Limas
  • Michael Stoehr
  • Jose "Miguel" Velasco
  • Miles Peterson
  • Peter McDonnell
  • R. Andrew Flores, CFP®, ChFC®, CLU®
  • Rachel Choate
  • Ray Crain III
  • Ricardo Santos
  • Ruchir Elhence
  • Ryan Langella
  • Ryan Reyna
  • Sam J. Ribak
  • Samuel Moser
  • Silas Um
  • Stefan Sikorski, JD

Our Branch Leader

Jeffrey D. Moore

Jeffrey D. Moore, MBA, ChFC®, CLU®

Executive Vice President of Greater Central Texas Branch

(405) 942-4200

jeffrey.moore@equitable.com

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Our Vice Presidents

Carlin Green

Carlin Green

Vice President of Greater Central Texas Branch, Financial Consultant

210-348-1387

carlin.green@equitable.com

Garret Sladek

Garret Sladek

Vice President of Greater Central Texas Branch, Financial Consultant

210-348-1389

garret.sladek@equitable.com

Jared Gaddis

Jared M. Gaddis

Senior Vice President of Greater Central Texas Branch, Financial Professional

210-308-6300

Jared.Gaddis@equitable.com

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Ray Crain

Ray Crain III

Vice President of Greater Central Texas Branch, Financial Professional

(512) 818-9861

ray.crain@equitable.com

Ruchir Elhence

Ruchir Elhence

Vice President of Greater Central Texas Branch, Financial Advisor

214-505-9315

ruchir.elhence@equitable.com

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Samuel Moser

Samuel Moser

Vice President of Greater Central Texas Branch, Financial Consultant

(512) 794-2380

samuel.moser@equitable.com

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Stefan Sikorski

Stefan Sikorski, JD

Senior Vice President of Greater Central Texas Branch, Financial Professional

512-794-2300

stefan.sikorski@equitable.com

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Our Financial Professionals

Abigail Morrow

Abigail "Abby" Morrow, CFP®

Financial Advisor

940-631-0070

Adam Pena

Adam Pena

Financial Professional

(210) 774-2056

Adriana Espinoza

Adriana Espinoza

Financial Professional

(512) 794-2300

Alexander Soler

Alexander "Alex" D. Soler, CLU, ChFC

Financial Advisor

(713) 402-6490

Alison Reznikov

Alison Reznikov

Financial Advisor

512-794-2300

Annelisa Longoria

Annelisa Longoria

Financial Advisor

210-348-1391

Austin Weber

Austin J. Weber

Financial Consultant

512-794-2316

Braden Tate

Braden Tate

Financial Advisor

210-348-1380

Carlin Green

Carlin Green

Vice President of Greater Central Texas Branch, Financial Consultant

210-348-1387

Carolina Herrera

Carolina Herrera

Financial Professional

210-308-6300

Carter Rowles

Carter G. Rowles

Financial Advisor, Retirement Planning Specialist

(512) 833-0467

Charles Larkam

Charles N. Larkam, II, ChFC®, CLU®

Financial Advisor, Qualified Plan Specialist

(512) 794-2307

Christian Jordan

Christian Jordan

Financial Professional

210-348-1381

Christopher Comer

Christopher "Chris" Comer, CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ professional at Sentry Wealth Group

903-660-6050

Christopher Reese

Christopher Reese

Financial Consultant

720-892-5487

Claire Ricks

Claire Ricks

Financial Professional

512-794-2300

Colton Walter

Colton Walter

Financial Consultant

512-794-2300

Courtney Meadows

Courtney Meadows

Financial Advisor

(903) 524-0993

Craig Veach

Craig Veach, MBA

Financial Advisor

210-453-1593

Daniel Langella

Daniel Langella, QPFC

Financial Consultant

210-348-1392

David Chandler

David Chandler

Financial Professional

903-413-8080

Emily Persyn

Emily E. Persyn, CFP®

Partner & CERTIFIED FINANCIAL PLANNER™ professional at Harvest Future Financial

210-348-1360

Garret Sladek

Garret Sladek

Vice President of Greater Central Texas Branch, Financial Consultant

210-348-1389

Greg Cataldo

Greg Cataldo, QPFC, MBA

Financial Consultant

512-794-2320

Gregory Phillips

Gregory Phillips

Financial Professional

(210) 774-2050

Harry Campbell Lamerton

Harry Campbell Lamerton

Financial Consultant

512-794-2300

Hector Elizondo, Jr, CFP®

Hector Elizondo, Jr, CFP®

Founder, CERTIFIED FINANCIAL PLANNER™ professional at Legado Financial Group

(512) 794-2306

Hondo Harris

Hondo Harris

Financial Consultant at Private Wealth Group

(361) 888-6669

Hunter Gall

Hunter Gall

Financial Professional at Private Wealth Group

512-794-2300

Isaac Martinez

Isaac Martinez

Financial Advisor

(210) 308-6300

Jack Adams

Jack Adams

Financial Professional at Private Wealth Group

210-348-6300

Jack Engelmann

Jack Engelmann

Financial Professional

512-645-3776

Jacob Lancaster

Jacob Lancaster

Financial Advisor

(512) 596-2912

Jacob Schlosser

Jacob Schlosser

Financial Advisor

(210) 308-6300

James Keck

James "Andrew" Keck, RPS

Partner and Financial Consultant at Harvest Future Financial

210-348-1382

Jared Gaddis

Jared M. Gaddis

Senior Vice President of Greater Central Texas Branch, Financial Professional

210-308-6300

Jeffrey Marshall

Jeffrey Marshall

Financial Advisor

210-348-1373

Jeffrey D. Moore

Jeffrey D. Moore, MBA, ChFC®, CLU®

Executive Vice President of Greater Central Texas Branch

(405) 942-4200

Jerald Reiner

Jerald P. Reiner

Financial Consultant

(210) 348-1369

Joe Morris

Joe M. Morris, CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ Professional & Financial Consultant

(512) 794-2325

John Driscoll

John T. Driscoll, CFM

Financial Consultant & President at Driscoll Wealth Management

(303) 305-5506

John Elder

John Elder

Financial Consultant

(512) 596-2894

Johnathon Zamudio

Johnathon R. Zamudio, CRES

Associate Financial Consultant at Private Wealth Group

361-888-6669

Jorge Vielledent

Jorge Vielledent, ChFC®, CLU®, QPS

Retirement Planning Specialist at Synergy Wealth Management

(915) 521-8191

Jose Olea

Jose M. Olea, Jr.

Financial Professional

(915) 726-3836

Jose Pablo Rosales

Jose Pablo Rosales

Financial Consultant at Synergy Wealth Management

(915) 760-6694

Justin Hanna

Justin R. Hanna, CFP®

CERTIFIED FINANCIAL PLANNER™ professional, Founder at Harvest Future Financial

210-348-1394

Katie Blevins

Katie Blevins

Financial Professional

(512) 794-2300

Kenneth Foley

Kenneth "Kenny" Foley

Financial Advisor, President at Paradigm 20/20 Financial Strategies, LLC

903-235-7051

Kervin Walsh

Kervin M. Walsh

Financial Consultant

(361) 883-9800

Kevin Douglas

Kevin C. Douglas, CFP®, CPA

CERTIFIED FINANCIAL PLANNER™ professional

(512) 794-2311

Kevin Gray

Kevin Gray, CFP®, CLU®, ChFC®

CERTIFIED FINANCIAL PLANNER™ professional

(210) 348-1376

Kevin Thomas

Kevin O. Thomas

Financial Consultant

561-312-3862

Lynn Beal

Lynn A. Beal, CLU®

Financial Consultant at Private Wealth Strategies Group

(512) 794-2300

Mark Squires

Mark G. Squires

Financial Consultant

(830) 624-8066

Martin Gutierrez

Martin Gutierrez, CFP®

CERTIFIED FINANCIAL PLANNER™ professional at Synergy Wealth Management

(915) 772-4900

Matthew Almeter

Matthew A. Almeter

Financial Professional

(210) 308-6300

Maxwell Ruthart

Maxwell "Max" Ruthart

Financial Consultant

512-794-2300

Michael Limas

Michael J. Limas

Financial Planner at Michael J. Limas & Associates

(956) 574-6150

Michael Stoehr

Michael Stoehr

Financial Professional

512-596-2914

Miguel Velasco

Jose "Miguel" Velasco

Executive Partner, Financial Consultant at Harvest Future Financial

(210) 348-1396

Miles Peterson

Miles Peterson

Financial Advisor

949-616-6279

Peter McDonnell

Peter McDonnell

Financial Professional

(607) 382-6480

R. Andrew Flores

R. Andrew Flores, CFP®, ChFC®, CLU®

Senior Partner, Certified Financial Planner™ at Private Wealth Group

(361) 888-6669

Rachel Choate

Rachel Choate

Financial Advisor

512-645-3796

Ray Crain

Ray Crain III

Vice President of Greater Central Texas Branch, Financial Professional

(512) 818-9861

Ricardo Santos

Ricardo Santos

Financial Professional

210-453-1586

Ruchir Elhence

Ruchir Elhence

Vice President of Greater Central Texas Branch, Financial Advisor

214-505-9315

Ryan Langella

Ryan Langella

Financial Advisor

210-348-1386

Ryan Reyna

Ryan Reyna

Associate Financial Consultant at Private Wealth Group

361-888-6669

Sam Ribak

Sam J. Ribak

Financial Professional

(210) 348-1378

Samuel Moser

Samuel Moser

Vice President of Greater Central Texas Branch, Financial Consultant

(512) 794-2380

Silas Um

Silas Um

Financial Professional

(512) 645-3911

Stefan Sikorski

Stefan Sikorski, JD

Senior Vice President of Greater Central Texas Branch, Financial Professional

512-794-2300