Our Branch Leader
Jeffrey D. Moore, MBA, ChFC®, CLU®
Executive Vice President of Greater Central Texas Branch
Read moreOur Vice Presidents
Carlin Green
Vice President of Greater Central Texas Branch, Financial Consultant
Craig Veach, MBA
Vice President of Greater Central Texas Branch, Financial Advisor
Greg Cataldo, QPFC, MBA
Vice President of Greater Central Texas Branch, Financial Consultant
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Jared M. Gaddis
Senior Vice President of Greater Central Texas Branch, Financial Professional
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Ray Crain III
Vice President of Greater Central Texas Branch, Financial Professional
Stefan Sikorski, JD, ChFC®,CLU®
Senior Vice President of Greater Central Texas Branch, Financial Professional
Read moreOur Financial Professionals
Abigail "Abby" Morrow, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional & Financial Advisor
Carlin Green
Vice President of Greater Central Texas Branch, Financial Consultant
Carter G. Rowles
Financial Advisor, Retirement Planning Specialist
Charles N. Larkam, II, ChFC®, CLU®
Financial Advisor, Qualified Plan Specialist
Christopher "Chris" Comer, CFP®, ChFC®
CERTIFIED FINANCIAL PLANNER™ professional at Sentry Wealth Group
Craig Veach, MBA
Vice President of Greater Central Texas Branch, Financial Advisor
Emily E. Persyn, CFP®
Partner & CERTIFIED FINANCIAL PLANNER™ professional at Harvest Future Financial
Greg Cataldo, QPFC, MBA
Vice President of Greater Central Texas Branch, Financial Consultant
Hector Elizondo, Jr, CFP®
Founder, CERTIFIED FINANCIAL PLANNER™ professional at Legado Financial Group
James "Andrew" Keck, RPS
Partner and Financial Consultant at Harvest Future Financial
Jared M. Gaddis
Senior Vice President of Greater Central Texas Branch, Financial Professional
Jeffrey D. Moore, MBA, ChFC®, CLU®
Executive Vice President of Greater Central Texas Branch
Joe M. Morris, CFP®, ChFC®
CERTIFIED FINANCIAL PLANNER™ Professional & Financial Consultant
John T. Driscoll, CFM
Financial Consultant & President at Driscoll Wealth Management
Johnathon R. Zamudio, CRES
Associate Financial Consultant at Private Wealth Group
Jorge Vielledent, ChFC®, CLU®, QPS
Retirement Planning Specialist at Synergy Wealth Management
Jose Pablo Rosales
Financial Consultant at Synergy Wealth Management
Justin R. Hanna, CFP®
CERTIFIED FINANCIAL PLANNER™ professional, Founder at Harvest Future Financial
Kenneth "Kenny" Foley
Financial Advisor, President at Paradigm 20/20 Financial Strategies, LLC
Kevin C. Douglas, CFP®, CPA
CERTIFIED FINANCIAL PLANNER™ professional
Kevin Gray, CFP®, CLU®, ChFC®
CERTIFIED FINANCIAL PLANNER™ professional
Kevin O. Thomas, CFP®, ChFC®
CERTIFIED FINANCIAL PLANNER™ Professional & Financial Consultant
Lynn A. Beal, CLU®
Financial Consultant at Private Wealth Strategies Group
Martin Gutierrez, CFP®
CERTIFIED FINANCIAL PLANNER™ professional at Synergy Wealth Management
Michael J. Limas
Financial Planner at Michael J. Limas & Associates
Jose "Miguel" Velasco
Executive Partner, Financial Consultant at Harvest Future Financial
R. Andrew Flores, CFP®, ChFC®, CLU®
Senior Partner, CERTIFIED FINANCIAL PLANNER™ at Private Wealth Group
Ray Crain III
Vice President of Greater Central Texas Branch, Financial Professional
Ruchir Elhence
Vice President of Greater Central Texas Branch, Financial Advisor
Ryan Reyna
Associate Financial Consultant at Private Wealth Group
Samuel Moser
Vice President of Greater Central Texas Branch, Financial Consultant
Stefan Sikorski, JD, ChFC®,CLU®
Senior Vice President of Greater Central Texas Branch, Financial Professional