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Advisor Directory

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Kristi Owens, CAP®, CRPC®, ChFC®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone972-612-2904
Rob Dillenback, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone972-612-2902
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Greg Hornok
Senior Vice President - Branch Director
Senior Consulting Group
phone972-612-2921
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David H. Ko
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone972-612-4270
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Bruce Lewin
Managing Director - Financial Advisor
phone972-612-2948
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Robert Straight, CFP®
Senior Vice President - Financial Advisor
Consulting Group
phone972-612-2910
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Dusty J. Tripp, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone972-612-2939
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Greg Leisey
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone972-612-2923
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Rob Frey, AWM, CFP®, CRPS®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone972-612-2907
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Holli Terry, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone972-612-2920
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Kendall Pfutzenreuter, CRPC®, ChFC®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone972-612-9777
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Jay Liberman
First Vice President - Financial Advisor
Consulting Group
phone972-612-4253
Barry New
Vice President - Financial Advisor
phone972-612-4254
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Diana L. Read, CFP®, CIMC®
First Vice President - Financial Advisor
phone972-612-2946
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Phil Hammitt, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone972-565-0064
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John M. Terry
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone972-612-4268
Allen Smith
Senior Vice President - Financial Advisor
Consulting Group
phone972-612-2918
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Kibb King
First Vice President - Financial Advisor
phone469-476-9548
Terry Lee
Senior Vice President - Financial Advisor
phone972-612-2924
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Cary Tucker, CRPS®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone972-612-2906