Advisor Directory
Kyle Clift, CRPS®
Senior Vice President - Financial Advisor
Institutional Consulting Group
Corporate Retirement Director
214-775-6431Norma Whitsitt, CDFA®, CEPA®, CFP®
First Vice President - Financial Advisor
Senior Portfolio Manager
432-687-8969Thomas Smith, CAP®, CFP®, CLU®, CPA*
Managing Director - Branch Director
Senior Portfolio Director
903-533-1090Matt Sheldahl, CFA®
Senior Vice President - Financial Advisor
Institutional Consulting Group
Corporate Retirement Director
214-775-6467Carsten Frederiksen, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
214-775-6401Nancy Murray, AWM, MBA
Senior Vice President - Financial Advisor
Senior Portfolio Director
903-295-5708Kevin Clift, CIMA®, CPFA®
Managing Director - Financial Advisor
Institutional Consulting Group
Corporate Retirement Director
214-775-6453Rob Frey, AWM, CFP®, CRPS®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
972-612-2907Kristi Owens, CAP®, CRPC®, ChFC®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
972-612-2904Dan Sullivan, CFP®, CIMA®, CIMC®
Senior Vice President - Financial Advisor
Senior Portfolio Director
214-775-6424Kendall Pfutzenreuter, CRPC®, ChFC®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
972-612-2908