Team Members
- Abby Barnett
- ALLISON BRITZ
- ASHLEY TRLICA, CFP®, AEP®
- B. CRAIG IVY, CFP®
- BROOKE JACKSON, CFP®
- CAROLYN GALFIONE, CPA, CFP®
- CHERYL SMITH
- CHRIS RUSSELL
- COLE WHEELER, CFP®
- CORBIN GRILLO, CFA
- DANIEL THORNTON
- DEE SIMPER
- EDWARD FULLERTON, ChFC, CLU®
- G. WALTER CHRISTOPHERSON, JD, CFP®
- GEORGE F. WILLIAMS, JD, CFP®
- GRANT J. WILLIAMS, CFP®
- HEIDI DAVIS, CPA/PFS, CFP®
- IRVING REYNA
- J. HAROLD WILLIAMS, CPA/PFS, CFP®
- JESSICA BANITT, CPA, CFP®
- JULIA BENSON
- KELLY O. SCHMALHAUSEN, CRCP®
- LANTZ BOWMAN, CFP®
- LARRY NAPIER, CPA
- LAUREN RICH, CFP®
- MARYJANE M. LeCroy, CFP®
- MELISSA BARKLEY, CFP®
- MICHELLE O’LEARY
- NICK BARE, CFP®
- NICK IBANEZ, CFP®
- PHILLIP HAMMAN, CFA, CFP®
- RYAN PATTERSON, CFA, CFP®
- SHERI ROBINSON, CPA, CFP®, AEP®
- SHERYL PARKER
- SUSAN MONTGOMERY
- TAMARA WAGNER
- TROY TAYLOR, CFP®
- WILLIAM “BILL” KRING, CFP®

Connect with me
IRVING REYNA
SENIOR FIXED INCOME ANALYST
Industry Experience: 6 years
- Graduate, University of Texas at San Antonio – B.B.A., Finance
- Member of the firm’s Investment Committee
- Formerly with national broker-dealer in the Houston and Austin offices