Team Members
- Abby Barnett Steininger
- BROOKE JACKSON, CFP®
- CAROLYN GALFIONE, CPA, CFP®
-
CHERYL SMITH
- CHRIS RUSSELL, CAP®
- COLE WHEELER, CFP®
- CORBIN GRILLO, CFA
- DANIEL THORNTON
-
DEE SIMPER
- EDWARD FULLERTON, ChFC, CLU®
- G. WALTER CHRISTOPHERSON, JD, CFP®
- HEIDI DAVIS, CPA/PFS, CFP®
- IRVING REYNA
-
Jenifer Miller
- JESSICA BANITT, CPA, CFP®
-
JULIA BENSON
- LAUREN RICH, CFP®
- Luke Wuthrich
- MARYJANE M. LeCroy, CFP®
- MELISSA BARKLEY, CFP®
-
MICHELLE O’LEARY
-
Michelle Ramirez
- NEAL WADLEY, CFP®, CIMA®
- NICK BARE, CFP®
- NICK IBANEZ, CFP®
- PHILLIP HAMMAN, CFA, CFP®
- RYAN PATTERSON, CFA, CFP®
- SHERI ROBINSON, CFP®, AEP®, CPA (RETIRED)
-
SHERYL PARKER
-
SUSAN MONTGOMERY
-
TAMARA WAGNER
- TROY TAYLOR, CFP®
- WILLIAM “BILL” KRING, CFP®
Connect with me
CORBIN GRILLO
CFA
DIRECTOR OF INVESTMENT STRATEGY
- Serves as a voting member of the firm’s Investment Committee
- Formerly worked as an analyst at a Houston-based investment consulting firm
- Graduate, University of Texas – B.B.A., Finance
- Member, CFA Institute