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
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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
TROY TAYLOR
CFP®
MANAGING DIRECTOR
SENIOR WEALTH ADVISOR
- Serves as Wealth Advisor Team Lead
- Serves as a member of the LW Wealth Services and Systems Working Group
- Formerly with Amegy Bank as a Principal for Amegy Investments
- Graduate, Chapman University – B.A., Pre-Law Social Sciences
- M.B.A., Cornell University
- Served on the Advisory Board and Development Committee of Child Advocates
- Former board member, Interfaith Caring Ministries
- Member of the firm’s United Way Leadership Team.