Rita Y. Ingram

Rita Y. Ingram

Financial Advisor

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Michele-C-Garza

Michele C. Garza

Executive Office Manager

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Geoff Barry

Geoffrey Barry

Financial Advisor

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Mitzi-Richards

Mitzi Richards

Director of Client Services

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Brandon-Uttich

Brandon Uttich

Financial Advisor

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Donna Bradley

Donna Bradley

Financial Advisor

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Melissa Sperling

Melissa Sperling

Financial Advisor

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Ana Flores

Ana Flores

Administrative Assistant

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Sue Flores

Sue Flores

Administrative Assistant

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Kyle Tatro

Kyle Tatro

President, CEO, Wealth Advisor

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Kyle Tatro

Jeremy Lordge

Office Manager, Financial Paraplanner

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