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Meet the Team

  • Senior Management
  • Investment & Client Advisory
  • Operations
  • Administration

Senior Management

  • James E. Braden, CPA
  • Smith A. Brownlie III, CPA
  • Blake M. Cameron
  • James C. Garnett
  • Elizabeth A. B. Hatfield
  • Frederick W. Wahl, Jr., CFA, CIMA

Investment & Client Advisory

  • John M. Allen II, CPA
  • Katherine R. B. Broyles, CPA
  • Ryan M. Childress
  • Tyler L. Dodd, CPA
  • Courtney H. Faison
  • Miles N. Goodman, CPA
  • Rachel A. Keiser, CPA
  • Hiba A. Khan, CFA, FMVA
  • C. Elise Sosebee, CPA
  • Ethan L. Voit

Operations

  • Benjamin J. Ackley
  • J. Carter Brownlie
  • Sarah Johnson
  • Tracy C. Lymos
  • Ashlee M. Mitchell

Administration

  • Karen L. Hyles
  • Megan E. London

Careers

Devoted. Driven. Disciplined. We serve as trusted advisors for a unique set of families.

Submit an inquiry

Dallas

2820 Ross Tower, 500 North Akard Street
Dallas, Texas 75201

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  • Telephone: 214-219-4650

Fort Worth

301 Commerce Street Suite 3655
Fort Worth, Texas 76102

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  • Telephone: 817-339-8822

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