Recruiting Managers

Austin Office

  • J.R. Crowell, CFP®


    Regional Sr. Vice President

    9606 N. MoPac Expressway
    Austin, Texas 78759
    512-794-2348

    LinkedIn
  • Kevin Douglas


    Regional Vice President

    9606 N. MoPac Expressway
    Austin, Texas 78759
    512-794-2305

    LinkedIn
  • Joe M. Morris


    Regional Vice President

    9606 N. MoPac Expressway
    Austin, Texas 78759
    512-794-2348

    LinkedIn
  • Travis Penfield


    Regional Vice President

    9606 N. MoPac Expressway
    Austin, Texas 78759
    512-794-2344

    LinkedIn

Brownsville Office

  • Michael J. Limas


    Regional Vice President

    1728 Boca Chica Boulevard
    Brownsville, Texas 78520
    956-574-6150

    LinkedIn

Dallas Office

  • Dan Balderston


    Regional Vice President

    12377 Merit Drive, Suite 1500
    Dallas, Texas 75251
    972-455-9013

    LinkedIn
  • Daniel Davidson


    Regional Vice President

    12377 Merit Drive, Suite 1500
    Dallas, Texas 75251
    972-455-9047

    LinkedIn
  • David A. Means, Jr.


    Regional Vice President

    12377 Merit Drive, Suite 1500
    Dallas, Texas 75251
    972-455-9054

    LinkedIn
  • Brandy Mickens


    Regional Vice President

    12377 Merit Drive, Suite 1500
    Dallas, Texas 75251
    972-455-9054

    LinkedIn
  • Amine Rizk, CFP®


    Regional Vice President

    12377 Merit Drive, Suite 1500
    Dallas, Texas 75251
    972-455-9069

    LinkedIn

Fort Worth Office

  • Sarah Hillary Ogle


    Regional Vice President

    801 Cherry Street, Suite 2300
    Fort Worth, Texas 76102
    817-347-4010

    LinkedIn
  • Rodney Tracer, MBA


    Regional Vice President

    801 Cherry Street, Suite 2300
    Fort Worth, Texas 76102
    817-347-4005

    LinkedIn

Houston Office

  • Brian A. Cass


    Regional Vice President

    3200 Southwest Freeway, Suite 1800
    Houston, Texas 77027
    713-402-6489

    LinkedIn
  • Jared Gaddis


    Regional Vice President

    3200 Southwest Freeway, Suite 1800
    Houston, Texas 77027
    713-402-6478

    LinkedIn
  • Eric L. Miller


    Regional Vice President

    3200 Southwest Freeway, Suite 1800
    Houston, Texas 77027
    713-402-6489

    LinkedIn
  • Aldo Ochoa, Jr.


    Regional Vice President

    3200 Southwest Freeway, Suite 1800
    Houston, Texas 77027
    713-402-6474

    LinkedIn
  • Ryan C. Wells, CFP®, ChFC®, CLU®


    Regional Vice President

    3200 Southwest Freeway, Suite 1800
    Houston, Texas 77027
    713-402-6499

    LinkedIn
  • Travis Wise


    Financial Professional

    3200 Southwest Freeway, Suite 1800
    Houston, Texas 77027
    713-402-6469

Katy Office

  • Jeff Poole


    Regional Vice President

    19901 Kingsland Boulevard, Suite E
    Houston, Texas 77094
    281-717-2171

    LinkedIn

Clear Lake

  • Jim Watkins


    Regional Vice President

    1002 Gemini Street, Suite 122
    Clear Lake, Texas 77058
    713-943-1969

    LinkedIn

San Antonio

  • Matthew Foxhall


    Regional Sr. Vice President, CFP®

    8000 IH 10 West, Suite 750
    San Antonio, Texas 78230
    210-348-1379

    LinkedIn
  • Kevin Gray


    Regional Vice President

    8000 IH 10 West, Suite 750
    San Antonio, Texas 78230
    210-348-1375

    LinkedIn
  • Miguel Velasco


    Financial Professional

    8000 IH 10 West, Suite 750
    San Antonio, Texas 78230
    210-348-1396

The Woodlands

  • Greg Wells


    Regional Vice President

    1330 Lake Robbins Drive, Suite 210
    The Woodlands, Texas 77380
    832-616-5222

    LinkedIn
  • Jonathan Powell


    Regional Vice President

    1330 Lake Robbins Drive, Suite 210
    The Woodlands, Texas 77380
    832-616-5082

    LinkedIn
  • Adam C. Zaske


    Regional Vice President

    1330 Lake Robbins Drive, Suite 210
    The Woodlands, Texas 77380
    832-616-5083

    LinkedIn