Our experts are CERTIFIED FINANCIAL PLANNER™ professionals and are the only professionals trained to integrate knowledge of estate planning, tax, investments, asset protection and charitable giving into advice driven by your values and goals. Using over 180 years combined experience, all members of our CFP® team hold this designation and work collaboratively to guide you to your wealth management objectives.

Christopher Van Slyke, CFP®
Partner, Founder, Financial Planner · Orange County CA

Allison Blake, CM & AA
Chief Operating Officer · San Diego CA

Morgan H. Smith Jr.,
IMBA & CFP®
Partner, Financial Planner · Austin TX

Scott W. O’Brien, CFP®
Partner, Financial Planner · Austin TX

Joshua I. Wilson, CMT®, AIF®
Partner, Chief Investment Officer · Fort Worth

Kermit Johns
Partner, Financial Planner · Austin TX

Rick D. Wilkinson, CFP®
Partner, Financial Planner · Fort Worth

Charles L. Stanley,
CFP®, ChFC®,AIF® & CKA®
Partner, Financial Planner · San Diego CA

Anthony G. Ferreira, CFP®
Partner, Financial Planner · San Diego CA

Matt Addington, CFP®
Partner, Financial Planner · Fort Worth

Brooks Morgan, CFP®
Portfolio Manager, Lead Advisor · Austin TX

Able Billheimer
Operations · Austin TX

Janet Tarasiewicz
Operations · San Diego CA

Ami Murofushi
Operations · San Diego CA

John W. Byrd
Special Advisor & Financial Planning Consultant · Fort Worth TX

Klair Van Slyke
Brand Manager · Austin TX