Meet the Team

Gain a team of experienced financial advisors and professionals who help people achieve their retirement goals through personalized financial planning and investment services

Kris Maksimovich

Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®

President - Lewisville HeadquartersReach Kris Maksimovich

Tom Kennedy

Tom Kennedy, CFP®

Managing Partner - Houston Office Host of Your Money Momentum PodcastReach Tom Kennedy

Chris Powers

Chris Powers, CFP®, AIF®, AEP®

Managing Partner - San Antonio OfficeReach Chris Powers

Tiffany Chen

Tiffany Chen

Chief Operations Officer - Lewisville HeadquartersReach Tiffany Chen

Global Wealth Advisors Director of Public Relations and Communications Pamela Engstrom

Pamela Engstrom, MA

Chief Marketing Officer - Lewisville HeadquartersReach Pamela Engstrom

Keith Sprauer

Keith Sprauer, MBA, MS

Chief Investment Officer – Lewisville HeadquartersReach Keith Sprauer

Patrick Grothues headshot

Patrick Grothues, MS

Controller - San Antonio OfficeReach Patrick Grothues

Brent Farrimond

Brent Farrimond

Compliance Officer, Office of Supervisory Jurisdiction (OSJ) - San Antonio OfficeReach Brent Farrimond

Gerard Longo

Gerard Longo, AIFA®, CPFA®

Director of Retirement Plans - Pittsburgh OfficeReach Gerard Longo

Ben Murphy

Ben Murphy, CPA, PFS™, CPFA®

Wealth Manager - Midland OfficeReach Ben Murphy

Kevin M. Curley, II

Kevin M. Curley II, CFP®

Wealth Advisor - Dallas Office Cohost of Your Money Momentum PodcastReach Kevin M. Curley, II

Patrick Beale

Patrick Beale

Wealth Advisor - Angleton OfficeReach Patrick Beale

Aïssatou Sidimé-Blanton

Aïssatou Sidimé-Blanton, CFP®, CLU®

Retirement Plan Advisor - San Antonio OfficeReach Aïssatou Sidimé-Blanton

Scott Portlock

Scott Portlock, CFP®, CLU®

Wealth Advisor - San Antonio OfficeReach Scott Portlock

Kamryn Markus

Kamryn Markus

Associate Wealth Advisor - Lewisville HeadquartersReach Kamryn Markus

Sierra Elrod

Sierra Elrod

Paraplanner - Houston OfficeReach Sierra Elrod

Don Hanley

Don Hanley

Financial Analyst - Houston OfficeReach Don Hanley

Nick Rodriguez

Nick Rodriguez, CFP®

Wealth Management Assistant - San Antonio OfficeReach Nick Rodriguez

Rolando Rodriguez

Rolando Rodriguez

Wealth Management Assistant - San Antonio OfficeReach Rolando Rodriguez

Paedyn Fazon

Paedyn Fazon

Client Relationship Manager - San Antonio OfficeReach Paedyn Fazon

Brenda Caballero

Brenda Caballero

Client Relationship Specialist - San Antonio OfficeReach Brenda Caballero

Jon Silva

Jon Silva

Client Service Associate - Dallas OfficeReach Jon Silva

Ricardo Morales

Ricardo Diaz Ceballos Morales

Client Service Associate - Houston OfficeReach Ricardo Morales

Thea Galenes

Thea Galenes, MFA

Marketing Coordinator - San Antonio OfficeReach Thea Galenes

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