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

President, Office of Supervisory Jurisdiction (OSJ) - Lewisville HeadquartersReach Kris Maksimovich

Tom Kennedy, CFP®

Managing Partner - Houston OfficeReach Tom Kennedy

Chris Powers, CFP®, AIF®, AEP®

Managing Partner - San Antonio OfficeReach Chris Powers

Tiffany Chen

Client Relationship Manager - Lewisville HeadquartersReach Tiffany Chen

Ben Murphy, CPA, PFS™, CPFA®

Wealth Manager - Midland OfficeReach Ben Murphy

Global Wealth Advisors Director of Public Relations and Communications Pamela Engstrom

Pamela Engstrom, MA

Director of Communications - Lewisville HeadquartersReach Pamela Engstrom

Keith Sprauer, MBA, MS

Chief Investment Officer – Lewisville HeadquartersReach Keith Sprauer

Kevin M. Curley II, CFP®

Wealth Advisor - Dallas OfficeReach Kevin M. Curley, II

Gerard Longo, AIFA®, CPFA®

Wealth Advisor - Pittsburgh OfficeReach Gerard Longo

Patrick Beale

Wealth Advisor - Angleton OfficeReach Patrick Beale

Kamryn Markus

Wealth Management Associate - Lewisville HeadquartersReach Kamryn Markus

Paedyn Fazon

Operations Manager - San Antonio OfficeReach Paedyn Fazon

Sierra Elrod

Paraplanner - Houston OfficeReach Sierra Elrod

Regina Bell

Proactive Planning Coordinator - San Antonio OfficeReach Regina Bell

Jon Silva

Client Service Associate - Dallas OfficeReach Jon Silva

Dani Batenhorst, MBA

Client Service Associate - Lewisville Main OfficeReach Dani Batenhorst

Meet Our Team