Broker Check

Meet Our Team of Advisors

Crystal Nguyen

Crystal Nguyen

Wealth Management Advisor

832.259.4888

832.663.6055

Doug Tinsley

Doug Tinsley

Financial Advisor

713.294.4799

832.663.6055

Damon Paull

Damon Paull

Wealth Management Advisor

832.220.3602

832.663.6055

Megan McGlone

Megan McGlone

Financial Professional

630.347.3145

832.663.6055

Doug Stefanini

Doug Stefanini

Senior Financial Advisor

470-885-7350

404-601-7331

Raymond P. Bardoul, CLU, ChFC, AEP, CLTC

Raymond P. Bardoul, CLU, ChFC, AEP, CLTC

Senior Vice President – Investments, Financial Planner

678-873-6200

Brian Fox

Brian Fox

Senior Vice President – Investments, Financial Planner

678-873-6200

Richard Tull

Richard Tull

Senior Vice President – Investments, Financial Planner

404.610.3126

Meet the Advanced Planning Group Team

The advanced planning group offers a comprehensive support system of financial planners who are accessible and responsive in their approach. Through supporting our business, we gain their knowledge to help formulate an up-to-date strategy to help address your financial needs.

Meet the Team

Totus Network Partners

At Home Financial

Donna Corbett

Donna Corbett

At Home Financial LLC - Office Manager

785.671.4663

Keith Corbett

Keith Corbett

At Home Financial LLC - Financial Advisor

785.671.4663

Stender Financial

Joy Seiver

Joy Seiver

Stender Financial - Registered Representative

281.204.1244

Mary Stender, LUTCF

Mary Stender, LUTCF

Stender Financial - Registered Representative

281.204.1252

Yarbrough Capital Advisors

Suntree Financial Services

Patin Wealth Partners

Clarity Financial Wealth Management

Burrows Capital Advisors

Featured Wealth Management

JR Foreman

JR Foreman

Founder, Wealth Management Advisor

469-541-0316

469-541-0347

Ensign Financial Partners

The Anchor Group

 Ryan Leggett

Ryan Leggett

Chief Executive Officer, Senior Wealth Manager

(804) 673-9070