Broker Check

Meet the Totus Team

Find Your Advisor

  • Adam Corwin, CFP®
  • Ahren Schulz
  • Andrew McCay
  • Andrew Allen
  • Ashley Villarreal
  • Ashley Foreman
  • Ashley Gaylor
  • Belle Walker
  • Brett Bargery, CLU
  • Brian Fox
  • Cameron Lail
  • Candace McCoy
  • Carla Landon
  • Catherine Sachko
  • Cathy Richardson
  • Clint Auttonberry
  • Colin Peck
  • Connie Binz
  • Craig Buchholz, CPRC®
  • Crystal Nguyen
  • Dalton Campbell
  • Daniel Carroll
  • Daniel Carroll
  • David Ashley, ChFC, CLU, CASL, LUTCF
  • David A. Hicks, J.D.
  • David Biddle
  • Deric Governale
  • Don Burrows
  • Donna Corbett
  • Dorothy Murdock
  • Douglas Stefanini
  • Edward Grant
  • Evan Metzger
  • Fabian Hernandez
  • Felicia Reyes
  • Frank G. Ramirez, MBA
  • Gerard L. Patin, CFP®
  • Howard Rubin
  • James Starnes, CFP®
  • James Starnes, CFP
  • James Starnes, Jr
  • Jeff Panik
  • Jenny M. Blanchard
  • Jessica Real
  • JJ Fogle
  • John Schaeufele
  • John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
  • John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
  • Jonathan Starnes
  • Jordan Morse
  • Joy Seiver
  • JR Foreman
  • JR Chappell
  • Justin Smith
  • Katherine Rich
  • Kathleen DeShazo
  • Katie Burke
  • Keith Corbett
  • Kelly Wassman
  • Kimberly O’Hara
  • Kristan Patin
  • Larry Roemer
  • Latafath Hussain
  • Lisa Eckerd
  • Lisa Smith
  • Lydia Mobley
  • Lynn Wilson
  • Madison Bray
  • Martavius D. Jones
  • Mary Stender, LUTCF
  • Megan Pawlowski
  • Michael Porter, CFP®, CPA
  • Michael Schutza, TPCP®  
  • Mike Burgess
  • Minna Whitcher
  • Mitchell Hadley
  • Nancy Gallagher
  • Olga Gracia
  • Olivia Kitchens
  • Paul Park
  • Paul Belcher
  • Payton Justice
  • Payton Denney
  • Raymond P. Bardoul, CLU, ChFC, AEP, CLTC
  • Richard Tull
  • Richard L. Farrar, CFP®, CLU®, AEP, ChFC®
  • Richard L. Farrar, CFP®, CLU®, AEP, ChFC®
  • Rick Binz
  • Rick Bernstein
  • Rolando Villarreal
  • Sammy Salek, CFP®, AWMA®, CIMA®
  • Sandra Diaz, COO, CFO
  • Sathesh Janaki, AAMS®, CRPC®
  • Scott Blanchard
  • Scott Trousdale
  • Sharon Agosto
  • Steve S. Tawadrous, APMA™
  • Steven Julian
  • Tim Bonner
  • Todd Mackler, AAMS®
  • Todd Clarke
  • Tom Wilson
  • Travis Fox
  • Travis Vollmering

Meet Our Leadership Team

James Starnes, CFP®

James Starnes, CFP®

President & CEO

832.220.9171

832.663.6055

Sandra Diaz, COO, CFO

Sandra Diaz, COO, CFO

COO/CFO

832.592.0005

832.663.6055

John W. Wheeler, Jr. Certified Financial Planner® CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

Executive Senior Partner

832.482.9684

832.663.6055

Todd Mackler, AAMS®

Todd Mackler, AAMS®

Executive Senior Partner

321.341.0099

832.663.6055

Sammy Salek, CFP®, AWMA®, CIMA®

Sammy Salek, CFP®, AWMA®, CIMA®

Director of Asset Management

713.417.0086

832.663.6055

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Senior Consultant

205.277.8937

832.663.6055

Daniel Carroll

Daniel Carroll

Director of Field Development

832.220.9385

832.663.6055

Michael Porter, CFP®, CPA

Michael Porter, CFP®, CPA

Director of Field Development

832.519.1901

832.663.6055

Paul Park

Paul Park

Director of Field Development

936.581.3042

832.663.6055

Meet Our Administrative Team

Ashley Gaylor

Ashley Gaylor

Client Service Associate

865-924-5123

Belle Walker

Belle Walker

Practice Manager for Rick Farrar

205-277-8938

Catherine Sachko

Catherine Sachko

Executive Assistant for Ahren Schulz

713-305-2028

James Jr Starnes

James Starnes, Jr

Registered Professional

(832) 220-3602

Jessica Real

Jessica Real

Client Services

678-210-3778

Jonathan Starnes

Jonathan Starnes

Technology Specialist

832.220.3602

832.663.6055

Katherine Rich

Katherine Rich

Administrative Assistant for Adam Corwin

704-219-9753

Katie Burke

Katie Burke

Administrative Assistant for Kathy DeShazo

281-543-8475

Kimberly O’Hara

Kimberly O’Hara

Relationship Manager

239.235.7869

832.663.6055

Mitchell Hadley

Mitchell Hadley

Technology Specialist

832.220.3602

832.663.6055

Olga Gracia

Olga Gracia

Bookkeeper

832.592.1147

Sharon Agosto

Sharon Agosto

Operations Manager

239.232.0967

Meet Our Team of Advisors

Adam Corwin, CFP®

Adam Corwin, CFP®

Financial Planner

912-980-7974

Ahren Schulz

Ahren Schulz

Senior Investment Consultant

713-385-8212

Brett Bargery, CLU

Brett Bargery, CLU

Financial Professional

817-733-2104

Brian Fox

Brian Fox

Senior Vice President – Investments, Financial Planner

678-873-6200

Colin Peck

Colin Peck

Financial Advisor

650.575.0734

Crystal Nguyen

Crystal Nguyen

Wealth Management Advisor

832.259.4888

832.663.6055

David Ashley, ChFC, CLU, CASL, LUTCF

David Ashley, ChFC, CLU, CASL, LUTCF

Senior Wealth Manager

281-204-1232

David Biddle

David Biddle

Financial Advisor

806-790-4198

Douglas Stefanini

Douglas Stefanini

Wealth Manager, Holistic Financial Planner

404-748-1903

JJ Fogle

JJ Fogle

Financial Advisor

818.419.6959

JR Chappell

JR Chappell

Director of Retirement Planning/Financial Advisor

310-497-2471

Kathleen DeShazo

Kathleen DeShazo

Senior Investment Professional

281-204-1253

Latafath Hussain

Latafath Hussain

Senior Financial Advisor

281.204.1204

Lydia Mobley

Lydia Mobley

Financial Advisor

361.208.4747

832.663.6055

Megan Pawlowski

Megan Pawlowski

Wealth Management Advisor

630.296.5471

832.663.6055

Michael Schutza

Michael Schutza, TPCP®  

Financial Planner / Tax Planning Certified Professional®

(318)-935-9155

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

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

Senior Vice President – Investments, Financial Planner

678-873-6200

Richard Tull

Richard Tull

Senior Vice President – Investments, Financial Planner

404.610.3126

Sathesh Janaki, AAMS®, CRPC®

Sathesh Janaki, AAMS®, CRPC®

Financial Advisor

210.998.9703

832.663.6055

Steve S. Tawadrous, APMA™

Steve S. Tawadrous, APMA™

Managing Partner | Financial Advisor

817-677-9901

Tim Bonner

Tim Bonner

Senior Financial Advisor

229.977.4903

Travis Fox

Travis Fox

Financial Professional

770-589-1427

Totus Network Partners

Explore All Members Here

Burrows Capital Advisors

Andrew Allen

Andrew Allen

Director of Wealth Management Analytics

832-835-1950

Ashley Villarreal

Ashley Villarreal

Controller

(832) 835-1950

Clint Auttonberry

Clint Auttonberry

Co-founder and Partner, Financial Advisor

(832) 835-1950

Craig Buchholz, CPRC®

Craig Buchholz, CPRC®

Vice President, Financial Advisor

214-227-8840

Don Burrows

Don Burrows

Founding & Managing Partner, Financial Advisor

(832) 835-1950

Fabian Hernandez

Fabian Hernandez

Director of Client Services

214-227-8840

Felicia Reyes

Felicia Reyes

Staff Accountant

832-835-1950

Payton Justice

Payton Justice

Director of Marketing

214-227-8840

Rolando Villarreal

Rolando Villarreal

Director of Operations, Financial Advisor

(832) 835-1950

Travis Vollmering

Travis Vollmering

Vice President | Financial Advisor

832-835-1950

The Anchor Group

Dalton Campbell

Dalton Campbell

Senior Financial Advisor

434-984-1500

John Schaeufele

John Schaeufele

Financial Advisor

804-673-9070

Nancy Gallagher

Nancy Gallagher

Financial Advisor

703-380-5454

Balance Wealth Partners

Jeff Panik

Jeff Panik

Financial Advisor

Madison Bray

Madison Bray

Operations Manager

(770) 420-8210

Infinity Wealth Management Group

Deric Governale

Deric Governale

Financial Advisor

470-655-1130

470-236-4353

Larry Roemer

Larry Roemer

Financial Advisor

727-481-5370

470-264-1220

Paul Belcher

Paul Belcher

Financial Advisor

(470) 655 - 1130

470-243-8841

Steven Julian

Steven Julian

Financial Advisor

470-655-1130

470-243-8839

Cathy Richardson

Cathy Richardson

Administrative Assistant

(470) 655-1117

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

Kodiak Wealth

Andrew McCay

Andrew McCay

Senior Wealth Manager

205.283.1174

Suntree Financial Services

Lynn Wilson

Lynn Wilson

Assistant/Tom Wilson

321-610-9906

Tom Wilson

Tom Wilson

Wealth Management Advisor

321.610.9915

ELEVATE Wealth Management

Justin Smith

Justin Smith

239.896.0309

Firmitas Financial

Frank G. Ramirez, MBA

Frank G. Ramirez, MBA

Financial Advisor

(713) 302-9413

Patin Wealth Partners

Gerard L. Patin, CFP®

Gerard L. Patin, CFP®

Wealth Management Advisor

337-284-8924

337-314-9319

Jordan Morse

Jordan Morse

Sales Assistant

337-284-8922

Kristan Patin

Kristan Patin

Sales Assistant

337-284-8923

Featured Wealth Management

Ashley Foreman

Ashley Foreman

Client Services Associate

469-815-4278

Cameron Lail

Cameron Lail

Private Wealth Manager

(469) 541-0316

JR Foreman

JR Foreman

Founder, Wealth Management Advisor

469-541-0316

469-541-0347

Lisa Eckerd

Lisa Eckerd

Branch Operations Manager

469-541-0316

Ensign Financial Partners

Howard Rubin

Howard Rubin

Financial Advisor

213-434-1982

Minna Whitcher

Minna Whitcher

Assistant/Howard Rubin

714-600-3932

Todd Clarke

Todd Clarke

Managing Partner/Financial Advisor

(480) 440-5965

Still Waters Financial Group

Carla Landon

Carla Landon

Client Relations Coordinator

501-847-5449

Connie Binz

Connie Binz

Senior Investment Executive

Evan Metzger

Evan Metzger

Client Relations Coordinator

501-847-5449

Lisa Smith

Lisa Smith

Client Relations Coordinator

501-847-5449

Mike Burgess

Mike Burgess

Senior Investment Executive

Olivia Kitchens

Olivia Kitchens

Client Relations Coordinator

501-847-5449

Rick Binz

Rick Binz

Branch Operations Manager

501-847-5449

Jones Wealth Management Group

Martavius D. Jones

Martavius D. Jones

President | Financial Advisor

901-312-9166

Blanchard Financial Services

Jenny M. Blanchard

Branch Operations Manager

704-944-4292

Scott Blanchard

Scott Blanchard

Financial Advisor

Providence Wealth Strategies

Candace McCoy

Candace McCoy

Administrative Associate

318-861-1148

Payton Denney

Payton Denney

Financial Advisor

318-861-1148

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

Harbor Investment Management

Rick Bernstein

Rick Bernstein

Financial Advisor

(954) 789-9736

954-337-9278

David Hicks

David A. Hicks, J.D.

David A. Hicks, J.D.

Advisor

410-539-3540

410-539-3549

Kelly Wassman

Assistant

(410) 539-3540

Cornerstone Wealth

Steve S. Tawadrous, APMA™

Steve S. Tawadrous, APMA™

Managing Partner | Financial Advisor

817-677-9901

Selah Ridge Wealth

Dorothy Murdock

Dorothy Murdock

Financial Advisor, Financial Planner

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