Yarbrough Capital Advisors
Monroe Location
2485 Tower Drive, Unit 8
Monroe, LA 71201
Lake Charles Location
619 Ryan St
Lake Charles, LA 70601
Phone: (337) 214-0022
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Yarbrough
Adam Corwin, CFP®
Financial Planner
Adam Corwin is a financial advisor and Certified Financial Planner™ at Totus Wealth Management. His combination of experience, professionalism, and access to a wide variety of solutions and services can help clients ease their...
Ashley Villarreal
Controller
Ashley Villarreal is the newest addition to the team, joining them as Controller. Ashley joins the team with 16 years of banking and financial services experience working for Wells Fargo Bank and University Federal Credit Union. A 2003...
Ashley Foreman
Client Services Associate
Brett Bargery, CLU
Financial Professional
Cameron Lail
Private Wealth Manager
Cameron.lail@featuredwealth.com
Cameron Lail grew up in the small farming community of Frankenmuth, Michigan, where he was actively involved in the community and achieved the rank of Eagle Scout — an accomplishment he remains proud of today. He graduated from Indiana...
Clint Auttonberry
Co-founder and Partner, Financial Advisor
Auttonberry provides a wide range of services to clients, including asset allocation and investment analysis, portfolio management, financial planning, and execution of fixed income trades for institutional clients. Prior to joining...
Colin Peck
Financial Advisor
As my clients' trusted advisor, I'm focused on developing custom financial strategies to help them build, manage, protect and transition their wealth. I strive to help every client achieve financial security and optimism about their...
Connie Binz
Senior Investment Executive
cbinz@stillwatersfinancialgroup.com
Dalton Campbell
Senior Financial Advisor
dcampbell@anchor-financial.com
Daniel Carroll
Director of Field Development
832.663.6055
Daniel Carroll grew up in Bay City, TX before moving to Austin to attend the McCombs Business School at The University of Texas. After graduating with a BBA Finance in 1998, Daniel moved to the Houston area. He began his career in...
Deric Governale
Financial Advisor
470-236-4353
Don Burrows
Founding & Managing Partner, Financial Advisor
Burrows was the top advisor and a key leader at Hilltop, serving as a member of the firm’s leadership and advisory councils. Prior to Hilltop, Burrows was a managing director at Wachovia Securities/Wells Fargo in Houston. From...
Dorothy Murdock
Financial Advisor, Financial Planner
Dorothy Murdock | Founder, Selah Ridge Wealth | Clarity, Confidence & Purpose Dorothy Murdock is the founder of Selah Ridge Wealth, a boutique financial advisory firm dedicated to helping business owners, executives, and ambitious...
Douglas Stefanini
Wealth Manager, Holistic Financial Planner
Doug brings over 30 years of experience in managing money. He explains that his mission is to support you in making informed financial decisions...
Frank G. Ramirez, MBA
Financial Advisor
Frank Ramirez joined Firmitas Financial Group, LLC, a Totus Wealth Management Network Partner, in April of 2022, where he currently serves as a Financial Advisor to individuals, families, and businesses. Frank leverages his experience,...
Gerard L. Patin, CFP®
Wealth Management Advisor
337-314-9319
Gerard is the Chief Executive Officer (CEO) and founder of Patin Wealth Partners, LLC, a financial services firm that offers a variety of financial products to individuals and corporations. Gerard is a Certified Financial Planner...
James Starnes, CFP®
President & CEO
832.663.6055
James Starnes founded Totus Wealth Management in April 2021 upon resigning as General Agent of MassMutual Texas Gulf Coast, where he led the firm since 2016. James brings more than a decade of financial planning experience, focused on...
Jeff Panik
Financial Advisor
John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
Executive Senior Partner
832.663.6055
As Agency Executive Senior Partner of Totus Wealth Management, LLC., John is a registered principal and financial advisor with Cetera Advisors LLC. With an extensive background in the financial services industry dating back to 1969,...
Jonathan Starnes
Technology Specialist
832.663.6055
701 N. Post Oak Rd., Suite 320 | Houston, TX 77024
JR Foreman
Founder, Wealth Management Advisor
469-541-0347
Originally from Casper, WY, JR Foreman enjoyed all the great things the Rocky Mountains had to offer. During his pursuit of his bachelor's degree in business at Dickinson State University in ND, JR served as captain on the university's...
Kathleen DeShazo
Senior Investment Professional
Houston, TX Kathy DeShazo currently holds Series 6 & 63 securities licenses. She also holds Life, Accident, and Health Insurance licenses. She is Licensed to sell Insurance & Annuities in Texas, Colorado, Louisiana & Arkansas- AR.
Larry Roemer
Financial Advisor
470-264-1220
Martavius D. Jones
President | Financial Advisor
Michael Porter, CFP®, CPA
Director of Field Development
832.663.6055
Michael D. Porter is a CPA and Certified Financial Planner™. Michael has over 35 years of experience as a CPA and 15 years as a Certified Financial Planner™. He began his career with the CPA firm KPMG and worked for a major...
Michael Schutza, TPCP®
Financial Planner / Tax Planning Certified Professional®
Benton, LA
Mike Burgess
Senior Investment Executive
mburgess@stillwatersfinancialgroup.com
Mike’s goal is to provide families and business owners with assistance in building their financial freedom. He has been serving clients for thirty plus years. Mike and Connie have been serving clients together for over 25 years. He...
Mitchell Hadley
Technology Specialist
832.663.6055
Olga Gracia
Bookkeeper
Olga is our Bookkeeper at Totus Wealth Management. Before joining our team in April 2021, she spent seven years as a New Business Coordinator with Metlife/MassMutual.She graduated from Pasadena High School, and holds a Cosmetology...
Paul Park
Director of Field Development
832.663.6055
Paul Belcher
Financial Advisor
470-243-8841
Raymond P. Bardoul, CLU, ChFC, AEP, CLTC
Senior Vice President – Investments, Financial Planner
Richard L. Farrar, CFP®, CLU®, AEP, ChFC®
Senior Consultant, Certified Financial Planner
Richard L. Farrar, CFP®, CLU®, AEP, ChFC®
Senior Consultant
832.663.6055
Rick Bernstein
Financial Advisor
954-337-9278
rbernstein@harborinvestmentmgmt.com
Rolando Villarreal
Director of Operations, Financial Advisor
League City, TX Rolando Villarreal is Director of Operations and a Financial Advisor at Burrows Capital Advisors, LLC. He works to ensure client accounts, record retention and regulatory related files are uploaded and maintained with...
Sandra Diaz, COO, CFO
COO/CFO
832.663.6055
Sandra is the CCO & CFO of Totus Wealth Management. Prior to joining Totus in April, 2021, she was with MetLife/MassMutual for fifteen years. In her role, Sandra is responsible for the management, compliance, and budget of a Firm that...
Scott Trousdale
Registered Professional | Branch Operations Manager for Richard L. Farrar
205.449.1883
Sharon Agosto
Operations Manager
Sharon is our Client Service Associate at Totus Wealth Management. Before joining the Totus team in July 2022, she spent 25 years as a New Business Coordinator and Office Manager in the financial industry.Sharon lives in Florida, with...
Steve S. Tawadrous, APMA™
Managing Partner | Financial Advisor
steve.tawadrous@cornerstonewg.com
Dallas, TX Cornerstone Wealth Group175 S Ridge Rd. Ste 400 McKinney, TX 75071Direct: 817.677.9901 | Main: 469.541.0316Email: steve.tawadrous@cornerstonewg.comhttps://www.cornerstonewg.com
Steven Julian
Financial Advisor
470-243-8839
Todd Mackler, AAMS®
Executive Senior Partner
832.663.6055
Travis Vollmering
Vice President | Financial Advisor