In order to better serve our clients, we operate as integrated service teams with a backup redundancy for increased efficiency. Therefore, our clients have multiple contacts to resolve any issue.
Who do I contact for:
Questions relating to financial planning issues including, but not limited to, investment allocations and performance, changing circumstances, and new considerations:
Dave Sego - Managing Director and Senior Financial Advisor - Dallas
Alan Goldfarb - Director of Financial Strategies and Senior Financial Advisor - Dallas
Luisa Nemati - Senior Financial Advisor - Dallas
Deborah Snow-Lacey - Financial Advisor - Dallas
Dee Flowers - Associate Financial Advisor - Dallas
Michael Benedict - Senior Financial Advisor - Fort Worth
Rick Petty - Senior Financial Advisor - Fort Worth
Laura Lee - Associate Financial Advisor – Fort Worth
Questions relating to service issues including, but not limited to, change of personal information, account deposits or withdrawals, scheduling appointments:
Sherry Forester - Client Service Assistant - Dallas
Kim Kasper - Client Service Associate - Fort Worth
Questions relating to operational issues including, but not limited to, trade execution, transfer status:
Reggie Sandoval - Manager of Investment Operations – Dallas
Suzanne Meyer - Senior Operations Associate - Dallas
Questions relating to administrative issues including any form of problem resolution:
Dave Sego - Managing Director and Senior Financial Advisor - Dallas
Sam Tannebaum - Director of Strategic Relationships - Dallas