People


Joel Adam, CFA

Investment Manager

Joel graduated from Baylor University with a BBA and MBA and is a Chartered Financial Analyst.

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Charles G. Burns

Investment Manager

Charles graduated from Texas A&M University with a BBA in Accounting.

Scott Granowski, CFA

Investment Manager

Scott graduated from the University of North Carolina at Chapel Hill with honors and is a Chartered Financial Analyst.

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Derek Richards

Trader - Operations

Derek graduated Summa Cum Laude from the University of Texas at Arlington with a BBA in Finance.

Robert Stovall, CPA

Operations

Robert graduated from the University of Texas with a BBA in Accounting and is a Certified Public Accountant.

Joyce Bell

Client Services

Brings 25+ years experience in office administration, customer service and accounting.

Margie Shelton

Client Services

Brings many years experience in office administration and customer service.