Joel Adam, CFA®
Investment Manager

Joel was graduated from Baylor University with a BBA and MBA.

Scott Granowski, CFA®, CFP®
Investment Manager

Scott was graduated from the University of North Carolina at Chapel Hill with a BA.

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Charles Burns
Investment Manager

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

Andrew Spross
Investment Manager

Andrew was graduated from Baylor University with a BBA in Finance.

Sara Johnson
Senior Client Services Associate

Operations-Trading

Brings 17+ years of experience in office reception, administration, and customer service.

Kari Siler
Client Services Associate

Operations

Brings 20+ years of operations and administrative experience to the team.