Courtney Duphorne

Courtney Duphorne

Senior Managing Director - Complex Director

214-414-9184

Arianna Theofel

Complex Administrative Assistant

214-775-6476

Tracy Holt

Vice President - Complex Assistant Manager

214-775-6432

Anupa Philip

Vice President - Complex Assistant Manager

214-775-6418
Email |

Kyle Sheckells

Complex Operations Manager

214-775-6442

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Jordan Williams

Wealth Management Consultant


Robert Stern

Echelon Wealth Strategist


Griffin Geisler

Wealth Strategist


Tim Yarbrough

Retirement Plan Consultant


Michelle Gilly

Insurance and Annuity Consultant