Carsten Frederiksen

Carsten Frederiksen, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

214-775-6401
Paul Hendershot

Paul Hendershot, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

214-775-6430
Email |
Randi Walker

Randi Walker, CFP®

Senior Financial Associate

214-775-6444
Email |

Lindsey Vickers

Registered Client Associate

214-775-6458

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.

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Echelon Wealth Strategist


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Echelon Wealth Strategist


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Trust Consultant


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Wealth Management Banker


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High-Net-Worth Lending Consultant


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Corporate and Executive Services


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Corporate & Executive Services