Carsten Frederiksen

Carsten Frederiksen, CFP®

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

214-775-6401
Email |
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.

advisor

Echelon Wealth Strategist


advisor

Echelon Wealth Strategist


advisor

Trust Consultant


advisor

Wealth Management Banker


advisor

High-Net-Worth Lending Consultant


advisor

Corporate and Executive Services


advisor

Corporate & Executive Services