Tom Riley, CFP®

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

903-753-5343
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Tracy Webb

Senior Registered Client Associate

903-753-5343

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.

Tom Nagle

Trust Consultant


Scott Rogneby

Divisional Retirement Consultant


Robert Stern

Wealth Planning Consultant


Courtney Duphorne

Wealth Management Consultant


Let's start the conversation

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