ADVISOR
CANDIDATES
What is a Trusted Advisor?
What is a Trusted Advisor?
How do you make smart choices about your money?
How do you make smart choices about your money?
How do you have a great life?
How do you have a great life?

Our Advisors

Alex Wittenburg
Little Rock, AR

501-812-6559

RoleBioBeliefs 		 
Barry D. Todd
Yuma, AZ

928-344-8000

RoleBioBeliefs		  
Bill Casillas
El Paso,TX

915-838-8668

RoleBioBeliefs 		 
Buster Godbee, CFP®
Hot Springs Village, AR

501-922-4644

RoleBioBeliefs 		 
Byron Preuss Byron Preuss
Spring, TX

281-444-2220

RoleBioBeliefsWebsite		  
Chad Godbee
Rogers, AR

479-271-7557

RoleBioBeliefs		  
Charles Collins
Frisco, TX

214-618-4410

RoleBioBeliefs		  
Chuck Morgan Chuck Morgan
Lecanto, Florida

352-527-1527

RoleBioBeliefs		  
David Templeton
Maumelle, AR

501-803-0271

RoleBioBeliefs		  
Denny Thompson
Jacksonville, FL

904-887-1510

RoleBioBeliefs		  
Dilip Shah, CFP®
Lewisville, TX

214-774-2817

RoleBioBeliefs		  
Trusted Advisor Dominique G. H. Vercaemert, RFC
Charlotte, NC

704-357-0088

RoleBioBeliefs		  
Doug Blankenship Doug Blankenship, CFP®
Dallas, TX

972-267-8181 x170

RoleBioBeliefs 		 
Edna Haden
Monroe, LA

318-329-2997

RoleBioBeliefs		  
Fred Chasalow Fred Chasalow
Millbrae, CA

650-508-1572

RoleBioBeliefs		  
  Jason Henry
Wimberley, TX

512-447-3980

RoleBioBeliefs		  
Jay Jones
Roswell, GA

770-640-4031

RoleBioBeliefs		  
Jim Edwards Jim Edwards
Dallas, TX

972-267-8181 x171

RoleBioBeliefs		  
John Kelly
Monroe, LA

318-329-2997

RoleBioBeliefs		  
Ken Davey
San Diego, CA

619-543-1050

RoleBioBeliefs		  
Kim Coulter
Phoenix, AZ

602-354-3841

RoleBioBeliefs		  
Mike Breedlove
Tyler, TX

903-581-4036

RoleBioBeliefs		  
Mike Henry
Austin, TX

512-447-3980

RoleBioBeliefs		  
Mike Logsdon
Dallas, TX

972-267-8181

RoleBioBeliefs 		 
Russell Childs, CFP®
Spring, TX

281-444-2220

RoleBioBeliefsWebsite		  
Steve Swords
Lindale, TX

903-526-6669


RoleBioBeliefs 		 
Vance Howard
Roswell, GA

936-291-3121

RoleBioBeliefs		  
       

 

 
"In the grand scheme of things, money’s not that important. It’s significant only to the extent
that it allows you to enjoy what is important to you.” --Bill Bachrach, Values Based Financial Planning
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