Dallas Office

Find a financial professional in the Dallas Office who can assist with your financial goals. Our experienced advisors and teams pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

Our Team

Jim Moore
Vice President, Investments
Jodi Lutz
Senior Vice President, Investments
John M. Wilkinson
Vice President, Investments
Jon Underkofler
Senior Vice President, Market Manager
Raju Alluri
Vice President, Investments
Rebecca Hern
Senior Vice President, Investments and FC in Charge
Robin Holcomb
Vice President, Investments
William Floyd
Financial Consultant