George D. McDaniel, CFPCEO, CCO, Founder
Robert G. McDanielPresident, COO, Owner
Michael Verity, CFAV.P., CIO, Owner
Dr. Danae McDanielBusiness Development, Marketing
Will Hernandez, CFA, CFPSenior Analyst, Trader
Dustin Burns, CPA, CFPTax Specialist
Jayce LoweWealth Manager
Loni WhiteMarketing Associate
Tevin TrujilloDigital Marketing Associate
Jennie AndradeOffice Manager, Notary Public
Marilyn LawrenceTax Assistant
Muey HermanOffice Admin., Notary Public
Stacy SaephanhOffice Admin., Notary Public
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