George D. McDaniel, CFP CEO, CCO, Founder

George D. McDaniel, CFP
CEO, CCO, Founder

Robert G. McDaniel President, COO, Owner

Robert G. McDaniel
President, COO, Owner

Michael Verity, CFA V.P., CIO, Owner

Michael Verity, CFA
V.P., CIO, Owner

Dr. Danae McDaniel Business Development, Marketing

Dr. Danae McDaniel
Business Development, Marketing

Will Hernandez, CFA, CFP Senior Analyst, Trader

Will Hernandez, CFA, CFP
Senior Analyst, Trader

Dustin Burns, CPA, CFP Tax Specialist

Dustin Burns, CPA, CFP
Tax Specialist

Jayce Lowe Wealth Manager

Jayce Lowe
Wealth Manager

Tevin Trujillo Digital Marketing Associate

Tevin Trujillo
Digital Marketing Associate

Marilyn Lawrence Tax Assistant

Marilyn Lawrence
Tax Assistant

Stacy Saephanh Office Admin., Notary Public

Stacy Saephanh
Office Admin., Notary Public

Muey Herman Director of Operations

Muey Herman
Director of Operations