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
Tevin TrujilloDigital Marketing Associate
Marilyn LawrenceTax Assistant
Stacy SaephanhOffice Admin., Notary Public
Muey HermanDirector of Operations
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