Team Directory
VICTORIA STAUDINGER
CLU®, CHFC®, CFP®, RICP®
CERTIFIED FINANCIAL PLANNER®
CALLIE CATHERWOOD
DIRECTOR OF OPERATIONS
NELI RUIZ
REGISTERED SERVICE ASSISTANT
Dallas Roots. Nationwide Reach.
Headquartered in Dallas, Texas, but serving clients nationwide.
If you don’t see your state, don’t hesitate to reach out.
