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Meet Our Team

Focused On Turning Complexity Into Confidence

Our financial advice team is made up of dedicated advisors who work together to bring clarity, confidence, and care to every financial decision. Every advisor on our team is both a Certified Financial Planner™ and a Behavioral Financial Advisor™, bringing together technical expertise and human insight to deliver values-based advice. Blending diverse experience with a shared commitment to purpose and stewardship, we collaborate to guide clients through every season of life and help create better, more thoughtful financial outcomes.

Our Advisors

Shannon Harris

Shannon Harris, CFP®, BFA™, CRPC™, CDFA®

Private Wealth Advisor | Managing Partner

972.635.0101

Sarah Walsh

Sarah Walsh, CFP®, BFA™, APMA®, CDFA®, EA

Private Wealth Advisor | Chief Operating Officer

972.635.0102

Justin Snowden

Justin Snowden, CFP®, BFA™, APMA®, CMFA®

Private Wealth Advisor | CFP® Professional

972.635.0117

Amy Bonzon

Amy Bonzon, CFP®, BFA™, APMA®

Associate Financial Advisor

832.791.5042

Our Team

Amanda Pryor

Amanda Pryor, BFA™

Paraplanner

972.635.0103

Christie Huckaby

Christie Huckaby

Client Service Manager

469.697.0105

Lori Thompson

Lori Thompson

Client Service Coordinator

469.697.0111

Michelle Collis

Michelle Collis

Event Planner | Marketing Consultant

972.697.0116

Isabel Crow

Isabel Crow, FPQP®

Financial Planning Associate

972.697.0104

Amy Cheek

Amy Cheek

Practice Manager

469.697.0118

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