Fort Worth

Lisa L. Rettew
Principal, Vice President, Chief Administrative Officer
Principal, Vice President, Chief Administrative Officer

Elisabeth J. Wilkerson
Vice President, Performance Analyst
Vice President, Performance Analyst

Jenna B. Brickhouse, CFP®
Special Projects Analyst
Special Projects Analyst

Trisha Kroutil
Vice President, Chief Client Administrative Officer
Vice President, Chief Client Administrative Officer
Client Administrative Officers
Lisa Haugland
Carrie Flores
Deanna Howell
Lorinda Almendarez
Becky Ehrhardt
Assistants
Tracey Ezelle, Corporate Secretary
Karen Oldham
Patrice Allen
Tracy Mills
Susan Johnson
Sarah Butler
Cindy Bennett
Michelle Bownds
Michelle McDow
Jill Heagy
Heather Hayes
Special Projects
Angelina Hollinger, Fee Administrator
Katii Moore
Molly Beard
Emery McConnell
Information Systems
Pam Presswood
Vice President, Director
Karol Swanson
Director of Data Solutions
Bob Deitz
Adam Newberry
Austin
Ryan Connell
Operations Director
Operations Director
Client Administrative Officers
Sandra Weaver
Dawn White
Deanna Juptner
San Antonio
Assistants
Lupita Molina
Sam Mendez