Associates

Stephen Blum

President
CFP®, AEP, CLU, ChFC
Phone: 214-727-6000
Fax: 866-913-8315
Mobile Phone: 214-394-7827

Mitchell L. Kuhn

Director of Advanced Planning and Due Diligence
Phone: 214-727-6000
Fax: 866-913-8315

Brant Brubaker

Chief Investment Officer
CMT, CAIA
Phone: 214-727-6000
Fax: 866-913-8315

Kimberly Porter

Vice President of Operations
Phone: 214-727-6000
Fax: 866-913-8315

Jenifer Smith Blum

JD, CCO
Phone: 214-727-6000
Fax: 866-913-8315

Jenn Pinabel

Client Services Associate
Phone: 214-727-6000
Fax: 866-913-8315

Manager, Bookkeeping Services

Operations Associate