Broker Check

Boerne, Texas

Description of unique location:

Boerne, Texas

Boerne, Texas

12 Truss Drive Suite 104

Boerne, TX 78006

Phone: 928.344.8000

Mon-Thu: 8:30 AM - 5:00 PM

Fri: 8:30 AM - 4:30 PM

Serving the Boerne Branch

Abe  Felix

Abe Felix

Client Services Representative

Alyssa Filippi

Alyssa Filippi

Client Services Representative

Amanda Swann

Amanda Swann

Client Services Representative

Amy Lee-Simpson

Amy Lee-Simpson

Lead Client Services Representative

Brandon Jackson

Brandon Jackson

Client Services Representative

Dawn Hagman

Dawn Hagman

Compliance Internal Auditor

Doyel Price

Doyel Price, Jr.

Vice President of Adviser Acquisitions, Financial Adviser

Fred Brown

Fred Brown

Client Services Representative

Juli Winn

Juli Winn

Lead Processing Specialist

Kym Davis

Kym Davis

President, Chief Compliance Officer, CFO

Tyler Laurel

Tyler Laurel

Director of Operations

Yanelle Martinez

Yanelle Martinez

Processing Specialist

Have a Question?

Thank you!
Oops!