Broker Check

Our Team

 Bryan/College Station Office

Foster  Ullmann

Foster Ullmann CWS®

Financial Advisor, President

Warren  Reichel CFP®

Warren Reichel CFP®

Financial Advisor, Vice President

Ryan Ullmann CFP®

Ryan Ullmann CFP®

Financial Advisor, Vice President

Nan  Reichel

Nan Reichel

Financial Advisor

Demond Oliver

Demond Oliver

Financial Advisor

Tanya Staude

Tanya Staude

Client Services Manager

Sharon McGregor

Sharon McGregor

Administrative Associate

Patrick Severance CFP®

Patrick Severance CFP®

Financial Associate

Austin Ullrich

Austin Ullrich

Client Services Associate

Liberty Office

Bryan Reynolds

Financial Advisor

Bryan grew up in Liberty County and has lived here all his life. He attended Texas A&M University and earned his B.S. in Agriculture Economics in 1992. He spent 26 years working with First Liberty National Bank as an Investment...

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Mychal English MBA

Administration & Sales Assistant

Mychal has called Liberty County home for 32 years. He is a graduate of the University of St. Thomas, Houston where he earned a bachelor’s degree in liberal arts in 2009 and a Master of Business Administration in Finance...

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Huntsville Office

Trey Wharton

Financial Advisor

Trey Wharton was raised locally in Huntsville and attended Texas Christian University graduating with a degree in Business Administration Finance...

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