Our Team
Foster Ullmann CWS®
Financial Advisor, President
Warren Reichel CFP®
Financial Advisor, Vice President
Ryan Ullmann CFP®
Financial Advisor, Vice President
Nan Reichel
Financial Advisor
Demond Oliver
Financial Advisor
Tanya Staude
Client Services Manager
Sharon McGregor
Administrative Associate
Patrick Severance CFP®
Financial Advisor
Austin Ullrich
Client Services Associate
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...
Kyle Reynolds
Client Services Associate
Kaitlin Shoemaker
Client Services Associate
Kaitlin Shoemaker, a native of Dayton, graduated high school in 2014 in pursuit of a career in the banking industry. Her expansive skillset afforded her opportunities as a teller, loan administrator, call center representative...
Trey Wharton
Financial Advisor
Trey Wharton was raised locally in Huntsville and attended Texas Christian University graduating with a degree in Business Administration Finance...