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Houston , Texas

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Trellis Company

Round Rock, Texas

City of Marshall, TX

Marshall, Texas

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City of Garland

Garland, Texas

Harris County Emergency Services District No. 48

Katy, Texas

Lowrey, Powell, Stevens & Mangum P.C.

San Antonio, Texas

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Baylor University

Waco, Texas

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Sam Houston State University

Huntsville, Texas

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Baylor University

Waco, Texas

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University of Houston

Houston, Texas

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University of Houston

Houston, Texas

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Sam Houston State University

Huntsville, Texas

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Tarrant County College

District, Texas

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The University of Texas at Dallas

Richardson, Texas

Southwest Christian School

Fort Worth, Texas

Cardinal Health

Dallas, Texas

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City of Marshall, TX

Marshall, Texas

Harris County Emergency Services District No. 48, TX

Harris Co., Texas

City of DeSoto

DeSoto, Texas

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Asset Living

Houston, Texas

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HOUSTON CHRISTIAN HIGH SCHOOL

HOUSTON, Texas

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HOUSTON CHRISTIAN HIGH SCHOOL

HOUSTON, Texas

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Director of Advisory
OverviewWe are seeking a Director of Advisory to lead and elevate our Advisory team. This role will be responsible for managing our team of Senior Financial Planners and Financial Planners, ensuring consistent delivery of high-quality advice, development of scalable processes, and a culture of accountability and growth. While this role includes strategic-level client engagement, its primary focus is building a durable, high-performing advisory function that consistently raises the bar. This is a role for someone who sees both people and systems clearly, and who has the discipline and credibility to align them in service of outstanding client outcomes. You build frameworks that others can run with. You think in systems and act through people. This is a leade


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