Meet Our Team View All Dallas Atlanta Tyler Talman Founder & Family Officer® Read Bio Home Office Staff David Schubert, CFP® Senior Advisor and Financial Planner Read Bio Brad Carroll, CFP®, APMA™, AWMA™ Chief Investment Officer Read Bio Dee Carroll Director of Operations Read Bio Dustin Maxwell Family Experience Manager Read Bio Heather Hanson Family Services Director Read Bio Debbie Lynch Senior Regulatory & Compliance Consultant Read Bio Michelle Brock-Orozco Accounting Read Bio Scott A. Meyer Counsel, Holmes Firm PC. Read Bio J. Marc Lewis JD, LL.M., EA Senior Tax Advisor Read Bio John C. Capps, CPA PC Tax Strategy & Risk Management Read Bio Duke Odom Health Insurance Advisor Read Bio Atlanta Office Cinthya Micelli Family Officer® Read Bio
