Preston Rosamond, Owner

 

Preston Rosamond, Founder and Financial Advisor, is a native Texan. Growing up on a working cattle ranch taught him the value of hard work, diversification, market cycles, and the discipline of a long-term approach to investing. Preston has 20 plus years’ experience in the financial services industry.

Shelli Rosamond, Director of Leadership

 

Shelli has over 30 years of experience in technology, association/non-profit management and education. Her previous roles include Dell Technologies (Accounting), CMP Management (Association & Event Management) and Leander ISD (1st Grade teacher)

Cynthia Segovia, Director of Client Solutions

 

Cynthia has several years’ experience in the financial service industry and 20 years’ experience in providing the highest levels in customer service. Cynthia strives to build strong client relationships. Her previous role includes Finance Manager, Accounting and sales.

 

Hali Scoggins, Sr. Client Service Manager

 

Hali brings experience in client service, executive support, and operations, with a focus on organization, coordination, and efficient processes.

Karen Alexander, Director of Client Service

 

Karen has 20 years’ experience in the financial services industry helping deliver excellent client service.

Anne Wheeler, Director of Growth and Marketing

 

Anne is responsible for our social media and website and helps us streamline our marketing efforts. 

Maggie Burrows, Team Specialist

 

Maggie has been an executive assistant for over 8 years and has supported executives and small businesses in a wide range of sectors, from hospitals and restaurants to recruiters and schools. She has a Bachelor’s Degree in Facilities Management and Business Administration from a university in the Netherlands, and moved to the United States after marrying her husband.