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.


Karen NeSmith, Director of Client Service


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

Jessica Sortino, Team Specialist


Jessica Sortina brings 19 years of administration and executive assisting experience across diverse sectors, including university, real estate, sales, digital marketing, and law. She holds a degree in Criminal Justice from the University of North Carolina. 

Heidi Wilson, Director of Growth and Marketing


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

Raymond Sikora, ChFC, CLU, Director of Financial Planning


With more than 30 years of financial data analysis and planning experience in the financial services industry, Raymond brings a wealth of knowledge and experience to our team.

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.