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Financial Professionals

The Financial Professional is a neutral part of the collaborative team who can offer specialized assistance in arranging for the optimum outcome for the parties involved.

Michael Benaglio

Michael Benaglio

February 17, 2016 By Alyssa Thompson

Michael
Benaglio
Financial Professional
9442 N. Capital of TX Hwy.
Suite 1-500
Austin
TX
78759
Profile & Contact Information...

Brooke Benson

Brooke Benson

June 10, 2022 By CDTx Staff - sh

Brooke
Benson
, CDLP
Financial Professional
601 W Northwest Hwy, Suite 100
Suite 100
Grapevine
TX
76051
Profile & Contact Information...

Sonia Desai

Sonia Desai

October 5, 2021 By CDTx Staff - sh

Sonia
Desai
, CPA, ABV, ASA, CBV
Financial Professional
Sonia Desai
1601 S Mopac Expressway
Suite D250
Austin
TX
78746
Profile & Contact Information...

Jennifer Edwards

Jennifer Edwards

February 11, 2016 By Francie Pavelek

Jennifer
Edwards
, CPA
Financial Professional
8620 N New Braunfels
Ste 300
San Antonio
TX
78217
Profile & Contact Information...

Joanna Jadlow

Joanna Jadlow

February 16, 2016 By Alyssa Thompson

Joanna
Jadlow
, CPA, CFP, CDFA
Financial Professional
Joanna Jadlow
5950 Sherry Ln
Ste 600
Dallas
TX
75225
Profile & Contact Information...

Lisanne Glew

Lisanne Glew

May 10, 2018 By CDTx Staff - sh

Lisanne
Glew
, CDFA®, AWMA®
Financial Professional
Lisanne Glew
7250 Dallas Parkway
12th Floor
Plano
TX
75024
Profile & Contact Information...

Karen Santhanam

Karen Santhanam

May 9, 2019 By CDTx Staff - sh

Karen
Santhanam
Financial Professional
Karen Santhanam
13812 Research Blvd
Suite B1
Austin
TX
78750
Profile & Contact Information...

Dallas McKee

Dallas McKee

September 23, 2020 By CDTx Staff - sh

Dallas
McKee
, CFP®, CDFA®
Financial Professional
Dallas McKee
7160 North Dallas Parkway
Suite 520
Plano
TX
75024
Profile & Contact Information...

David Brunson

David Brunson

February 18, 2016 By Alyssa Thompson

David
T
Brunson
, CFP, CFA, CDFA
Financial Professional
David Brunson
7160 Dallas Parkway
Suite 520
Plano
TX
75024
Profile & Contact Information...

Lynn Davis Ward

Lynn Davis Ward

April 8, 2019 By CDTx Staff - sh

Lynn Davis
Ward
, JD, MBA, CPA
Attorney
Lynn Davis Ward
213 Austin St
Garland
TX
75040
Profile & Contact Information...

Elise Padgett

Elise Padgett

February 15, 2021 By CDTx Staff - sh

Elise
Padgett
Financial Professional
Elise Padgett
640 Taylor Street
Suite 2200
Fort Worth
TX
76102
Profile & Contact Information...

Jan Demetri

Jan Demetri

February 19, 2016 By Caleb Huber

Jan
Demetri
Financial Professional
Jan Demetri
3355 Bee Cave Rd
Ste. 612
Austin
TX
78746
Profile & Contact Information...

Elise Padgett Elings

February 22, 2023 By CDTx Staff - sh

Elise
Padgett Elings
Financial Professional
640 Taylor Street
Suite 2200
Fort Worth
TX
761012
Profile & Contact Information...

Jaclyn Burket Franks

Jaclyn Burket Franks

February 9, 2016 By Kevin Gibson

Jaclyn
Burket Franks
Financial Professional
16813 Greenhouse Street
Conroe
TX
77385
Profile & Contact Information...

Greg Mason

Greg Mason

October 20, 2022 By CDTx Staff - sh

Greg
Mason
, CPA
Financial Professional
Greg Mason, CPA
2001 Broadway
Lubbock
TX
79401
Profile & Contact Information...

John Snell, MBA, CDLP

John Snell, MBA, CDLP

February 10, 2017 By CDTx Staff - sh

John
Snell
, Certified Divorce Lending Professional
Financial Professional
1205 Pigeon Hawk Dr.
Little Elm
TX
75068
Profile & Contact Information...

Anna Hardy

Anna Hardy

February 17, 2023 By CDTx Staff - sh

Anna
Hardy
Financial Professional
Anna Hardy
640 Taylor Street
Suite 2200
Fort Worth
TX
76102
Profile & Contact Information...

W. Clay Ryan

W. Clay Ryan

June 30, 2022 By CDTx Staff - sh

W.
Clay
Ryan
, CFP®, CDFA®
Financial Professional
550 Bailey Ave
Suite 700
Fort Worth
TX
76107
Profile & Contact Information...

Brie Reyes

Brie Reyes

December 16, 2019 By CDTx Staff - sh

Brie
Reyes
, CDFA
Financial Professional
Brie Reyes
2501 Parkview Dr
Suite 228
Fort Worth
TX
76102
Profile & Contact Information...

Dorothy Haraminac

January 10, 2020 By CDTx Staff - sh

Dorothy
Haraminac
, MBA, CFE, MAFF, PI
Financial Professional
3508 Market Street
Unit 3192
Baytown
TX
77522
Profile & Contact Information...

Susan Bullock

Susan Bullock

July 21, 2022 By CDTx Staff - sh

Susan
Bullock
, CPA, ABV, CFE
Financial Professional
Susan Bullock
5400 Bosque
Suite 600
Waco
TX
76710
Profile & Contact Information...

Wendy Dabrusin, Certified Divorce Lending Professional

Wendy Dabrusin, Certified Divorce Lending Professional

December 8, 2022 By CDTx Staff - sh

Wendy
Dabrusin
Financial Professional
7200 N. Mopac Expwy
#260
Austin
TX
78731
Profile & Contact Information...

Joelle Hinds

Joelle Hinds

April 26, 2019 By CDTx Staff - sh

Joelle
Hinds
, CFP®, CDFA®, Financial Advisor
Financial Professional
3021 Ridge Road
SteA270
Rockwall
TX
75032
Profile & Contact Information...

Molly Ward

Molly Ward

March 24, 2022 By CDTx Staff - sh

Molly
Ward
, CFP®, CDFA®
Financial Professional
Molly Ward
3200 Southwest Frwy
Ste 1800
Houston
TX
77027
Profile & Contact Information...

Denise French, CVA, MAFF, CDFA, CRPC

Denise French, CVA, MAFF, CDFA, CRPC

February 9, 2016 By Francie Pavelek

Denise
French CVA, MAFF, CDFA, CRPC
Financial Professional
1095 Evergreen Circle, Suite 200
The Woodlands
TX
77380
Profile & Contact Information...

Maksym Sulkov

Maksym Sulkov

November 6, 2019 By CDTx Staff - sh

Maksym
Sulkov
, CPA/PFS, CDFA
Financial Professional
8350 North Central Expressway
Suite 206
Dallas
TX
75206
Profile & Contact Information...

Kalor Williams

Kalor Williams

February 11, 2016 By Caleb Huber

Kalor
Williams
, CDFA
Financial Professional
Kalor Williams
811 S. Tennessee
Amarillo
TX
79106
Profile & Contact Information...

Lindsay Cooper

Lindsay Cooper

February 12, 2016 By Caleb Huber

Lindsay
Cooper
, CDFA
Financial Professional
2001 Broadway
Lubbock
TX
79401
Profile & Contact Information...

Eric C. Haverkamp

Eric C. Haverkamp

March 13, 2019 By CDTx Staff - sh

Eric
C.
Haverkamp
Financial Professional
Eric Haverkamp
4601 Washington Avenue
Suite 280
Houston
TX
77007
Profile & Contact Information...

Mike Barron

Mike Barron

June 30, 2016 By CDTx Staff - sh

Mike
Barron
Financial Professional
1841 Martin Drive
Suite 100
Weatherford
TX
76086
Profile & Contact Information...

Jennifer Failla

July 26, 2021 By CDTx Staff - sh

Jennifer
Failla
Financial Professional
3701 Bee Caves Road
Suite 104
Austin
TX
78746
Profile & Contact Information...

Patricia Barrett

Patricia Barrett

November 28, 2016 By CDTx Staff - sh

Patricia
A
Barrett
, CFP, Mediator
Financial Professional

Patricia Barrett CFP CDFA

11410 Iberia Dr.
Houston
TX
77065
Profile & Contact Information...

Angie Stone, CPA/ABV

Angie Stone, CPA/ABV

January 10, 2020 By CDTx Staff - sh

Angie
Stone
Financial Professional
Angie Stone
1390 E Bitters Road
San Antonio
TX
78216
Profile & Contact Information...

Dodee Frost Crockett

Dodee Frost Crockett

April 19, 2017 By CDTx Staff - sh

Dodee Frost
Crockett
Financial Professional
5910 N. Central Expressway
Suite 2000
Dallas
TX
75206
Profile & Contact Information...

Kimberly C. Ford

Kimberly C. Ford

February 11, 2016 By Francie Pavelek

Kimberly
C.
Ford
, CPA
Financial Professional
8620 N New Braunfels
Ste 300
San Antonio
TX
78217
Profile & Contact Information...

Garth Myres

Garth Myres

April 1, 2022 By CDTx Staff - sh

Garth
Myres
Financial Professional
800 Parker Square
Suite 215B
Flower Mound
TX
75028
Profile & Contact Information...

Tammy Solimine

August 17, 2022 By CDTx Staff - sh

Tammy
L.
Solimine, AIF®(Accredited Investment Fiduciary)
Financial Professional
19230 Stone Oak Parkway
Suite 310
San Antonio
TX
78258
Profile & Contact Information...

Karen King

Karen King

June 23, 2016 By CDTx Staff - sh

Karen
King
, CPA
Financial Professional
4265 San Felipe
Suite 1100
Houston
TX
77027
Profile & Contact Information...

Thomas Stewart

Thomas Stewart

June 2, 2019 By CDTx Staff - sh

Thomas
Stewart
Financial Professional
Thomas Steward, CPA
640 Taylor Street
Suite 2200
Fort Worth
TX
76102
Profile & Contact Information...

Steve Walker

Steve Walker

February 5, 2016 By CDTx Staff - sh

Steve
Walker
, CPA
Financial Professional
8864 Broken Bend
Frisco
TX
75034
Profile & Contact Information...

Patricia Havard, CPA/CFF

Patricia Havard, CPA/CFF

March 3, 2017 By CDTx Staff - sh

Patricia
Havard
, CPA/CFF
Financial Professional
1636 N Hampton Road
Suite 230
DeSoto
TX
75115
Profile & Contact Information...

Richard Woodward

Richard Woodward

October 20, 2021 By CDTx Staff - sh

Richard
Woodward
Financial Professional
Richard Woodward
7820 Hague Ct.
Plano
TX
75025
Profile & Contact Information...

Brian Trampe

November 19, 2020 By CDTx Staff - sh

Brian
Trampe
Financial Professional
2300 N. Field Street
Suite 1000
Dallas
TX
75201
Profile & Contact Information...

Rebecca Lorenz

Rebecca Lorenz

July 10, 2017 By CDTx Staff - sh

Rebecca
Lorenz
, CPA/CGMA/CFF, CVA, CFE
Financial Professional
1000 Central Parkway North
Suite 105
San Antonio
TX
78232
Profile & Contact Information...

Shea M. Hancock

Shea M. Hancock

March 13, 2019 By CDTx Staff - sh

Shea
M.
Hancock
Financial Professional
4601 Washington Avenue
Suite 280
Houston
TX
77007
Profile & Contact Information...

Angela Deaton

Angela Deaton

February 5, 2018 By CDTx Staff - sh

Angela
Deaton
Financial Professional
18111 Preston Road
Suite 500.
Dallas
TX
75252
Profile & Contact Information...

Bryce Bogle

February 22, 2023 By CDTx Staff - sh

Bryce
Bogle
Financial Professional
3305 Northland Drive
Suite 100
Austin
TX
78731
Profile & Contact Information...

Juston Dobbs, MBA, CDFA®, CFP®

Juston Dobbs, MBA, CDFA®, CFP®

February 26, 2021 By CDTx Staff - sh

Juston
Dobbs, MBA, CDFA®, CFP®
Financial Professional
600 E. Taylor Street
Suite 1000
Sherman
TX
75092
Profile & Contact Information...

Julie Howell

Julie Howell

February 17, 2016 By Francie Pavelek

Julie
K
Howell
Financial Professional
18111 Preston Road
Suite 500
Dallas
TX
75252
Profile & Contact Information...

Tate Lowe

Tate Lowe

February 6, 2023 By CDTx Staff - sh

Tate
Lowe
, CFP®
Financial Professional
Tate Lowe, Certified Financial Planner
3200 Southwest Freeway
Suite 1800
Houston
TX
77008
Profile & Contact Information...

Gerald Hill

February 11, 2016 By Francie Pavelek

Gerald
Hill
, CPA
Financial Professional
8620 N New Braunfels
Ste 300
San Antonio
TX
78217
Profile & Contact Information...

Richard Soat

Richard Soat

February 5, 2016 By CDTx Staff - sh

Richard
Soat
, CPA
Financial Professional
9901 IH-10
Suite 500
San Antonio
TX
78230
Profile & Contact Information...

Nicole Burge

July 15, 2019 By CDTx Staff - sh

Nicole
Burge
Financial Professional
922 Isome Rd
San Antonio
TX
78253
Profile & Contact Information...

Christy Gammill

Christy Gammill

February 21, 2018 By CDTx Staff - sh

Christy
Gammill
, CDFA
Financial Professional
12377 Merit Drive
Suite 1500
Dallas
TX
75251
Profile & Contact Information...

Tasha Rock, CFP®, CDFA®

Tasha Rock, CFP®, CDFA®

May 27, 2017 By CDTx Staff - sh

Tasha
Rock
, CFP®, CDFA®
Financial Professional
4800 Bee Caves Road
Austin
TX
78746
Profile & Contact Information...

Kyle Eaton

Kyle Eaton

January 16, 2020 By CDTx Staff - sh

Kyle
M
Eaton
, CFP®, CDFA®
Financial Professional
Kyle Eaton, CFP
2308 Hollyhill Ln
Denton
TX
76205
Profile & Contact Information...

Suzanne Blake

Suzanne Blake

February 5, 2016 By CDTx Staff - sh

Suzanne
Blake
, CPA
Financial Professional
2001 Broadway
Lubbock
TX
79401
Profile & Contact Information...

Cristina Baumgardner

Cristina Baumgardner

July 10, 2017 By CDTx Staff - sh

Cristina
Baumgardner
, CPA/ABV, CFE, CIA
Financial Professional
922 Isom Road
Suite 100
San Antonio
TX
78261
Profile & Contact Information...

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