1701 Iowa Drive
President & Comprehensive Wealth Planner
John graduated from The University of Texas at Austin Business Honors Program with a BBA in Finance in 1984. He immediately entered the financial services industry (initially in commercial banking) and has remained in the financial...
Wealth Planner & Advisor
Trip obtained his Bachelor of Business Administration Degree in Finance from the University of Texas at Austin in 1982. While at the University of Texas, Trip was a member of the 1979-1982 Baseball team. Since graduating from UT, Trip...
OSJ & Continuity Partner
Clyde serves in the role of Office of Supervisory Jurisdiction for Longhorn Wealth Management Group on behalf of our Broker Dealer, Securities America, Inc. He is also the Continuity Partner for our firm, assuring that if anything were...
Leasa was born and raised in Texas, and is a proud graduate of The University of Texas at Austin, where she earned her Bachelor of Science degree in Fashion Merchandising. She has had a career which has entailed roles as retail manager...
Client Services Coordinator
Deirdre is our Client Services Coordinator at Longhorn Wealth Management Group, where she is responsible for preparing and processing all new business applications as well as providing full service on all existing client...
Planning and Solutions Coordinator
Hollyn serves as an Administrative Assistant for our firm, working on a part-time basis as she continues to purse her college education. She is a graduate of of Bishop Lynch High School here in Dallas, and has attended both The...
In Loving Memory of Our Beloved Colleague and Friend - June 20,1959-September 23, 2020