Broker Check

Our Team

Partners in your financial future.

Charles R. Green

Charles R. Green

Founder and President

817.348.8700

Deana Butler

Deana Butler

Vice President of Operations

817.348.8700

Cameron  Stansbury

Cameron Stansbury

Director of Communications, Wealth Advisor

817.348.8700

Shannon Lemons

Shannon Lemons

Sr. Client Services

817.348.8700

Lyla Rathasing

Lyla Rathasing

Communications Assistant

817.348.8700

Gracie White

Gracie White

Communications Assistant

817.348.8700