Tag: Introduction

Meet Our Team: Mike Banks

General  |   March 23, 2018  |  
Michael Catanese

We would like to introduce you to each of our team members. This week, please meet Mike Banks, Chief Financial Officer, Chief Operating Officer, and Chief Compliance Officer. What is your background? I grew up in California, but am glad to say that I have been in Texas my entire adult life. I married my […]

Meet Our Team: Russ Norwood

General  |   December 18, 2017  |  
Michael Catanese

We would like to introduce you to each of our team members. This week, please meet Russ Norwood, Founding Partner and Managing Director. What is your background? I have worked over 30 years in the financial services industry since graduating from the University of Texas in 1986 with a degree in Business Economics. I spent […]

Meet Our Team: Taylor Kirk

General  |   November 29, 2017  |  
Michael Catanese

We would like to introduce you to each of our team members. This week, please meet Taylor Kirk, Senior Client Associate. What is your background? I graduated from Mississippi State University with a bachelor’s degree in economics. I then worked as a client service associate at a Raymond James financial advisor’s office in Starkville, Mississippi […]