Southern Wealth Management

Advisors

Managing Partner

Richard W. Jones

Email

210.402.7200

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Partner
Risk Management

Anthony C. de Bruyn

Email

214.360.9292

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Partner
Investment Advisory

Thomas S. Gile

Email

972.661.4600

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Partner
Tax

Michael L. Olson

Email

210.402.7200

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Partner
Risk Management

Philip M. de Bruyn

Email

214.360.9292

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Partner
Tax

Katherine M. Gibert

Email

504.799.3170

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Partner
Tax

Jeremy T. Head

Email

504.799.3170

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Partner
Investment Advisory

Michael A. Horlick

Email

972.661.4600

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Partner
Investment Advisory

Shane D. Price

Email

210.402.7200

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Partner
Investment Advisory

Brandon H. Kershaw

Email

972.661.4600

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Partner
Tax

Kelly H. Pattillo

Email

972.661.4600

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Partner
Investment Advisory

Daniel T. Drake

Email

972.661.4600

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Partner
Tax

Nimisha P. Rana

Email

210.402.7200

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Chief Operating Officer

Vincent D. Langston

Email

210.402.7200

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Principal
Tax

Melissa M. Johnson

Email

210.402.7200

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Principal
Investment Advisory

Matthew Q. Huggins

Email

210.402.7200

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Principal
Investment Advisory

Ryan R. Griffin

Email

210.402.7200

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Principal
Business Valuation

Denise R. Rothermel

Email

210.402.7200

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Principal
Tax

Tara M. Fuselier

Email

504.799.3170

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Principal
Tax

Roy G. Shrode

Email

432.686.7805

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Principal
Tax

Jarod Maloney

Email

972.661.4600

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Manager
Investment Advisory

Anthony J. Harvot

Email

972.661.4600

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Manager
Investment Advisory

Taylor J. Billings

Email

504.799.3170

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Manager
Tax

Colleen Reese

Email

504.799.3170

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Manager
Investment Advisory

Stephanie Smith

Email

210.402.7200

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Manager
Business Valuation

Raquel Cruz

Email

210.402.7200

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Manager
Tax

Luke Hayes

Email

504.799.3170

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