Preston Rosamond, Owner

 

Preston Rosamond, Founder and Financial Advisor, is a native Texan. Growing up on a working cattle ranch taught him the value of hard work, diversification, market cycles, and the discipline of a long-term approach to investing. Preston has 20 plus years’ experience in the financial services industry.

Clint Connell, Director of Advisory Services

 

Clint joins us with over 30 years of experience in real estate and investing. A proud graduate of Texas A&M University, Clint previously served as an Officer in U.S. Army Aviation. He will collaborate closely with Preston, enhancing our commitment to client-focused financial guidance. 

Shelli Rosamond, Director of Leadership

 

Shelli has over 30 years of experience in technology, association/non-profit management and education. Her previous roles include Dell Technologies (Accounting), CMP Management (Association & Event Management) and Leander ISD (1st Grade teacher)

Cynthia Segovia, Director of Client Solutions

 

Cynthia has several years’ experience in the financial service industry and 20 years’ experience in providing the highest levels in customer service. Cynthia strives to build strong client relationships. Her previous role includes Finance Manager, Accounting and sales.

 

Kylie Gilde, Client Service Associate

 

Kylie brings more than a decade of customer service experience, including two years specializing in financial services. A graduate of Texas Tech University, Kylie is not only a dedicated professional but also a mother of three and an accomplished photographer. 

Karen Alexander, Director of Client Service

 

Karen has 20 years’ experience in the financial services industry helping deliver excellent client service.

Lori Koepke, Director of Growth and Marketing

 

Lori is responsible for our social media and website and helps us streamline our marketing efforts. 

Raymond Sikora, ChFC, CLU, Director of Financial Planning

 

With more than 30 years of financial data analysis and planning experience in the financial services industry, Raymond brings a wealth of knowledge and experience to our team.

Maggie Burrows, Team Specialist

 

Maggie has been an executive assistant for over 8 years and has supported executives and small businesses in a wide range of sectors, from hospitals and restaurants to recruiters and schools. She has a Bachelor’s Degree in Facilities Management and Business Administration from a university in the Netherlands, and moved to the United States after marrying her husband.