Team

Angie Kilidjian

Director of Talent Acquisition

704-578-9870

Akilidjian@cwsplanning.com

Carly Cantu

Financial Representative

512.791.9365

512.758.8022

CARLY.CANTU@cwsplanning.com

Charles Field, CFP®

Financial Advisor

charles.e.field1@cwsplanning.com

Charles Chapman

Financial Representative

CHARLES.CHAPMAN@cwsplanning.com

Darrell Ellis

Financial Representative

dellis@cwsplanning.com

Devon Darden

Financial Representative

512.539.6716

DDarden@cwsplanning.com

Diane Gallagher

New Business Manager

(512) 651-2972

DmGallagher@cwsplanning.com

Elizabeth Smithey

Financial Representative

esmithey@cwsplanning.com

Erik Antener, CExP™

Director of Wealth Management

512-651-2982

eantener@cwsplanning.com

Fatima Naqinia

Managing Associate | Financial Advisor

(512) 651-2980

(512) 758-8022

fatima.naqinia@cwsplanning.com

Gordon Willoughby

Financial Advisor

512-651-3127

gwilloughby@cwsplanning.com

Gracie Watson Duran

Financial Representative

512-651-2009

gracie.watson@cwsplanning.com

Heather Dozier

Financial Representative

HEATHER.DOZIER@cwsplanning.com

Isabel Gallegos

Financial Representative

512-545-8425

ISABEL.GALLEGOS@cwsplanning.com

James Godfrey

Financial Representative

james.godfrey@cwsplanning.com

John Bronkhorst

Financial Professional

512.651.3132

john.bronkhorst@cwsplanning.com

Kevin Barrera

Financial Representative

512-750-4779

KEVIN.BARRERA@cwsplanning.com

Kris Schwartz

Financial Representative

210-382-1857

kschwartz@cwsplanning.com

Michael Unclebach

Financial Representative

Paige Garrison, CFP®, CLU®

Financial Advisor

512-800-2028

Paula Arango

Financial Representative

paula.arango@cwsplanning.com

Rodger Ewy

Financial Advisor

(512) 415-3643

Rodger.Ewy@cwsplanning.com

Scot Davis

President/CEO

512-651-2010

scotdavis@cwsplanning.com

Scot Davis II

Director of Operations

512-651-3122

scotdavis2@cwsplanning.com

Seth Jutz

Financial Representative

502. 550.8076

seth.jutz@cwsplanning.com

Siddhartha Sundaranand

Financial Representative

siddhartha.sundaranand@cwsplanning.com

Sonia Horanzy

Financial Representative

Sonia.Horanzy@cwsplanning.com

Stacey Pawelek

Financial Representative

staceypawelek@cwsplanning.com

Terri Hoffman, CLU®, CExP™

Managing Associate | Financial Advisor

512-651-2970

512-651-2968

thoffman@cwsplanning.com