Team

Angie Kilidjian

Director of Talent Acquisition

704-578-9870

Akilidjian@cwsplanning.com

Charlie Barrett

Financial Representative

512.651.4876

charlie.barrett@cwsplanning.com

Corwin Davidson

Financial Advisor

corwin_davidson@glic.com

Daniel Soto

Financial Representative

512-651-2009

daniel.soto@glic.com

David Kirk

Financial Representative

david.kirk@cwsplanning.com

Diane Gallagher

New Business Manager

(512) 651-2972

DmGallagher@cwsplanning.com

Erik Antener

Director of Wealth Management

512-651-2982

eantener@cwsplanning.com

Gordon Willoughby

Financial Advisor

512-651-3127

gwilloughby@cwsplanning.com

Jon Lindsey

Financial Advisor

512.413.7424

512.758.8022

jon.lindsey@cwsplanning.com

Kris Schwartz

Managing Director

210-382-1857

kschwartz@cwsplanning.com

Kristen Fuhrman

Financial Representative

kristen.fuhrman@cwsplanning.com

Leah Sims

Financial Representative

leah.sims@cwsplanning.com

Luke Byars

Financial Representative

512.651.4874

512.651.2968

Luke.Byars@cwsplanning.com

Matthew Fischer

Financial Representative

mfischer@cwsplanning.com

Michael Samuels

Financial Representative

Noah Davidson

Financial Representative

512.525.7517

512.758.8022

noah.davidson@cwsplanning.com

Paige Garrison, CFP®, CLU®

Financial Advisor

512-651-4864

Rich Keal

Agent

206.718.0303

512.651.2968

rkeal@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

Terri Hoffman

Financial Advisor

512-651-2970

512-651-2968

thoffman@cwsplanning.com

Trevor Gill

Financial Representative

512.651.2979

512.758.8022

trevor.x.gill@cwsplanning.com