Ben directs the work of our planning and trust staff and consults with high-net-worth clients about estate planning, business succession and philanthropic strategies designed to achieve each client’s particular goals and objectives. Ben is a fellow in the American College of Trust and Estate Counsel, board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and the former chair of the Estate and Gift Taxes Committee for the American Bar Association’s Section of Taxation.

Jean delivers comprehensive personal trust services in her role as Vice President and Senior Fiduciary Officer with Texas Capital Bank Private Wealth Advisors. With more than 30 years of experience in all areas of trust management, estate settlement, and client service, Jean assists clients with highly complex fiduciary matters.

Dale serves as our Investment Practice Lead and is a principal member of our investment committee. In addition to his leadership roles within the organization, Dale puts his market knowledge to work advising high-net-worth families and nonprofit organizations through all facets of portfolio construction, financial and estate planning.

A CERTIFIED FINANCIAL PLANNER™ professional, Diarra will design your financial strategy and continue to work closely with the team to make adjustments as needed over time. Simply put, Diarra helps to translate your goals into an actionable financial plan. He also holds the Chartered Advisor in Philanthropy® designation. He earned a MSPFP from Kansas State University and a BBA from the University of Oklahoma.

Cristina provides comprehensive custom credit and deposit solutions to high net worth individuals and affluent families. Drawing on her extensive background in commercial banking, she excels in helping business owners as they consider various borrowing strategies to achieve their personal goals and objectives.

With a background in running large family offices, Jackie utilizes her deep understanding of investments, estate planning, financial planning and philanthropy to deliver comprehensive financial solutions to business owners, high-net-worth individuals, affluent families and endowments. Jackie is a strong believer in community involvement and serves on the board of Literacy First. She is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

Greg advises high-net-worth clients on their investment portfolio. His prior experience in advising board-driven clientele speaks to the quality of his work and his skill in constructing balanced portfolios to meet complex financial goals. He currently serves on the Long Center for the Performing Arts Endowment Committee and volunteers with various community groups in Austin.

A CERTIFIED FINANCIAL PLANNER™ practitioner, Jennifer brings a comprehensive approach to wealth management and preservation for high-net-worth families, entrepreneurs and corporate executive clients. She holds an MBA from the University of Texas at Austin and a BBA from Texas A&M University with a concentration in finance. An enthusiastic supporter of the arts, Jennifer currently serves as a board member of Ballet Austin.

Eryn helps to customize each client’s investment solution and serves as an essential member of the investment team by closely monitoring the managers, allocations and portfolios.