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Private Wealth Advisors: Austin

At Texas Capital Bank, we’ve assembled an accomplished team of advisors who work together to simplify your financial life. We understand that each client’s needs are different, so we start by learning about you and your financial goals, then collaborate to create a customized plan to help you achieve them.

Each advisory team is led by a dedicated private client advisor, who works together with our team of investment, banking, financial planning and legal specialists to structure and execute on your strategy.

Private Wealth Advisors

98 San Jacinto Blvd., Suite 200
Austin, TX 78701
512-305-4092

9 Advisors

Ben Carter

Ben Carter

Head of Statewide Planning & Trust

Austin/Dallas/Fort Worth/ Houston/San Antonio, TX

972.963.3010

Contact Ben

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 Davis

Jean Davis

Senior Fiduciary Officer

Austin/San Antonio, TX

512.305.4047

Contact Jean

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 Cloud

Dale Cloud

Investment Practice Lead

Austin, TX

512.305.4093

Contact Dale

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.

Diarra Williams

Diarra Williams

Financial Planner

Austin/Dallas/Fort Worth/ Houston/San Antonio, TX

214.210.3051

Contact Diarra

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 Yoder

Cristina Yoder

Banking Advisor

Austin/San Antonio, TX

512.305.4070

Contact Cristina

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.

Jackie Mata

Jackie Mata

Private Client Advisor

Austin, TX

512.305.4065

Contact Jackie

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 Kalb

Greg Kalb

Investment Advisor

Austin, TX

512.305.4064

Contact Greg

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.

Jennifer Guthrie

Jennifer Guthrie

Private Client Advisor

Austin, TX

512.305.4097

Contact Jennifer

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 Myers

Eryn Myers

Investment Analyst

Austin, TX

512.305.4068

Contact Eryn

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.

Private Wealth Advisors - Leadership

Alan Miller

President, Private Wealth Advisors

214-210-3096

Contact Alan
Larry Gekiere

EVP, Head of Private Client Advisors

972-963-3013

Contact Larry

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