98 San Jacinto Blvd., Suite 200
Austin, TX 78701
Meet Our Team
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 Client Advisors
Our private client advisors serve as your primary point of contact and utilize their wealth management expertise to direct and coordinate the many components of your financial picture.
Jennifer Guthrie, Private Client Advisor | 512.305.4097 | Send an Email
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.
Jackie Mata, Private Client Advisor | 512.305.4065 | Send an Email
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.
Investment Advisors and Analysts
Our investment team manages and directs the investment component of your financial plan, in an independent and conflict-free environment.
Dale Cloud, Investment Practice Lead | 512.305.4093 | Send an Email
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.
Greg Kalb, Investment Advisor | 512.305.4064 | Send an Email
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.
Eryn Myers, Investment Analyst | 512.305.4068 | Send an Email
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.
Our banking advisors can help you structure your non-investment assets and arrange financing where beneficial.
Cristina Yoder, Banking Advisor | 512.305.4070 | Send an Email
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.
Legal and Financial Planning Specialists
Our advisory teams around the state work closely with our in-house attorneys and a financial planner to ensure that each client has a solid financial plan carefully constructed with expert legal guidance.
Ben Carter, Head of Statewide Planning & Trust | 214.210.3068 | Send an Email
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, Senior Fiduciary Officer | 512.305.4047 | Send an Email
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.
Diarra Williams, Financial Planner | 214.210.3051 | Send an Email
As a financial planner, 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 is a CERTIFIED FINANCIAL PLANNER™ professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.