PRIVATE WEALTH ADVISORS – DALLAS

Dallas

2000 McKinney Avenue, Suite 1800
Dallas, TX 75201
214.210.3092

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 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.

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Colin Boddicker, Private Client Advisor | 469.399.8552 | Send an Email

Colin specializes in developing comprehensive wealth management and private banking solutions for high-net-worth families and business owners that are consistent with their vision and values while working diligently to provide an elite level of customer service. In his spare time, you might find Colin on TV or radio as a color commentator for TCU basketball games. He is a Registered Representative for Chalice Capital Partners, LLC.


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Emily Dawson, Private Client Advisor | 214.932.6894 | Send an Email

Utilizing her background in hedge funds and portfolio construction, Emily helps business owners and high-net-worth families formulate holistic wealth management plans, and works closely with each one to monitor and adjust strategy to keep pace with their goals. She is a Registered Representative for Chalice Capital Partners, LLC.



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Larry Gekiere, Private Client Practice Lead | 214.210.3022 | Send an Email

Larry serves as our Private Client Practice Lead and actively manages a small portfolio of clients. Larry possesses a wealth of experience advising high-net-worth families and business owners, with specialized knowledge in investments, insurance and business succession planning. He is a Chartered Financial Consultant®, a Chartered Life Underwriter® and a Registered Representative for Chalice Capital Partners, LLC.


Banking Advisors

Our banking advisors can help you structure your non-investment assets and arrange financing where beneficial.

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Leighton Callan, Banking Advisor | 214.932.6899 | Send an Email

Leighton develops and implements customized, strategic banking solutions for high-net-worth families and family offices. Previously working as an underwriter, he possesses in-depth knowledge in structuring credit facilities, and excels in his ability to put deals together for those with complex financial pictures. He is not affiliated with the investment center or Chalice Capital Partners, LLC. 



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Adam Hefton, Banking Advisor | 469.399.8525 | Send an Email

Adam provides customized lending solutions and banking services for high-net-worth individuals and families. He also specializes in meeting the personal financial needs of business owners, relying heavily on his previous experience providing credit to energy and middle-market businesses. He is not affiliated with the investment center or Chalice Capital Partners, LLC.


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.

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Ben Carter, Head of Statewide Planning & Trust | 214.210.3068 | Send an Email

Ben directs the work of our planning and trust staff and provides legal guidance to our advisory teams in formulating your financial plan. In his former role as Chair of the Estate and Gift Taxes Committee for the American Bar Association’s Section of Taxation, Ben and his fellow attorneys provided guidance to regulators regarding tax legislation, and he remains a well-informed resource on this ever-evolving topic. He holds a Juris Doctorate degree from Washington University in St. Louis, Missouri. He is not affiliated with the investment center or Chalice Capital Partners, LLC. 


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Dian Kauth, Chief Fiduciary Officer | 214.932.6804 | Send an Email

Throughout most of her career, Dian has focused on creating and managing multigenerational trusts for affluent families, which speaks to her passion and expertise in helping families provide for future generations. She holds a Juris Doctorate degree from the University of Tulsa College of Law and is licensed to practice law in both Texas and Oklahoma. She is not affiliated with the investment center or Chalice Capital Partners, LLC. 


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John Ferguson, Senior Vice President | 210.390.3838 | Send an Email

After starting his career as a litigator, John shifted his focus to banking and has spent the majority of his career specializing in wealth management and trust administration, with demonstrated expertise in charitable and private foundation trusts. He holds a Juris Doctorate degree from Saint Mary’s University in San Antonio and is a Registered Representative for Chalice Capital Partners, LLC.



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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 and a Registered Representative for Chalice Capital Partners, LLC. 


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