PRIVATE WEALTH ADVISORS – DALLAS

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.

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.

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.

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^® and a Chartered Life Underwriter^®.

Investment Advisors

Our investment team manages and directs the investment component of your financial plan, in an independent and conflict-free environment.

Richard Jackson, Investment Advisor | 469.399.8581 | Send an Email

Richard carefully constructs investment portfolios which complement the overall strategy and direction of his clients’ financial plans. With years of experience, Richard has a gift for distilling the complexities of the market into actionable steps; his advice has appeared in both The Wall Street Journal and The Dallas Morning News. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Wesley Wright, Investment Advisor | 214.210.3034 | Send an Email

Wesley believes in a disciplined investment process, one that balances fundamental analysis with overall risk tolerance to help his clients reach their financial goals. Along with the team, he works to identify high quality investments, utilizing his years of experience evaluating opportunities across a range of industries in both the domestic and international arenas. He holds the Chartered Financial Analyst^® designation.

Banking Advisors

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

Michael Berryman, Senior Banking Advisor | 214.932.6759 | Send an Email

Mike provides banking and lending solutions to corporate executives, high-net-worth individuals and families in the Dallas area, drawing on his broad-based experience in commercial and private banking. He is active in the community through volunteer work with Texas Special Olympics, The United Way, Ronald McDonald House, American Cancer Society, Hearts and Hammers and Hunger Busters. When he is not at work, Mike fosters young dogs that have been selected to enter an intensive training program to work as service animals for the visually impaired.

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.

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.

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.

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.