Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Ryan Kruger is the Head of Advisor Services for Wealthminder and has over 9 years of experience in the finance industry.
Ryan is also a Partner and Portfolio Manager for KHP Capital, an independent RIA practice. Since 2007, he has worked with the team to standardize the investment and client service processes, to create the investment models that form the core of the firm's investment offering.
Prior to this, Ryan spent several years as a business consultant with Ernst & Young and with two boutique firms, working with some of the most recognizable organizations in the US. His areas of focus...
Connor Ambrose (CRD# 5763812) is an Investment Advisor Representative working at Summit Financial Group Inc. in Dallas, TX and has over 10 years of experience in the finance industry. Connor Ambrose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Clint is a Wealth Manager and Financial Planner at Beaird Harris. He specializes in working with medical and healthcare professionals, but also works with a number of other high net worth families and retirement plans. Clint guides clients through financial decisions, educating them about their investments, insurance policies and employee benefits, and works with clients to implement and coordinate their financial plans. He consults on the plan design and ongoing administration of the firm's WealthGuide® financial planning software.
He is also responsible for the development of the firm's internal...
John Hetzel (CRD# 4147688)joined Beaird Harris in 2012 and has been a practicing advisor in the industry since 1999. John specializes in investment research, retirement income planning and helping clients achieve their financial goals. He co-founded a fee-only investment advisory firm in 2006 and has been an advocate of our passive, structured approach to investment management since that time. He firmly believes the key to long term success is focusing on the factors that we can control and not getting distracted by those we can't.
John has been citied in multiple industry publications and...
Alan Ives (CRD# 6432308) is an Investment Advisor Representative working at Luther King Capital Management Corporation in Dallas, TX and has 11 year of experience in the finance industry.