Our team of skillful financial advisors and talented service associates possess institutional-level experience, bringing a higher level of expertise to each of our valued client relationships. Many of our advisors have earned advanced degrees and industry designations, including:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
- Certified Public Accountant (CPA)
- Chartered Retirement Planning Counselor (CRPC)
As a registered investment advisor, we act as a fiduciary for our clients, prioritizing their best interests.
OUR TEAM
Dallas, TX
![Headshot of Brandon Ross wearing glasses](https://quotientwealth.com/wp-content/uploads/2023/07/Brandon_Ross_Updated_Headshot-300x300.png)
Brandon Ross, CFP®
Co-Founder, Co-CEO
![Headshot of Jon Blumenthal](https://quotientwealth.com/wp-content/uploads/2023/07/Jon-Blumenthal-Headshot-1-300x300.png)
Jonathan Blumenthal, CFP®
Co-Founder, Co-CEO
![Headshot of Tim Harder](https://quotientwealth.com/wp-content/uploads/2023/07/Tim-Harder-Headshot-1-300x300.png)
Tim Harder, CFA®, CFP®
Co-Founder, Chief Investment Officer
![Headshot of Brenda Fraga](https://quotientwealth.com/wp-content/uploads/2023/09/Brenda-Fraga-Headshot-1-300x300.png)
Brenda Fraga
Senior Director, Business Service Analyst
![Headshot of Larry Jackson](https://quotientwealth.com/wp-content/uploads/2023/09/Larry-Jackson-Headshot-1-300x300.png)
Larry D. Jackson, CFP®
Vice President, Senior Wealth Advisor
![Headshot of Chris Mohring](https://quotientwealth.com/wp-content/uploads/2023/09/Chris-Mohring-Headshot-1-300x300.png)
Chris Mohring, CFP®
Vice President, Senior Wealth Advisor
![Headshot of Brian Weatherly](https://quotientwealth.com/wp-content/uploads/2023/09/Brian-Weatherly-Headshot-1-300x300.png)
Brian Weatherly, CFP®
Vice President, Senior Wealth Advisor
![Headshot of Lucas Baker](https://quotientwealth.com/wp-content/uploads/2023/09/Lucas-Baker-Headshot-1-300x300.png)
Lucas Baker, CFP®
Vice President, Wealth Advisor
![Headshot of Priscilla Postigo](https://quotientwealth.com/wp-content/uploads/2023/09/Priscilla-Postigo-Headshot-300x300.png)
Priscilla Postigo
Senior Associate, Client Service Specialist
![Headshot of BB Herrera](https://quotientwealth.com/wp-content/uploads/2023/09/Bb-Herrera-Headshot-1-300x300.png)
BB Herrera
Senior Associate, Client Service Specialist
![Headshot of Sara Cooper](https://quotientwealth.com/wp-content/uploads/2023/11/Sara-Cooper-Headshot-300x300.png)
Sara Cooper
Senior Associate, Client Service Specialist
![Headshot of Jacqueline Rea](https://quotientwealth.com/wp-content/uploads/2023/09/Jackie-Rea-Headshot-1-300x300.png)
Jacqueline Rea
Senior Associate, Client Service Specialist
![Headshot of Emily Young](https://quotientwealth.com/wp-content/uploads/2024/02/Emily-Young-Headshot-300x300.png)
Emily Young
Marketing Manager
![Headshot of Mitch Murphy](https://quotientwealth.com/wp-content/uploads/2024/02/Mitch-Murphy-Headshot-2-300x300.png)
Mitch Murphy
Director, Head of Concierge Services
![Headshot of Eric Shirey](https://quotientwealth.com/wp-content/uploads/2024/03/Eric_Shirey_Headshot-300x300.png)
Eric Shirey
Associate, Client Services
![Headshot of Emily E. Young](https://quotientwealth.com/wp-content/uploads/2024/03/Emily_E_Young_Headshot-300x300.png)
Emily Young
Associate, Client Services
Denver, CO
![Headshot of Markham Hawkins](https://quotientwealth.com/wp-content/uploads/2023/09/Markham-Hawkins-Headshot-1-300x300.png)
Markham Hawkins, CRPC®
Partner, Senior Wealth Advisor
![Headshot of Jeff Severe](https://quotientwealth.com/wp-content/uploads/2023/09/Jeff-Severe-300x300.png)
Jeff Severe, ChFC®
Vice President, Senior Wealth Advisor
![Headshot of Andrew Wagner](https://quotientwealth.com/wp-content/uploads/2023/09/Andrew-Wagner-Headshot-1-300x300.png)
Andrew Wagner, CFP®
Vice President, Senior Wealth Advisor
![Headshot of Joe Calhoun](https://quotientwealth.com/wp-content/uploads/2023/09/Joe-Calhoun-Headshot-1-300x300.png)
Joe Calhoun, CFP®
Senior Associate, Wealth Advisor
![Headshot of Toni Mayr](https://quotientwealth.com/wp-content/uploads/2023/09/Toni-Mayr-Headshot-1-300x300.png)
Toni E. Mayr
Senior Associate, Client Service Specialist
![Headshot of Angelina Sanchez](https://quotientwealth.com/wp-content/uploads/2023/09/Angelina-Sanchez-Headshot-1-300x300.png)
Angelina Sanchez
Senior Associate, Client Service Specialist
![Headshot of Garrett Guidotti](https://quotientwealth.com/wp-content/uploads/2023/09/Garrett-Guidotti-Headshot-1-300x300.png)
Garrett Guidotti
Vice President, Wealth Advisor
![William Geist Headshot](https://quotientwealth.com/wp-content/uploads/2024/07/William_Geist_Headshot-No-Background-300x300.png)
William Geist
Business Development Associate
Houston, TX
![Headshot of Jared Davis](https://quotientwealth.com/wp-content/uploads/2023/09/Jared-Davis-1-300x300.png)
Jared Davis, CFP®, MBA
Partner, Senior Wealth Advisor
![Headshot of James Warburton](https://quotientwealth.com/wp-content/uploads/2023/09/James-Warburton-Headshot-1-300x300.png)
James Warburton, CFP®
Partner, Senior Wealth Advisor
![Headshot of Matt Davis](https://quotientwealth.com/wp-content/uploads/2023/09/Matt-Davis-Headshot-1-300x300.png)
Matt Davis, CFP®
Partner, Senior Wealth Advisor
![Headshot of Anthony Love](https://quotientwealth.com/wp-content/uploads/2023/09/Anthony-Love-Headshot-1-300x300.png)
Anthony Love, CFP®, CPA, PFS
Managing Director, Senior Wealth Advisor
![Headshot of Brenda Golden](https://quotientwealth.com/wp-content/uploads/2023/09/Brenda-Golden-Headshot-1-300x300.png)
Brenda Golden
Director, Business Service Analyst
![Headshot of Kevin Wilson](https://quotientwealth.com/wp-content/uploads/2023/09/Kevin-Wilson-Headshot-1-300x300.png)
Kevin Wilson, CFP®
Vice President, Wealth Advisor
![Headshot of Colin Faulk](https://quotientwealth.com/wp-content/uploads/2023/09/Colin-Faulk-Headshot-1-300x300.png)
Colin Faulk
Senior Associate, Financial Planner
![Headshot of Owen Pink](https://quotientwealth.com/wp-content/uploads/2023/09/Owen-Pink-Headshot-1-300x300.png)
Owen Pink
Senior Associate, Client Service Specialist
![Headshot of Vincia Le Blanc](https://quotientwealth.com/wp-content/uploads/2023/09/Vincia-Leblanc-Headshot-1-300x300.png)
Vincia Leblanc
Senior Associate, Client Service Specialist
Morristown, NJ
CFP® – Certified Financial Planner
The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions. In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.
CFA ® – Chartered Financial Analyst ®
The CFA® charter is a credential awarded by the CFA Institute to individuals who meet its education, examination, sponsorship, experience, and ethics requirements. To earn a CFA charter, eligible candidates must have four years of qualified investment work experience, become a member of the CFA Institute, adhere to the Code of Ethics and Standards of Professional Conduct on an ongoing basis, and complete the CFA program, which requires the passage of three separate six-hour examinations. Topics tested by the CFA Institute include ethical standards, quantitative methods, economics, financial reporting, corporate finance, equities, fixed income, derivatives, alternative investments, and portfolio management.
CRPC® – Chartered Retirement Planning Counselor
The CRPC® designation is a retirement planning credential awarded by the College for Financial Planning to individuals who meet its educational, examination and ethical requirements. Certificants are required to have completed the CRPC Designation Program, a self-taught educational program focused on various pre- and post-retirement needs of individuals. Recipients are further required to have successfully passed a multiple-choice examination addressing a range of retirement related matters, such as estate planning and asset management. On an ongoing basis, CRPC designees are also required to affirm their adherence to the applicable Code of Ethics and complete at least 16 hours of continuing education every two years.