Operations Team

Linda Stoeltje
Financial Manager

Linda joined the firm in 1994. She handles all of the company’s accounting and finances. From 1966 to 1994, she was with Suburban Trust Company, Endicott Johnson Shoe Manufacturing Co. and the Mental Health Association in Texas.

Kay Bryan
Special Projects Manager

Kay joined the firm in 1996 after working for over 10 years as an executive assistant in Dallas, Texas. She uses her broad experience in the firm to work with the research and administrative teams on special projects. She serves regularly as a volunteer at Community First! Village where affordable housing and a supportive community is provided for the disabled and chronically homeless.

Dina Mason
Office Manager/Chief Compliance Officer

Dina joined the firm in 2014 after working in public education for 28 years. She earned her B.S. in Elementary Education from Pan American University and a M.Ed. in Educational Administration from the University of Texas.

Debbie Sosebee
Operations Manager

Debbie joined the firm in 2002. She is in charge of trade settlement and the firm’s portfolio accounting systems. From 1974 to 2002, she raised three children and was an active school leader and volunteer.

Julie Wilkinson
Operations Specialist

Julie joined the firm in 2007. She received her B.B.A. from St. Edward’s University. She shares in trade settlement and portfolio accounting duties.

Lily Matthews
Office Assistant

Lily joined the firm in 2014 after working in the restaurant industry for five years. She earned an Associate’s Degree in Culinary Arts from Austin’s Le Cordon Bleu College in 2012 and was certified as a Patisserie Chef by the same institution in 2014.