Operations Team

Linda Stoeltje
Financial Manager

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

Kay Bryan
Special Projects Manager

Kay uses her broad experience in the firm to work with the research and administrative teams on special projects.  She joined the firm in 1996 after working for over 10 years as an executive assistant in Dallas, Texas.

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 at Austin.

Debbie Sosebee
Operations Manager

Debbie is the firm’s operations manager. She joined the firm in 2002. From 1974 to 2002, she raised three children and was an active school leader and volunteer.

Julie Wilkinson
Operations Specialist

Julie is an operations specialist for Terry McDaniel & Company.  She joined the firm in 2007 and received her B.B.A. from St. Edward’s University in Business Administration.

Lily Matthews
Office Assistant

Lily joined the firm in November of 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.  She also studied hotel and restaurant management.