Client Service Team

Diane Post
Investment Services Manager

Diane works with clients and their legal and tax professionals in the areas of trust and estate planning.  She joined the firm in 1999 after a 30-year career in the Trust Department with Bank of America.  She received her B.B.A. from Baylor University in 1968.

Mollie McDaniel
Investment Services Manager

Mollie works with clients and their legal and tax professionals in the areas of trust and estate planning.  She joined the firm in 2013 from BBVA Compass Bank where she served as Trust Officer.  She received her B.A. from Lamar University and holds the credential of Certified Wealth Strategist.  She is a member of the Estate Planning Council of Central Texas.