Client Services Team

Vickie Klepper, CFP (R)
Client Services Manager

Vickie joined the firm in 2017. She received her B.B.A. in Finance from the University of Houston in 1988. Vickie assists clients in the administration of their investment accounts and facilitates tax, trust and estate planning with their professionals in those areas. She has worked in the financial industry since 2009. She is a past-President of the Travis County Medical Alliance and is a member of the Financial Planning Association and the Estate Planning Council of Central Texas.

Mollie McDaniel, CWS
Client 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.