Lori Givens is a CFP® professional at Align Financial Advisors, LLC with 13 years of industry experience. She has previously worked at Wheat-Givens Financial, LLC and United Planners' Financial Services. Givens serves as a board member for Koelling & Associates, Inc., an industrial supplies company based in Dallas, TX. Align Financial Advisors, LLC provides asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs various analytical methods and invests across mutual funds, ETFs, and equities, offering discretionary and non-discretionary portfolio management.

Jeffrey Sandt is a financial advisor at Align Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at USAA and Systemware. Align Financial Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs various analytical methods and offers both discretionary and non-discretionary portfolio management across mutual funds, ETFs, and equities.

Karla Martin is a financial advisor at Align Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Wheat Givens Financial, Ember Financial Services, LLC, and in legal roles at The Ramage Law Group and The Law Offices of Kimberly J Munson. Outside of advising, she provides personal bookkeeping services. Align Financial Advisors, LLC offers asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs a variety of analytical methods and invests across mutual funds, ETFs, and equities while managing market, liquidity, and concentration risks.