Matthew Krauss is a CFA® charterholder with 12 years of industry experience. He is currently with Corient, where he has worked since 2022, including time at Corient Services LLC and CIPW Service Company, LLC. Prior to joining Corient, Krauss was with RGT Wealth Advisors, LLC for 13 years. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and employs various risk management tools and alternative investment options.

David Jeffery is a CFP® and CFA® based in Dallas, TX, with four years of industry experience. He currently serves at Corient and has previously worked at RGT Wealth Advisors and American Airlines. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house security strategies with third-party managers and customized asset allocation, utilizing risk management tools and private fund platforms.

Claire Foster is a CFP® professional based in Dallas, TX, with three years of industry experience. She has worked at Corient since 2022 and previously held positions at RGT Wealth Advisors and KPMG. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates internal and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

B. Voigt is a financial advisor with Corient in Dallas, TX, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. Prior to joining Corient in 2026, Voigt spent ten years with Kestra Advisory and Kestra Investment Services. Outside of advisory work, Voigt is a limited partner in an estate planning-related entity and has been involved as a member and limited partner in other business ventures since the 1980s. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management tools.

Braden Howell is a CFP® professional based in Dallas, TX, with 20 years of industry experience. He is currently an advisor at Corient, having joined the firm in 2025. Prior to Corient, Howell worked at MPA Wealth, LLC and Messick Peacock & Associates, among other financial services firms. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments when appropriate.

Jamie Radke is a financial advisor at Corient with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory and Kestra Investment Services. In addition to his advisory role, he is an operations manager and office manager at Smith, Frank & Partners, LLC, where he also supports the insurance department. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings through affiliates.

Steven Novak is a financial advisor with Corient in Dallas, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and RGT Wealth Advisors. He also serves as a guest lecturer and adjunct professor at the University of Kansas, teaching a course on estate planning for CFP and personal financial planning students. Corient serves a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based investment approach that combines in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Laura Lee is a CFP® professional with four years of experience in the financial industry. She currently works at Corient and previously spent nine years at RGT Wealth Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and utilizes advanced risk management tools to align portfolios with client objectives.

Carl Wagner is a financial advisor at Corient with a Series 65 designation and four years of industry experience. Prior to joining Corient, he worked at Lincoln Property Company for 16 years. Carl is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm utilizes a goals-based, team investment approach combining in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Christopher Messick is a CFP® with 32 years of industry experience, currently serving at Corient since 2025. Prior to joining Corient, he worked at firms including Northwestern Mutual Investment Management for 26 years and various entities under the Messick Peacock name. He is a board member of the Jesuit Foundation and the Ursuline Foundation, assisting with investment management decisions. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team approach that integrates in-house strategies with third-party manager solutions. The firm offers specialized services through affiliates and emphasizes continuous portfolio monitoring and risk management.

Michael Shockley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. His prior experience includes a 24-year tenure at Rgt Wealth Advisors, LLC, followed by roles at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach, combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Laura Maxfield is a CFP® and holds a Series 65 license with 16 years of industry experience. She is currently with Corient, where she has worked since 2022, having previously held positions at Rgt Wealth Advisors, LLC and LEE Financial Company, LLC. Maxfield is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and specialized offerings such as family office and trustee services.

Charles Thoele is a CFA® charterholder with 23 years of industry experience, currently serving at Corient in Dallas, TX. His prior experience includes over three decades at RGT Wealth Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Sital Rahman is a financial advisor at Corient with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at UBS, Stavis & Cohen Private Wealth, and Purshe Kaplan Sterling Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates internal strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Jerome Deren is a financial advisor at Corient with 10 years of industry experience. He holds the Series 66 and Series 65 designations and previously worked at Summit Trail Advisors, Tiedemann Wealth Management, and Presidio Capital Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Jacob Siadek is a CFP® professional with experience in the financial advisory industry since 2018. He is currently with Corient, where he has worked since 2024, following prior roles at Saville and Tolleson Wealth Management. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and offering specialized services including private fund capabilities.

Alex Taylor is a CFP® professional based in Dallas, TX, with 14 years of industry experience. He currently serves as an advisor at Corient, joining the firm in 2025 after roles at MPA Wealth, LLC and Raymond James Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach that integrates internal strategies with third-party managers and incorporates risk management tools and alternative investment options as appropriate.

Austin Mitchell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. His prior experience includes roles at Raymond James Financial Services and Northwestern Mutual, where he worked for over 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Katherine Robertson is a Series 66-credentialed advisor at Corient with 23 years of industry experience. She previously worked at Smith, Frank & Partners and Kestra Advisory, with a longstanding connection to Kestra Investment Services, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach with continual portfolio monitoring and risk management tools. The firm offers specialized services through affiliates, including private fund capabilities and corporate trustee services.

Jeremy Hudson is a CFP® with 19 years of industry experience currently advising at Corient. His prior roles include a decade at RGT Wealth Advisors, LLC, and positions at CIPW Service Company, LLC and Corient Services LLC. He is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.