Dallas, TX Office

Michelle Holmes is a financial advisor with Americana Partners, LLC in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, Merrill, and Purshe Kaplan Sterling Investments. She serves as Vice President of Scholarships and Grants for the Civic League and is a board member for both Page's Place, assisting young single mothers, and the Valwood Improvement Authority, which oversees local flood control infrastructure projects. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a diverse range of investment vehicles and incorporating alternative and privately placed investments for eligible clients.

William Busch is a CFP® professional with 18 years of experience in the financial services industry. He is currently a managing director and founding partner at Americana Partners, LLC, where he has worked since 2019. His prior experience includes roles at Morgan Stanley, Purshe Kaplan Sterling Investments, and UBS Financial Services. Americana Partners provides financial planning, discretionary investment management, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios using a range of investment vehicles and third-party managers, and offers integrated family-office administrative services.

John Carlisle is a financial advisor at Americana Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Jefferies LLC and Morgan Stanley & Co. Incorporated. Outside of his advisory role, Carlisle is a member and owner of Five Pesos Partners LLC, a ticket brokerage business. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a range of investment vehicles and strategies.

Joshua Caltrider is a financial advisor at Americana Partners, LLC with 14 years of industry experience. He holds a Series 66 license and has worked previously at Morgan Stanley and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in insurance services as an owner and agent of an insurance agency. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management using a range of investment vehicles and incorporates alternative and privately placed investments for eligible clients.

Michael Schaufele is a financial advisor with Americana Partners, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at Goldman, Sachs & Co. and Purshe Kaplan Sterling Investments, Inc. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a broad range of investment vehicles including mutual funds, ETFs, individual securities, options, and alternative investments.