My Team

My team and I have worked hard to establish a wealth management practice founded on meaningful relationships and doing what is right and in the best interest of our clients and their families. We focus on what motivates and inspires our clients, supporting their goals and providing the highest quality service as they strive to leave a lasting financial legacy for future generations.

 
Cassandra Lizeth Tello

Cassandra Lizeth Tello

Director of Client Services
Office 214-525-1077

Cassandra manages:

  • Client services, including scheduling appointments, handling applications, billing inquiries and account updates

  • Underwriting – ensuring a smooth and streamlined experience with regular updates

  • Marketing assistance

Cassandra enjoys sports of all kinds, especially watching the Cowboys. She resides in Dallas with her husband, Wilson, and beautiful daughter, Naomi. She is currently studying for her accounting degree.

 

Karin V Larrave

Wealth Management Advisor

 

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