Heather Fortune Vestweber

Founding Partner

Historical Relationship Tenure: 20 years

Years of Experience: 30 years

Educational Background

  • University of Iowa, BS, Business

Designations/Certifications/Classes

  • Wells Fargo Family Dynamics Training
  • Wells Fargo Business Succession
  • Norwest College of Credit
  • Cannon Trust School I

Other Notable Information

  • Niche is working with the financial problems marital disputes create
  • Trust and estate planning expertise
  • Tax planning and management expertise
  • P&C/health insurance management expertise
  • Budgeting and bill pay expertise

Dave Arens

Founding Partner

Historical Relationship Tenure: 20 years 

Years of Experience: 37 years 

Educational Background 

  • University of Iowa, MA, Economics 
  • University of Iowa, BA, Zoology 

Designations/Certifications/Classes 

  • Graduate, ABA School of Banking Colorado 
  • Graduate, Cannon Trust School I & II 
  • Graduate, Wells Fargo Business Succession Planning I & II 
  • Graduate, Wells Fargo Family Dynamics Training 

Other Notable Information 

  • Niche is business owners and success planning 
  • Trust and estate planning expertise
  • Tax planning and management expertise 
  • P&C/health insurance management expertise 
  • Budgeting and bill pay expertise

Chris Casey

Founding Partner

Historical Relationship Tenure: 13 years 

Years of Experience: 37 years 

Educational Background 

  • Troy State University, BA, Finance 

Designations/Certifications/Classes 

  • Graduate, ABA School of Banking Colorado 
  • Graduate, Cannon Trust School I & II 
  • Graduate, Wells Fargo Business Succession Planning I & II 
  • Graduate, Wells Fargo Family Dynamics Training 

Other Notable Information 

  • Niche is unique income solutions for clients after they retire or sell their business or other assets
  • Member of our Investment Committee
  • Leads the firm’s asset allocation and optimization process to create efficient investment portfolios
  • Board of the Greater Cedar Rapids Community Foundation, and served on their Investment Committee, Development Committee and Linn County Grant Committee
  • Past President of the Cedar Rapids Public Library Foundation Board
     

Brett Halley

Founding Partner

Historical Relationship Tenure: 11 years

Years of Experience: 29 years

Educational Background

  • University of Iowa, MBA
  • University of Iowa, BS, Investment Finance

Designations/Certifications/Classes

  • Chartered Financial Analyst (CFA®) 

Other Notable Information

  • Niche is institutional investing
  • Member of the Investment Committee 
  • Directs our fixed income investing

David Holtorf

Founding Partner

Years of Experience: 24 years

Educational Background

  • University of Nebraska - Lincoln, Studied both Psychology and Music Performance

Other Notable Information

  • Niche is farm families, retirement income planning and cash flow planning 

Michelle Acton

Partner

Historical Relationship Tenure: 25 years

Years of Experience: 36 years

Educational Background

  • Attended Midland College’s Paralegal Studies Program

Designations/Certifications/Classes

  • Graduate, Cannon Trust Schools I, II and III

Other Notable Information

  • Michelle joined the trust department of First City National Bank in Midland, Texas, in 1985. She experienced multiple bank mergers and acquisitions but is proud to say she always went where the clients went.
  • Michelle’s niche is working with institutional clients such as universities, foundations and charitable organizations.
  • Complementing her niche, Michelle also specializes in working with multigenerational families and with families that have legacy assets such as oil, gas and minerals.
  • Budget and bill pay expertise

Gayle Fincher

Partner

Historical Relationship Tenure: 22 years

Years of Experience: 36 years

Educational Background

  • Angelo State University

Designations/Certifications/Classes

  • Trust Administration, ABA
  • Investments II, ABA
  • Wealth Management and Trust Fundamentals, ABA
  • Generations Program, Graduate

Other Notable Information

  • Gayle’s niche is working with multigenerational families. Gayle is among a small number of advisors in the industry that have experience working with three or four generations of a family. Gayle notes she feels it is such an honor and is so meaningful to have these multigenerational relationships. The result is like becoming a part of that family in many ways.
  • Expertise in trust and estate planning
  • Private banking, budget and bill pay services

Bryan Jarman

Partner, Portfolio Manager

Historical Relationship Tenure: 9 years

Years of Experience: 22 years
 
Educational Background

  • Johns Hopkins University, MS, Finance
  • Arizona State University, BS, Finance and BS, Economics
  • Minors, Russian and International Business

 
Designations/Certifications/Classes

  • Chartered Financial Analyst (CFA®)
  • Johns Hopkins University, Graduate Certificate in Investments

 
Other Notable Information

  • Bryan’s niche is working with endowments and foundations.
  • Member of the Private Wealth Investment Committee.
  • Bryan has also spent more than a decade working closely with multigenerational families.

Russell Samples

Founding Partner

Historical Relationship Tenure: 9 years

Years of Experience: 28 years

Educational Background

  • University of Texas, BA, Business Administration with Honors

Designations/Certifications/Classes

  • Certified Trust and Financial Advisor, American Bankers Association/Institute of Certified Bankers (CTFA®)
  • Graduate of the Texas School of Trust Banking
  • Graduate of Cannon Trust School I, II and III
  • Graduate of the Darla Moore School of Business, University of South Carolina, Graduate School of Bank Investments and Financial Management

Other Notable Information

  • Russell’s area of specialty is in managing wealth and financial planning for high-net-worth individuals, families and foundations
  • Niche in working with business owners and succession planning
  • Trust and estate planning expertise
  • Tax planning and management expertise
  • Budgeting and bill payment expertise

 

Debra Wilkens

Founding Partner

Historical Relationship Tenure: 13 years

Years of Experience: 15 years

Educational Background

  • Baylor University, BA, Business Administration and Political Science (Summa Cum Laude / Valedictorian)

Designations/Certifications/Classes

  • Chartered Financial Analyst (CFA®)

Other Notable Information

  • Specializes in building customized investment portfolios to meet the unique needs of high-net-worth individuals, families, foundations and endowments
  • Member of the Investment Committee
  • Active member of the CFA® Society of Austin

 

Bryan Frazier

Partner, Head of Energy Asset Management

Years of Experience: 15 years in oil and gas industry

Educational Background

  • The Robert Gordon University, MBA, Oil & Gas

Management

  • Texas Christian University, BBA, Marketing Designations/Certifications/Classes
  • Certified Professional Landman (CPL®)

Other Notable Information

  • Bryan worked as a land manager (landman) for five years, running multiple land teams, prior to embarking on the mineral management side. He then oversaw company-owned mineral interests for two years.
  • He has spent more than 10 years as a fiduciary, managing client mineral interests across the country.
    • Clients have included families, municipalities, universities, trusts and estates with such assets representing in excess of $1 billion in value.
  • Involved with his local church for more than 20 years.
  • Currently serves on the board for the National Association of Royalty Owners (NARO) for the State of Texas.
  • Held various roles within the American Association of Professional Landmen (AAPL).

Rodney Kleman

Partner, Head of Real Estate Asset Management

Historical Relationship Tenure: 10 years

Years of Experience: 29 years

Educational Background

  • Texas A&M University, BS, Animal Science, Cum Laude

Designations/Certifications/Classes

  • Graduate Wells Fargo College of Credit

Other Notable Information

  • Rodney’s specialty is farm and ranch property management including surface management and negotiations in energy production.
  • Rodney’s breadth of prior experience has him uniquely positioned to understand and serve families with farm and ranch land. He began his career with ground-level, hands-on, farm and ranch management. He then worked as a lender and credit advisor to agricultural businesses. Most recently, Rodney has been acting as a fiduciary, managing multiple families’ farm, ranch and energy asset legacies.

Bryan Johnson

Chief Executive Officer, Founding Partner

Years of Experience: 33 years

Educational Background

  • Morningside University, BA in Business Administration and BA in Mass Communication

Designations/Certifications/Classes

  • Certified Financial Planner (CFP®)

Other Notable Information

  • Bryan and his leadership team won multiple performance-based awards at Wells Fargo.
  • He was a regular instructor at Coaching with Impact Programs, designed to develop better leaders, and the Advising with Impact Program, created to deepen the advisor’s knowledge and skills.
  • Bryan leads the Compensation Committee.
  • Bryan brings his experiences of growing up on a Midwestern farm and running a business for 28 years to help farmers and business owners create effective estate and transition plans.

Timothy Kneen

Chairman of the Board, Founding Partner

Years of Experience: 36 years

Educational Background

  • University of Denver, BS, Public Affairs/Economics

Designations/Certifications/Classes

  • Certified Investment Management Analyst, The Warton School, University of Pennsylvania (CIMA®)

Other Notable Information

  • Timothy was the 2007 recipient of the Tom Gorman Award for Lifetime Service to the Investment Management Industry.
  • Timothy was named Top 100 Investment Consultants in America by Barron’s in 2000, and #1 ranked consultant in Colorado.
  • Specialist in working with business owners, family offices and institutional investors. 
  • Tim has founded five companies from scratch, bought several others and has exited all of them selling some to strategic buyers, some to financial buyers and some private equity. 
  • Tim leads our investment banking work, serves on our Investment Committee and chairs our board of directors.
     

Jeff Shipley

President, Founding Partner, Head of Corporate Development

Years of Experience: 27 years

Educational Background

  • Texas A&M University, BA, Psychology and Economics

Other Notable Information

  • Jeff brings more than 25 years of private banking experience to the team.
  • Jeff has extensive experience developing teams to reach their fullest potential, most recently providing strategic leadership to more than 1,000 team members across a 21-state region. He is driven by results, delivering outstanding experiences for clients every step of the way.
  • Jeff is very active in the community, serving in leadership roles for some of the largest nonprofit organizations in Houston including Board Director for Houston Methodist Hospital, Chairman of the Board of Cynthia Woods Mitchell Pavilion, Advisory Director at Texas Children’s Cancer Center, Chairman of the Board for Interfaith of the Woodlands, and the Director/Finance Chair for the Woodland United Methodist Church.