Your story.
Our expertise.
One team.

As a partner-led firm, Sendero is comprised of strategists and global financial experts with diverse and complementary backgrounds that build, manage, protect and implement wealth solutions. Our areas of expertise spread across multiple generations and each member of our team brings unique strengths and experiences to create tailored portfolios.
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The foundation that we built our firm on is taking care of friends and family.

Fred W. Middleton

Partner | Chairman Emeritus

Back: Scott R. McMillian; John B. Rowsell, PhD; Edward A. Hart
Front: Fred W. Middleton; Elizabeth Flavin Crawford; Roy H. Trice

Our Team

Personal attention and focus. We offer unbiased advice and personalized investment strategies to help preserve, protect, and grow our clients’ assets. Our team of dedicated experts deliver comprehensive wealth management solutions.

 

Brenda D. Allen

Brenda D. Allen

Senior Operations Specialist
AML Compliance Officer
Jenifer T. Brown

Jenifer T. Brown

Vice President, Strategic Partnerships
Anne Buckthal Chilton, CFA

Anne Buckthal Chilton, CFA

Senior Porfolio Manager
Diane Connor

Diane Connor

Client Relationship Specialist

David H. Coull

David H. Coull

Senior Systems Administrator

Elizabeth Flavin Crawford

Elizabeth Flavin Crawford

Partner
Chief Executive Officer
David Dale

David Dale

Director of Information Technology

Tyler Davies

Tyler Davies

Investment Advisor

Franklin C. Davis, IV CFP

Franklin C. Davis, IV CFP

Portfolio Manager

Amaury de Barros Conti

Amaury de Barros Conti

Partner
Vice President Investments

Kaela B. Eby

Kaela B. Eby

Client Relationship Specialist

Shawna Frerich

Shawna Frerich

Assistant Controller

Carmen M. Goerges

Carmen M. Goerges

Partner Liaison
Foundations Specialist

Edward A. Hart

Edward A. Hart

Partner
President

Rahnae Johnson

Rahnae Johnson

Client Relationship Specialist

Lisa G. Kahn-Smith

Lisa G. Kahn-Smith

Chief Compliance Officer

Patrick Kenary

Patrick Kenary

Senior Strategist for Sendero Partners

Rodrigo Lopez

Rodrigo Lopez

Financial Analyst

Tara D. Maxwell PHR, SHRM-CP

Tara D. Maxwell PHR, SHRM-CP

Partner
Vice President

Kayde Jones McCormick

Kayde Jones McCormick

Marketing Coordinator

Scott R. McMillian CPA, CFP

Scott R. McMillian CPA, CFP

Partner
Chairman

Fred W.	Middleton

Fred W. Middleton

Partner
Chairman Emeritus

Gregg E. Muenster, PhD

Gregg E. Muenster, PhD

Senior Philanthropic Strategist

Ariel Palomo, Jr.

Ariel Palomo, Jr.

Senior Client Relationship Specialist

Debbie A. Ponzio

Debbie A. Ponzio

Client Experience Associate

Fabian J. Rodriguez

Fabian J. Rodriguez

Senior Portfolio Manager

John B.	Rowsell, PhD

John B. Rowsell, PhD

Partner | Chief Strategist

Adam D. Roth

Adam D. Roth

Accountant

Roy H. Trice

Roy H. Trice

Partner
SFE Family Office

George Watson

George Watson

Operations Manager

Cindy Wyatt

Cindy Wyatt

Human Resources Associate

Investment Management

Family Office

Family Foundations

Women & Wealth

Family Legacy

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Let’s discuss your financial future.

Insights

Vacations and the Market

For the last few years, I have tried to alternate our family summer vacations between relaxation and education: beach one year, museums the following year. In 2020, our plan was to go to Philadelphia and Washington, D.C., but that did not happen, and we ended up...

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