Tom Yager, CIMA® , ChFC®
Investment Advisor Thomas is a seasoned financial services professional with a strong track record in investment consulting, retirement planning, and risk assessment. As an Investment Advisor, Thomas takes a proactive approach to client engagement and portfolio management. He is dedicated to delivering high-quality work focused on achieving goals and providing an exceptional client experience. Known […]
Ed Kreusel, CFA
Investment Advisor Ed is a seasoned financial professional with over two decades of experience in portfolio management, investment strategy, and risk mitigation. Throughout his career, he has held senior leadership positions at prominent financial institutions, where he has demonstrated a deep expertise across fixed income, equities, alternative assets, and asset liability management. Ed has successfully […]
Laura Cantu
Portfolio Manager Laura has over seven years of industry experience supporting financial planners and investment advisors with client portfolios and investment operations. She is a natural leader who thrives in fast-paced environments and is dedicated to the success of her clients. Laura’s drive, determination, and attention to detail are key strengths that contribute to her […]
Jared Hunt
Senior Portfolio Manager Jared has over nine years of experience developing, monitoring, and managing investment portfolios. He is skilled at researching stock market trends, economic forecasts, and providing portfolio recommendations based on his research. As Senior Portfolio Manager, Jared serves as both a trusted investment professional and a team leader partnering with investment advisors, clients, […]
Eric M. Gallardo, CIMA®
Institutional Portfolio Manager Eric is dedicated to serving our clients by cultivating genuine, long-lasting relationships and strategically guiding them to success in meeting their financial goals. His knowledge and experience are focused on recommending actions to improve finances, reconciling transactions through data comparisons and corrections, monitoring budgets through data input and validations, financial forecasting and […]
Stephen Bell
Portfolio Manager Stephen has over 6 years of industry experience conducting comprehensive portfolio reviews, developing financial plans, and building genuine client relationships. With knowledge of investment management, trust administration, estate planning, real estate and mineral management, operational compliance, and account creation and maintenance, he is well-equipped to partner with clients to meet their needs successfully. […]
Lee Przybyla, CFP ®
Vice President Financial Planning Serving as the strategic and technical leader of the firm’s financial planning services, Lee elevates both the client and advisor experience. She combines her leadership skills, technical knowledge, and collaborative execution techniques to ensure clients receive consistent, high-quality, values-aligned planning. By overseeing the delivery of sophisticated strategies in areas such as […]
Tyler Davies
Partner | Investment Advisor Investment Committee Member Tyler works closely with clients to identify their personal and financial goals while building investment portfolios that align with their lives. He takes seriously his role to educate clients and find where goals and risk tolerance meet to build a portfolio that accomplishes what they seek. His strength […]
Scott R. McMillian, CPA, CFP®
Founder Partner Emeritus Scott co-founded Sendero® with the philosophy of protecting and caring for families as if they were his own. He and Fred Middleton created a firm that offers distinct, conflict-free stewardship strategies. Scott has spent decades helping families plan for their financial futures. He worked at one of the nation’s Bix Six accounting […]
Gregg E. Muenster, PhD
Senior Philanthropic Advisor Gregg established Sendero’s philanthropic division. He works closely with private foundation boards to bring them sophisticated solutions. Strategic planning and education are tools used to create a charitable plan that moves beyond the mission statement. Gregg has designed a program that puts the joy back in giving by utilizing technology to build […]