Lee Przybyla, CFP®
Senior Portfolio Manager Lee joins Sendero® with over 15 years of comprehensive wealth management experience and a career built on focusing on client success. Prior to joining Sendero®, Lee gained […]
Vance J. Haggerty
Portfolio Analyst As a Portfolio Analyst, Vance supports a team of Portfolio Managers by conducting portfolio analysis, preparing reports, observing portfolio performance, and considering historical trends. His international business and […]
Todd C. Wnuk, CFP®, CTFA
Senior Portfolio/Relationship Manager Todd joins Sendero® with 30 years of experience advising clients on comprehensive wealth management solutions. His breadth of experience across investment management, estate planning, trust administration, insurance, and […]
Austin Sanders
Portfolio Analyst As a portfolio analyst, Austin is part of the investment and research team, generating materials for a variety of projects and providing support to the due diligence process. […]
Nathan Gonzalez, CFP®
Portfolio Manager Nathan is a Portfolio Manager at Sendero®. He is a Certified Financial Planner® and works closely with the investment team, helping clients achieve their long-term goals. Nathan is responsible […]
Tyler Davies
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 […]
Scott R. McMillian, CPA, CFP®
Partner Chairman CCO, Sendero Securities Investment Committee Member Scott co-founded Sendero® with the philosophy of protecting and caring for families as if they were his own. He and Fred Middleton […]
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 […]
Fred W. Middleton
Partner Investment Committee Chairman Emeritus Fred has spent his life stewarding the financial futures of clients, family, and friends. He is co-founder of Sendero® and creator of the concept of […]
Franklin C. Davis IV, CFP®, CMT®
Portfolio Manager Franklin uses his Chartered Market Technician® (CMT) and CERTIFIED FINANCIAL PLANNERTM certification daily as a portfolio manager at Sendero®. His mastery of investment risk in portfolio management combined […]