Scott R. McMillian, CPA, CFP®
® ® ® Founder 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 […]
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 […]
Fred W. Middleton
Founder 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 modern wealth management in San Antonio. Fred remains actively involved at a high level of the firm. Participating in regular partner and investment meetings. He takes client satisfaction personally. […]
Edward A. Hart
Partner | Chairman Ed has been an investment advisor for more than two decades. He began his career working with entrepreneurs in manufacturing and technology before earning his MBA in finance. He enjoys working with entrepreneurs, executives, and families, helping them navigate the future. Ed thrives on engaging in conversations with people. His genuine interest […]
Anne Buckthal Chilton, CFA
Partner | Investment Advisor Anne has spent her career in finance and is a Certified Financial Analyst (CFA). As an investment advisor, Anne is actively engaged in guiding clients to achieving their goals, identifying new ones and managing the day-to-day running of portfolios. Many of our female clients enjoy having a woman advisor to work […]
Elizabeth Flavin Crawford
Partner | Chief Executive Officer Liz has been in the asset management business working with sophisticated families and institutions for over 28 years. Her extensive experience in the private bank sector, trust services, and institutional asset management provides the background and leadership to help Sendero® clients navigate investment and family issues. As Chief Executive Officer, […]