OUR TEAM

Roy Mullin is legendary at creating growth opportunities for companies and investors. An entrepreneur most of his career, one of Roy’s first successes was founding and profitably selling a home health agency. When Roy entered the world of finance, he won a 5-year battle to acquire Southwest Airlines as one of his first major clients. He partnered with Manning and Napier, a boutique money management firm, and gathered more than $2.3 Billion of assets into the funds they added to the Southwest Airlines retirement plan. 

His expertise includes securities, mortgages, insurance, and he is Principal of his own Registered Investment Advisory firm.

After an award-winning career in music education, Allen joined the financial services industry in 1999, and is a sought-after trainer and mentor. 

He manages much of the operations and logistics needs of the company. Allen’s career has spanned the securities, mortgage, and insurance industries.

Allen is a performing musician and enjoys traveling with his wife. They split time residing in Taos, New Mexico and Austin.

With over fifteen years of experience as a financial executive, management consultant, and business owner, Evan has developed a hands-on, collaborative, servant leadership style. Although his career began as a CPA, with both a BBA and MPA from the University of Texas, he enhanced his skills as a CFO with an MBA in Entrepreneurship from the innovative and prestigious Acton School of Business. In 2015 and 2016, he was nominated for Austin Business Journal’s Best CFO in Austin. Evan thrives in the growth phase of a business, and he enjoys coaching his teammates toward mastering their roles while creating an exceptional experience for their customers.

Evan is the former Chair of the Executive Board for Big Brothers Big Sisters of Central Texas.