Our Process


Evaluate

  • Client interview
  • Gather family, occupation, and recreational goals
  • Evaluate current financial situation in light of those goals

Execute

  • Orchestrate changes
  • Follow-through

Evolve

  • Stay fluid and dynamic
  • As your stage of life changes, we help anticipate your future needs
Connecting our clients' Family , Occupational , and Recreational goals with their Money .
Our Approach

Integrated Wealth Management

bringing together investment management, tax planning and preparation, financial planning, and estate planning for a truly comprehensive approach to wealth management.


Investment Management

Globally diversified portfolios with a focus on value opportunities in the market. Our in house team of analysts, portfolio managers, and traders oversee our clients investments.

Tax

Prepared by our in house team of experts that file returns, generate tax projections, and evalute tax implications specific to situations.

Financial Planning

Crafted with our in house team of experts with backgrounds in law, accounting, estate planning, and financial planning that execute our planning process.

Estate Planning

Coordinate all aspects of our clients financial picture into their estate plans. "If it is not integrated, it is fragmented."

videos


NEWEST VIDEOS

Join David Yepez, and Tim Courtney, our CIO, as they discuss the current market status, developments within the industrial sector, and future changes within our SELECT Strategy.

Created On: 05/02/19

Tim Courtney, CIO of Exencial Wealth Advisors, provides an update on recent market activity

Created On: 12/17/18

B. Riley FBR managing director Art Hogan, Nuveen chief investment strategist Brian Nick and Exencial Wealth Advisors CIO Tim Courtney discuss the markets, which are paring losses that were triggered by President Trump’s announcement of plans to implement U.S. tariffs on steel and aluminum.

Created On: 05/02/18

Join Tim Courtney, CIO, David Yepez and Rich Erwin in our most recent Outlook video. Tim discusses global market volatility as well as macroeconomic and microeconomic factors that may come into play later this year While Rich and David explain new stocks they're introducing to our SELECT portfolio.

Created On: 05/02/18

Join David Yepez, Rich Erwin, and Tim Courtney, our CIO, as they discuss the current market status, developments within the industrial sector, and future changes within our SELECT Strategy.

Created On: 05/02/18

Our Team


We provide a collaborative, team approach to Wealth Management.

John Burns Chief Executive Officer
Tim Courtney Chief Investment Officer
Matt Ventura Managing Director/Sr. Wealth Advisor
Philip "Rusty" Ross Sr. Wealth Advisor
Jared Snider Sr. Wealth Advisor
John Brown Sr. Wealth Advisor
Monica Sipes Sr. Wealth Advisor
David Totah Sr. Wealth Advisor
Jerry Georgopoulos Co-Founder/Consulting Advisor
Tom McGuigan Principal/Wealth Advisor
Kristin Carlton Wealth Advisor
Conrad Netting Sr. Wealth Advisor
Don Pace Sr. Wealth Advisor
Richard Erwin Sr. Analyst/Portfolio Manager
Austin Winsett Wealth Advisor
Jean Wilczynski Sr. Wealth Advisor
Derek Northup CFO/Tax Director
David Yepez Senior Investment Analyst
Ashley Patterson Tax Administrator
Brandi Simmons Relationship Manager
Dodie LaPiana Relationship Manager
Carly Carver Relationship Manager
Steven Hamilton Operations Lead
Cassandra Colon Relationship Manager
Lori Stephenson Relationship Manager
Julie Cavanaugh Compliance Specialist
Caleb Dillard Chief Operations Officer
Marshall Welke CCO | Director of Operations
Benjamin Courtney Intern - Investment Team
Nina Carr Tax Advisor

articles


MOST POPULAR ARTICLES
Digesting the Past, Looking to the Future

In the first quarter, we transitioned out of a market that was largely quiet with small daily gains to one that is now characterized by volatility and uncertainty.1

Date: 04/02/20

Investing in Artificial Intelligence

In considering investment opportunities, we should not overlook companies that are capitalizing on the rapid advancements being made in artificial intelligence (AI). AI is the process of programming machines to mirror human intelligence, using skills such as learning and problem solving to complete tasks.1

Date: 04/02/20

Employee Spotlight: Meet Taylor Gill, Relationship Manager

Exencial’s employee spotlight series highlights the unique career paths and achievements of our dedicated team members. This quarter’s spotlight features one of our talented relationship managers, Taylor Gill. We were honored to welcome him back to our team in July 2019 after he interned with us at the beginning of his career.

Date: 04/01/20

A Recap of Our Recent Economic Webinar

Earlier this week, Exencial’s investment team held a client webinar to deliver an economic and markets update as uncertainty surrounding the COVID-19 pandemic persists.

Date: 03/27/20

Upcoming Webinar Wednesday, March 25th at 11: Weekly Commentary March 20, 2020

In light of recent market turbulence and volatility, we are going to be hosting a webinar on Wednesday March 25th at 11am CST to deliver an economic update and Q&A session. This will be led by our Chief Investment Officer, Tim Courtney. There will be an invitation to follow.

Date: 03/23/20

Market Touchpoint

This week, we officially entered into bear market territory.1 As the coronavirus continued to spread across the U.S., volatility and uncertainty spread through global markets. Because there are very few comparisons over the last 50 years for what we are now experiencing, the speed at which we reached bear market status was unprecedented. The market has now discounted earnings and valuations of nearly every company regardless of their industry or financial position.

Date: 03/16/20

Market Volatility Update March 12, 2020

Obviously, as everyone knows, this has been a very volatile week. I am trying to think of another time where we have seen markets this volatile. The closest one that comes to mind is the fourth quarter of 2008, but even this eclipses it. This is unique in that the market is trying to wrap its arms around an issue that we really have not had to deal with which is, 'exactly how much is this virus going to cost, not only in human lives, but in economic damage?'

Date: 03/13/20

Coronavirus Commentary

When it comes to market declines, one of the foremost jobs of an advisor is to keep a level head in times like this. At Exencial, a chief part of our value proposition is to ensure disciplined execution of a calculated investment strategy in both good and challenging markets. In short, our role is to execute on the things that we and our clients can control.

Date: 03/12/20

Observations and Actions in Light of Recent Market Activity

This week saw several more days of volatile moves up and down, and it looks like stock markets will be ending the week at about the same level at which they began. The markets are continuing to try to determine how much economic damage is being done by COVID-19, and market volatility is likely here to stay until more clarity is evidenced.

Date: 03/06/20

Markets and the Coronavirus

The Coronavirus has dominated the market’s attention and indexes appear close to wrapping up their worst week in over a decade. As of the end of Thursday most broad indexes in the US and across the world had fallen about 12% to 15% from recent highs. US indexes are in correction (greater than a 10% decline) for the first time since late 2018.

Date: 03/02/20

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