Your Financial Planning Team

At Armstrong Purselley, our staff will deliver a high level of proactive, courteous service.  We are a team dedicated to being trustworthy and dependable, focused on your journey to financial success.

Meet our Texas Team     Meet our National Team

Wealth Advisors
Brian Armstrong

Brian Armstrong

CFP®

Owner & Co-Founder, Wealth Advisor
Shawndi Purselley

Shawndi Purselley

CFP®, CDFA®

Owner & Co-Founder, Wealth Advisor
Daniel Edwards

Daniel Edwards

Wealth Advisor
Armstrong Purselley Stakeholders
Heather Edwards

Heather Edwards

Office Manager and Team Coordinator
Jeff Carlton

Jeff Carlton

Director, Marketing and Business Development
Lena Seukunian

Lena Seukunian

Marketing Assistant
Jessica Fashant-Burke

Jessica Fashant-Burke

Financial Planning Administrator
Braden Givens

Braden Givens

Senior Client Relationship Manager
Linda Kingsley

Linda Kingsley

Senior Client Services
Stephen Miller

Stephen Miller

Accounting Specialist
Advanced Solutions Team
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Michael Gruidel

Michael Gruidel

Paraplanner
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching
Jody Jackson

Jody Jackson

FPQP™

Paraplanner
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Senior Wealth Planner
Krista Thompson

Krista Thompson

CPA

Senior Wealth Planner
Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions
Ryan Yamada

Ryan Yamada

CFP®

Planner
Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Greg DeGennaro

Greg DeGennaro

CFA®, CAIA

Client Portfolio Manager
Jessica Golson

Jessica Golson

CIPM

Vice President, Investment Operations and Performance
Mike Lawrence

Mike Lawrence

Portfolio Manager
Vishnu Lekraj

Vishnu Lekraj

Co-Portfolio Manager
Josh Russell

Josh Russell

Portfolio Manager
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Sonu Varghese

Sonu Varghese

Senior Investment Analyst
Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners
Brett Carson

Brett Carson

CFA®

Director of Research
Jake Bleicher

Jake Bleicher

CFA®

Co-Portfolio Manager
Kellie L. Duffy

Kellie L. Duffy

Senior Trade Operations Analyst
Jeff Harris

Jeff Harris

Senior Mergers & Acquisitions Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Jordan Pieper

Jordan Pieper

Trading Specialist
Drew Reisdorff

Drew Reisdorff

Senior Trader
Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst
Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader
Kevin Zlomke

Kevin Zlomke

Director of Trading
Alyssa Zuck

Alyssa Zuck

Trade Operations Analyst