Team

A Culture of Caring

Our people are our greatest differentiator. It is only through their commitment and dedication that we can serve our clients and contribute to the greater welfare of society.

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MICHAEL L. KERN, III, CFA

President & CEO

Mr. Kern has been President & Chief Executive Officer of Crossmark and its related entities since May 2015. Before joining Crossmark, he was President of Stout Risius Ross, a financial advisory firm he had joined in 1996 as an analyst. During his 19 year tenure with Stout, he served in a variety of roles including Managing Director in the Valuation & Financial Opinions Group, Head of the Investment Banking Group, CFO and COO.

Raised in the Detroit area, Mr. Kern earned a B.S. in Finance and Business Economics from Wayne State University. He holds the Chartered Financial Analyst (CFA) designation as well as the Series 7, 63, and 24 securities licenses. In 2006, he received Crain’s Detroit Business 40 Under 40 Award, an award given to young professional leaders. He is a member of the CFA Institute and Young Presidents’ Organization (YPO).

Mr. Kern devotes a significant amount of time to philanthropic activities, which is his passion. He currently serves on the Board of Directors of Embrace the Truth International, as well as his local church. He previously was a member of the Executive Board of Directors of Convoy of Hope, while also serving as Treasurer and Chairman of the Compensation and Audit Committees. He is a past member of the Board of Directors of International Aid.

Mr. Kern resides in Houston, Texas with his wife, Amanda, and their four children.

P:713-243-6786

ANDREW J. JACOBSON, SR.

Chief Operating Officer

Mr. Jacobson joined Crossmark in February of 2016 as Chief Operating Officer, with over 20 years of leadership experience in the financial services industry, as well as in non-profit and military organizations. In his current role, Mr. Jacobson has responsibility over all business support activities, including Accounting, HR, IT, Marketing, Investment Administration, and Operations.

Prior to joining Crossmark, Mr. Jacobson spent 17 years with GMAC/Ally Bank in automotive finance, commercial lending, insurance, mortgage and the last four years as a senior HR executive. Between his time with GMAC and his arrival at Crossmark, Mr. Jacobson served four years as the Executive Pastor, Treasurer and CFO of an 11,000-member church in the Dallas area.

After growing up in Flint, Michigan, Mr. Jacobson attended the University of Michigan, where he earned a Bachelor of Business Administration in Organizational Behavior & Human Resource Management. During undergrad, Mr. Jacobson enlisted in the United States Naval Reserve and subsequently served for eight years before being Honorably Discharged in 2001. Shortly thereafter, Mr. Jacobson commenced graduate school at Pepperdine University in Malibu, California where he earned a Master of Business Administration in 2004.

Mr. Jacobson and his wife Sarah, along with their four children thoroughly enjoy serving in non-profit, civic and ministry organizations. Mr. Jacobson dedicates a couple weeks each year to international missions and serves on the Board of Governors of Messenger College as well as the Board of Directors of To Give a Smile.

P:713-243-6727

DAVID N. RENTFROW, CIMA®

Managing Director & Head of Distribution

Mr. Rentfrow joined Crossmark in January 2017 as Managing Director and Head of Distribution. In this role, Mr. Rentfrow leads the Institutional, Intermediary and Steward Mutual Fund businesses.

Mr. Rentfrow brings a strong distribution background to Crossmark. He joined Crossmark from BlackRock, Inc. where as a Managing Director he led high performing teams helping to fulfill client needs utilizing a broad array of financial instruments, including: mutual funds; ETFs; Separately Managed Accounts and Alternative Investments. Prior to BlackRock, Mr. Rentfrow spent time at Merrill Lynch and Manulife Financial and in total brings over 20 years of investment management distribution expertise to Crossmark.

Raised in California and Illinois, Mr. Rentfrow holds a B.A. in Communication from Eastern Illinois University and a Master’s degree in International Business from Webster University in St. Louis. He holds the Certified Investment Management Analyst (CIMA) designation as well as the Series 7, 24, 63 and 66 securities licenses.

Mr. Rentfrow splits time between his home in Missouri and Houston. He and his wife Susan have one son, Sage.

P:713-243-6714

JIM COPPEDGE

General Counsel & Chief Compliance Officer

Mr. Coppedge joined Crossmark in June 2017 as General Counsel & Chief Compliance Officer. Prior to joining Crossmark, Mr. Coppedge served as deputy general counsel for American International Group, Inc. (AIG), leading a team that provided legal and compliance services to the AIG’s global consumer product businesses. Prior to joining AIG, he served as associate general counsel for Invesco, Ltd., leading a team that provided legal and compliance services to the North American Retail Group (which included the AIM and Invesco mutual funds).

Mr. Coppedge’s professional career began in 1992 when he accepted an analyst position in the law department of USAA (a diversified financial services firm). He spent seven years at USAA,
primarily supporting the firm’s mutual fund, brokerage, and investment advice businesses.

A native Texan, Mr. Coppedge earned a B.B.A. in Finance from Texas A&M University and a Juris Doctor from St. Mary’s University School of Law.

Mr. Coppedge also devotes time to philanthropic activities. He currently serves on the Boards of Directors of Fort Bend Seniors Meals on Wheels and the University of Houston Cougar Investment Fund.

Mr. Coppedge has lived in the Houston area for almost twenty years. He and his wife, Krista, have three daughters.

P:713-243-6746

VICTORIA L. FERNANDEZ

Managing Director – Fixed Income Investments

Mrs. Fernandez joined Crossmark in July 2012 and serves as the Managing Director of Fixed Income Investments. Mrs. Fernandez began her career in 1994 at Fayez Sarofim & Company, a Houston- based financial advisory firm, spending the next 18 years in a variety of roles within the fixed income division including Head Trader, Municipal Portfolio Manager and as an Associate on the management team.

Born and raised in Houston, Texas, Mrs. Fernandez remained in her hometown to earn her Bachelor of Arts from Rice University and recently completed her MBA from the May’s Business School at Texas A&M University.

As an active member of her community, Mrs. Fernandez has served on the boards of local non-profit organizations and religious institutions. She stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in the National Charity League, a mother-daughter volunteer organization. Mrs. Fernandez and her husband, David, reside in Houston, Texas with their two children, Nicholas and Nicole.

P:713-243-6728

JOHN R. WOLF

Managing Director – Equity Investments

Mr. Wolf joined Crossmark in 1996 and currently serves as Managing Director of Equity Investments. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

Prior to Crossmark, Mr. Wolf began his financial services career in 1983 at The Dreyfus Corporation and moved to Oppenheimer Capital in 1987. In 1992 he became Vice President of New Castle Advisers, a start-up investment advisor specializing in covered call option portfolio strategies. New Castle was acquired by Crossmark in 1996 where he was instrumental in Crossmark’s expansion into managing quantitative equity portfolios.

Originally from the New York City area, Mr. Wolf graduated with a BBA in Accounting from Hofstra University and an MBA in Finance from Manhattan College. He currently holds the Series 7, 66 and 24 securities licenses. In 2001 Mr. Wolf relocated to Crossmark headquarters in Houston, TX where he currently resides.

P:713-243-6785

LYNNETTE M. BROSS

Director – Investment Administration

As Director of Investment Administration, Mrs. Bross has over 28 years of experience at Crossmark. She oversees Investment Administration Operations which includes new account administration, reconciliation and client reporting. She began her career at Crossmark in 1988 serving as an Account Administrator in the Transfer Agency Department. Mrs. Bross’ experience includes equity trading, mutual fund accounting, and corporate accounting.

Mrs. Bross is an avid fan of the Houston Rockets. She currently resides in Houston with her husband, Steve, three daughters, and one grandson.

P:713-243-6788
MICHAEL L. KERN, III, CFA
President & CEO
ANDREW J. JACOBSON, SR.
Chief Operating Officer
DAVID N. RENTFROW, CIMA®
Managing Director & Head of Distribution
JIM COPPEDGE
General Counsel & Chief Compliance Officer
VICTORIA L. FERNANDEZ
Managing Director – Fixed Income Investments
JOHN R. WOLF
Managing Director – Equity Investments
LYNNETTE M. BROSS
Director – Investment Administration

VICTORIA L. FERNANDEZ

Managing Director – Fixed Income Investments

Mrs. Fernandez joined Crossmark in July 2012 and serves as the Managing Director of Fixed Income Investments. Mrs. Fernandez began her career in 1994 at Fayez Sarofim & Company, a Houston- based financial advisory firm, spending the next 18 years in a variety of roles within the fixed income division including Head Trader, Municipal Portfolio Manager and as an Associate on the management team.

Born and raised in Houston, Texas, Mrs. Fernandez remained in her hometown to earn her Bachelor of Arts from Rice University and recently completed her MBA from the May’s Business School at Texas A&M University.

As an active member of her community, Mrs. Fernandez has served on the boards of local non-profit organizations and religious institutions. She stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in the National Charity League, a mother-daughter volunteer organization. Mrs. Fernandez and her husband, David, reside in Houston, Texas with their two children, Nicholas and Nicole.

P:713-243-6728

JOHN R. WOLF

Managing Director – Equity Investments

Mr. Wolf joined Crossmark in 1996 and currently serves as Managing Director of Equity Investments. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

Prior to Crossmark, Mr. Wolf began his financial services career in 1983 at The Dreyfus Corporation and moved to Oppenheimer Capital in 1987. In 1992 he became Vice President of New Castle Advisers, a start-up investment advisor specializing in covered call option portfolio strategies. New Castle was acquired by Crossmark in 1996 where he was instrumental in Crossmark’s expansion into managing quantitative equity portfolios.

Originally from the New York City area, Mr. Wolf graduated with a BBA in Accounting from Hofstra University and an MBA in Finance from Manhattan College. He currently holds the Series 7, 66 and 24 securities licenses. In 2001 Mr. Wolf relocated to Crossmark headquarters in Houston, TX where he currently resides.

P:713-243-6785

PAUL C. TOWNSEN

Managing Director

As Managing Director, Mr. Townsen is the portfolio manager for Crossmark’s Covered Call Income strategy. Since beginning his career with Crossmark in 1993, Mr. Townsen’s responsibilities have included portfolio management, portfolio analytics, allocation maintenance, soft dollar management, and numerous other leadership positions.

Mr. Townsen has been involved with equity index trading for Crossmark’s institutional clients for 18 years. As a senior equity and derivatives trader, his years of experience bring a strong knowledge of the unique factors associated with equity index trading. Mr. Townsen also brings expertise in trading taxable and tax-exempt bonds as he previously served as Crossmark’s head bond trader.

Mr. Townsen graduated from the University of Incarnate Word with a BBA in Finance. He resides in Houston with his wife Jennifer and 4 children, Mackenzie, Tristan, Noah and Presley.

P:713-243-6758

MELVILLE L. CODY

Senior Portfolio Manager

Mr. Cody serves as Senior Portfolio Manager for Crossmark’s Large Cap Growth and TAAP portfolios.

With over 30 year’s investment experience, Mr. Cody’s background includes both buy side money management organizations and the sell side, where he worked at Sanders Morris Harris as Vice President of Institutional Research. He was recognized by the Wall Street Journal as an “All Star Analyst”. On the buy side, Mr. Cody has worked at financial institutions such as USAA Investment Management Company, a mutual fund group, and at American General as a portfolio manager and analyst. Mr. Cody also served as Co-Chairman of Roger H. Jenswold & Co. prior to its merger with Crossmark.

A native Texan, Mr. Cody graduated from The University of Texas Business Honors Program and received his Master’s of Business Administration from UT, as well. He holds the Series 65 securities license. Mr. Cody resides in Katy, Texas with his wife and two sons. He enjoys tennis, swimming and fishing.

P:713-243-6715

PATRICK N. GARBODEN

Senior Portfolio Manager

Mr. Garboden serves as Senior Portfolio Manager for Crossmark’s municipal bond products. He brings over 30 years of experience within the financial services industry including 19 years with Smith Barney. His broad financial background consists of serving as First Vice President, Branch Manager for 11 years and as an Investment Management Specialist/Portfolio Manager with the Consulting Group, a division of Citigroup Global Markets, Inc. Prior to joining Smith Barney, Mr. Garboden was a general partner in the financial services firm of Jones, Humphrey, Garboden and Company.

Mr. Garboden attended the University of Oregon and currently holds the Series 7, 63, and 65 securities licenses. When he is not spending time with his wife, two daughters, or four grandchildren he enjoys fishing, boating, and photography. Mr. Garboden is also a private pilot; he has been a Civil Air Patrol member since 2005 and has built two Van’s RV9A airplanes.

P:713-243-6710

ZACHARY WEHNER, J.D.

Portfolio Manager

Mr. Wehner joined Crossmark in 2014. He currently serves as an Equity Portfolio Manager. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

A native Houstonian, Mr. Wehner graduated from the University of Houston Law Center, where he received his J.D. & M.B.A. He is a member of the State Bar of Texas. He graduated magna cum laude from Southern Methodist University (SMU), where he earned a BA in history and a BBA in accounting. Throughout his academic career, Mr. Wehner focused on financial analysis, derivatives and the relationship between law and business.

Mr. Wehner sits on Crossmark’s Investment Policy, Valuation and Risk Management Committees. He currently holds the Series 7 securities license.

P:713-243-6750

GINA M. GARCIA

Senior Fixed Income Trader

Ms. Garcia serves as Senior Fixed Income Trader and is an integral component of the investment process working with portfolio managers to implement Crossmark’s current strategy. Prior to joining Crossmark in 2000, Ms. Garcia was responsible for budget administration and operations procedures in the aerospace industry.

Ms. Garcia enjoys spending time reading about the newest trends in interior design, and exploring the diverse culinary and artistic opportunities in Houston. When not in the office or enjoying city life, Ms. Garcia utilizes her creative talent for interior design to assist others in their decoration and renovation needs.

P:713-243-6748

RYAN E. CAYLOR

Senior Research Analyst

Mr. Caylor joined Crossmark in June of 2016 and currently serves as a Senior Research Analyst covering fixed income and credit as a sector generalist. He is responsible for generating independent and differentiated fundamental research on markets, sectors, and individual companies in support of Crossmark’s Portfolio Managers and Investment Teams.

Prior to joining Crossmark, Mr. Caylor was a sell-side Equity Research Associate at Tudor, Pickering, Holt & Co. (TPH) covering competitive power and electric utility stocks. Prior to TPH, Mr. Caylor was an Associate in the Energy Valuation Group at PricewaterhouseCoopers. Mr. Caylor graduated from Tulane University in New Orleans with an undergraduate degree in Finance, as well as Masters degrees in Accounting and Finance. He currently holds the Series 7, 63, 86, and 87 securities licenses.

Outside of Crossmark, Mr. Caylor serves as an officer in the United States Army Reserve, and resides in Houston with his wife, daughter, and dog.

P:713-243-6751

TIFFANY NUNN, AIF®

Senior Investment Analyst

Ms. Nunn serves as Senior Investment Analyst. She is responsible for the interpretation and implementation of investors’ values-based investment policies and commitments ensuring investment holdings are faithful to the investors’ environmental, social and governance (ESG), or socially responsible investing (SRI) principles. Ms. Nunn is a key contact for Institutional consultant inquiries and possesses a strong knowledge of all client reporting data. She is also responsible for the investment administration due diligence process and oversight of external investment data. Ms. Nunn began her career at Crossmark in 2007 where she has been involved with social screening since 2009.

Ms. Nunn earned her BA in Psychology from New Mexico State University and acquired extensive experience working in the non-profit sector, serving on various boards and committees of non-profit organizations. Ms. Nunn attained the Accredited Investment Fiduciary (AIF®) credential from the Center for Fiduciary Studies in 2015. The AIF credential demonstrates specialized knowledge of fiduciary standards of care and their application to the investment management process.

P:713-243-6726

JOSHUA HARTKE

Equity Investments Analyst

Mr. Hartke joined Crossmark in June of 2015. He graduated cum laude with honors in liberal arts from Southern Methodist University and earned a BBA in Finance. He is currently a CFA Level III Candidate.

As an Equity Investments Analyst, Mr. Hartke monitors, trades, and fulfills research and portfolio analytics needs for Crossmark’s various equity products. He also focuses on derivative instruments that are utilized in Crossmark’s strategies.

Mr. Hartke is a CFA Level III Candidate and sits on the Investment Policy Committee at Crossmark. He is also a founding member of the Philanthropy Committee.

Before settling in Texas, Mr. Hartke lived in Ohio, Missouri, and New Jersey. His relatives reside in Alaska, Virginia, California, North Carolina, Florida and Arkansas. He considers himself well-travelled in the United States, and looks forward to future international travels.

P:713-243-6744

BRANDON HUTCHISON

Fixed Income Municipal Trader

Mr. Hutchison joined Crossmark in October of 2017 as Fixed Income Municipal Trader.

Prior to his role at Crossmark, Mr. Hutchison was a Financial Analyst for Tier 1/2 auto-supplier Futuris Group. Prior to that, he was a Compensation Analyst for mortgage company Quicken Loans.

Mr. Hutchison holds a Bachelor of Science in Finance from Michigan Technological University and is currently working on his MBA. He holds the Series 65 license.

Mr. Hutchison was born and raised in Detroit. He recently relocated to Houston with his fiancé, Paige and pit bull-lab mix. Mr. Hutchison is a former collegiate athlete and NFL free agent. He still enjoys all sports, especially basketball and weight lifting. Outside of work, he enjoys traveling and reading about behavioral economics. He is also passionate about philanthropic activities as well as his faith.

P:713-243-6719
VICTORIA L. FERNANDEZ
Managing Director – Fixed Income Investments
JOHN R. WOLF
Managing Director – Equity Investments
PAUL C. TOWNSEN
Managing Director
MELVILLE L. CODY
Senior Portfolio Manager
PATRICK N. GARBODEN
Senior Portfolio Manager
ZACHARY WEHNER, J.D.
Portfolio Manager
GINA M. GARCIA
Senior Fixed Income Trader
RYAN E. CAYLOR
Senior Research Analyst
TIFFANY NUNN, AIF®
Senior Investment Analyst
JOSHUA HARTKE
Equity Investments Analyst
BRANDON HUTCHISON
Fixed Income Municipal Trader

DAVID N. RENTFROW, CIMA®

Managing Director & Head of Distribution

Mr. Rentfrow joined Crossmark in January 2017 as Managing Director and Head of Distribution. In this role, Mr. Rentfrow leads the Institutional, Intermediary and Steward Mutual Fund businesses.

Mr. Rentfrow brings a strong distribution background to Crossmark. He joined Crossmark from BlackRock, Inc. where as a Managing Director he led high performing teams helping to fulfill client needs utilizing a broad array of financial instruments, including: mutual funds; ETFs; Separately Managed Accounts and Alternative Investments. Prior to BlackRock, Mr. Rentfrow spent time at Merrill Lynch and Manulife Financial and in total brings over 20 years of investment management distribution expertise to Crossmark.

Raised in California and Illinois, Mr. Rentfrow holds a B.A. in Communication from Eastern Illinois University and a Master’s degree in International Business from Webster University in St. Louis. He holds the Certified Investment Management Analyst (CIMA) designation as well as the Series 7, 24, 63 and 66 securities licenses.

Mr. Rentfrow splits time between his home in Missouri and Houston. He and his wife Susan have one son, Sage.

P:713-243-6714

SCOTT FRAKES

Senior Regional Director

Serving as Senior Regional Director, Mr. Frakes helps lead Intermediary and Mutual Fund distribution for Crossmark’s Central Region. Mr. Frakes is part of the Advisor Solutions Group at Crossmark. He and his team work closely with financial advisory firms to implement values based investment solutions. Prior to Crossmark, he spent five years as a Financial Advisor with A.G. Edwards. Mr. Frakes has been with Crossmark since 2001.

Mr. Frakes graduated with a B.A. from Bowling Green State University. He holds the Series 7, 63, and 66 securities licenses.

Mr. Frakes also serves as Chairman of his church’s Annual Appeal Project and on his church’s Finance Committee. He is a volunteer mentor for Sigma Phi Epsilon at Washington University in St. Louis. He has served as President of the Board of Education for Christ the King School. Mr. Frakes lives in St Louis, MO with his wife Jen and two daughters.

P:314-726-9971

ANDREW ERAS, CFA

Managing Director - Global Institutional Group

Mr. Eras joined Crossmark in June of 2016 as Managing Director of the Global Institutional Group.

Mr. Eras comes to Crossmark with over 20 years of experience as an institutional sales professional at national asset management and investment boutique firms. His previous role was at Emerald Advisers, as Vice President of Institutional Sales where he grew institutional assets for Small and Mid-Cap Growth strategies. Prior to that, he was the Director of Institutional Asset Management at Stralem & Company where he launched an institutional sales division for their Large Cap Equity Strategy. He has also worked in sales and client service at AllianceBernstein and The Bank of Tokyo-Mitsubishi.

Mr. Eras received a bachelor’s degree from the SUNY at Albany and holds the Chartered Financial Analyst (CFA) designation. Mr. Eras is a member of the New York Society of Security Analysts and the CFA Institute. He holds the Series 6 and 63 securities licenses.

Mr. Eras is a native New Yorker, and currently lives with his wife and children in Wyckoff, New Jersey. He enjoys the struggles of being a New York Jet and Mets fan.

P:917-544-8061

ZACHARY I. SHAW

Regional Director

Mr. Shaw joined Crossmark in August of 2017 and serves as Regional Sales Director for the Western Region. His core focus applies a team approach to distribute model portfolios and customized strategies to the marketplace.

Mr. Shaw brings 18 years of Financial Services experience and has held roles in wealth management and key accounts with Smith Barney Asset Management and Travelers Life & Annuity, represented Metlife’s Asset Management Portfolios as a Regional Investment Specialist, and previous to joining Crossmark represented BNY Mellon Institutional Investment Managements Western Division as a Regional Director.

Mr. Shaw graduated from Syracuse University with a degree in Economics and studied at the Maxwell School of Citizenship and Public Affairs at Syracuse. He also holds a FINRA Series 7, 6, & 63.

Aside from being highly active in his local church and his son’s Christian School, Mr. Shaw works closely with the American Cancer Society and the Long Beach Police Departments Memorial Widows & Orphans Charity. Mr. Shaw resides in Orange County California with his son.

P:949-981-3660

ARIANA HARRIS, CFP®

Regional Director

Mrs. Harris serves as Regional Director in the Southeast Region. She is responsible for providing business development and client service coverage within the region to financial intermediaries. Mrs. Harris represents the firm’s unique suite of strategies and our deep expertise in responsible investing.

Mrs. Harris has been in the financial services industry for the past 17 years. She has been covering the Carolinas for 12 years and worked for Stadion Funds, Goldman Sachs Asset Management, and Legg Mason Global Asset Management. She joined Crossmark Global Investments in August of 2017. Mrs. Harris received her B.B.A from James Madison University and currently holds a Certified Financial Planner (CFP®) designation as well as her Series 7, Series 63, and licenses.

Mrs. Harris resides in Charlotte, North Carolina where she has lived for the past 11 years. She is married to her husband, Chris and they have two boys Hudson and Anderson. She volunteers with Palisades Episcopal School, Team Charlotte Swimming, and serves on the board of the Palisades Piranhas Swim Team.

P:410-215-9714

BRIAN C. PERKES, MBA, CRPC

Regional Director

Mr. Perkes serves as Regional Director in the Texas South Region and Utah. He and his team work closely with financial advisors to implement values-based investment solutions to help clients invest with purpose and responsibility.

Prior to Crossmark, Mr. Perkes spent 19 years as a Vice President and Senior Advisor Consultant at Oppenheimer Funds. At Oppenheimer, he worked closely with financial advisors not only to provide investment expertise, but also as a partner to help advisors build and manage their practice, and to keep them and their clients focused on the long term. Prior to joining OppenheimerFunds, Mr. Perkes worked as a financial advisor at American Express Financial Advisors.

Since 1997, Brian has been providing asset management advice and services to high-net-worth individuals and financial advisors. He specializes in asset allocation, professional money manager selection, alternative investments, developing investment solutions and wealth management strategies for individuals and families.

Mr. Perkes received an MBA in from The University of Colorado, and an B.S. in International Business from Brigham Young University-Hawaii.

He holds the Charted Retirement Plan Consultant (CRPC) designation and FINRA Series 7 and 63 licenses. Brian lives in Dallas, Texas, with his wife and four children. He enjoys outdoor sports, including biking, skiing, and boating, and serving in various volunteer church leadership roles.

P:972-523-8568

JORDAN IZUMI, CFP®

Vice President - Advisor Solutions Group

Mr. Izumi serves as Vice President–Advisor Solutions Group. His responsibilities include business development, home office relationship management and product development.

Mr. Izumi earned his Bachelors degree in Business Administration from Evangel University, then began his career with AG Financial Solutions in 2008 where he served as a Retirement Planning Consultant. He currently holds his Certified Financial Planner™ (CFP) designation.

Jordan has served as board member of his local church and on the alumni board of Enactus for Evangel University students. He enjoys international travel, discovering new restaurants, and spending time with family and friends. Jordan and his wife, Denae, reside in Houston Texas.

P:713-243-6720

SAM FENTON

Vice President - Global Institutional Group

Mr. Fenton joined Crossmark in February 2012 and currently serves as the Vice President of the Global Institutional Group.

Prior to working at Crossmark, Mr. Fenton worked in the nonprofit sector. His responsibilities included short-term rapid deployment to humanitarian emergencies as a first responder and long-term development as an in-country director and project manager for the construction of schools, churches and warehouses for emergency preparedness.

Born in New York, Mr. Fenton has had the opportunity to live in several states and countries including Costa Rica and Argentina. He graduated with a BA in Humanities from Central Bible College in 2003, received Honors in Spanish from Cincel Language Institute-Costa Rica in 2009, and holds his Series 6, 63, and 65 securities licenses.

Mr. Fenton devotes a significant amount of time to local charities and serves as a volunteer at his children’s school. He moved to Houston in 2011 where he currently resides with his wife Katy and his 3 children, Gianna, Amelia and Bruin.

P:713-243-6766

ROBERT A. KARISCH

Internal Director - Advisor Solutions Group

Mr. Karisch joined Crossmark in February 1990 and currently serves as Internal Director for the Advisor Solutions Group with Crossmark Asset Management Company in the managed accounts division.

Mr. Karisch began his career in 1990 with Crossmark as a Regional Marketing Representative and is currently working on a team with Mr. Frakes. With over 40 years of combined industry experience, Mr. Frakes and Mr. Karisch have collaborated with financial advisors helping them manage their businesses more effectively since 2007. Mr. Karisch’s responsibilities include developing new business and servicing existing clients in the broker/advisor channel. He focuses on building strong relationships while providing concierge level client services. His approach centers on consulting with advisors to find customized investment solutions to complex problems.

Mr. Karisch is native to Houston and is a fifth generation proud Texan. He graduated from Texas State University with a BBA in Marketing and holds the Series 6, 63, and 65 securities licenses. Mr. Karisch volunteers his personal time promoting the academic and athletic pursuits of his alma mater. He is active as a chapter leader for the Texas State University Alumni Association in Houston, and serves on the Leadership Council for the Texas State Bobcat Club.

P:713-243-6732

LUKE LLOYD

Regional Associate

Mr.Lloyd joined Crossmark in September 2009 and currently serves as Regional Associate for the West Region. Mr. Lloyd facilitates business by providing advisors with up-to-date product and market information, and serves as a resource for Crossmark’s Marketing and Client Service Team.

Mr. Lloyd has been in the financial services industry for more than 12 years. Prior to Crossmark, he served as a financial advisor for both Wells Fargo and Chase Investments.

Raised in the Houston area, Mr. Lloyd graduated with a B.B.A in Finance from the University of Iowa and holds the Series 7 and 66 securities licenses. He lives in Houston with his wife Lindsey and daughter London. He enjoys spending his free time training for his next marathon and mountain biking.

P:713-243-6793

KASSIANA RICHARDSON

Client Service Associate - Advisor Solutions Group

Ms. Richardson joined Crossmark in June 2016 and serves as the Client Service Associate for the Advisor Solutions Group. She is responsible for working with the internal business development representatives to gather and process all necessary paperwork for new accounts. Prior to joining Crossmark, she worked at Wells Fargo Advisors as the Associate Training Liaison.

Raised in the Midwest, Ms. Richardson graduated from Maryville University in St. Louis where she earned her Bachelor’s degree in Business Administration.

Before relocating to Houston, Ms. Richardson volunteered in the children’s ministry at her local church. She also enjoys playing basketball, trying new restaurants, and traveling.

P:713-243-6767

LIZ THOMPSON

Client Service Associate - Global Institutional Group

Mrs. Elizabeth “Liz” Thompson joined Crossmark in October 2017 as Client Service Associate to for the Global Institutional Group. Mrs. Thompson supports the Global Intuitional group with account transactions, reporting & screening.

Prior to joining Crossmark, Mrs. Thompson was a professional golfer, who played on the LPGA Symetra Tour for 5 years. During the off season, she was the Middle School Girl’s Golf Coach for St. John’s School in Houston, Texas.

Born and raised in Houston, Mrs. Thompson attended Furman University in Greenville South Carolina where she majored in Business Administration. She was a scholarship athlete on the Women’s Golf Team all four years and was awarded the All Southern Conference Team & Southern Conference Academic Honor roll.

Mrs. Thompson lives in Houston with her husband Glenn and French bulldog, Putter. She is involved with Yellowstone Academy, Living Water International, Texas Center for the Missing, and the First Tee of Greater Houston.

P:713-243-6797

SCOTT WYNANT

Managing Director

As a Managing Director, Mr. Wynant brings over 35 years’ experience in financial and investment services to Crossmark where he currently focuses on wealth management solutions for Institutions and High Net Worth families. Clients include foundations, endowments, retirement plans and families. Mr. Wynant also works closely with the CEO on special projects including new business development and opportunities.

Prior to joining Crossmark, Mr. Wynant served as first Vice President of Smith Barney for 16 years in Oregon and Northern California, and 11 years as Executive Vice President of AG Financial Trust and Investment Services in Springfield, Mo. Mr. Wynant was instrumental in the creation of AG Financial Wealth Management Solutions, LLC in 2003 and the Steward family of faith-based mutual funds. He served as Chief Investment Officer and member of the AG Financial Investment Committee from 1998 to 2008. He holds the Series 7, 63, 65, 66, and 24 securities licenses.

Raised in the Northwest and a proud third generation Oregon Duck, Mr. Wynant and his wife Nancy reside in Houston, TX and are members of Hope City Houston. Mr. Wynant has served on various not for profit boards in the past and currently is a board member for El Centro Network. Mr. Wynant and Nancy have two married children and six grandchildren and are blessed to have them all reside in Houston.

P:713-243-6711

DANIELLE FRAZIER

Senior Wealth Management Associate

Mrs. Frazier serves as Senior Wealth Management Associate for Crossmark’s and Steward Mutual Funds teams.She assists with building new client relationships, portfolio analysis, and providing excellent client service to all of our existing clients, while helping them reach their financial goals.

Mrs. Frazier has over 12 years of industry experience. She started at First Investors Corporation as a financial advisor and eventually moved to JP Morgan Private Wealth division where she worked with high net worth clients. She has been with Crossmark since 2010.

Mrs. Frazier graduated with a B.A. in Psychology from The University of Texas. She currently holds the series 6, 63 and 65 licenses.

Mrs. Frazier is involved in the Communities in School program, which she has participated in for 8 years. She volunteers with the Special Olympics, the Boys and Girls Club and is on the board of the non-profit organization Positive Endeavors. In her spare time, she and her husband enjoys traveling, the local theatres and having fun outdoors.

P:713-243-6707
DAVID N. RENTFROW, CIMA®
Managing Director & Head of Distribution
SCOTT FRAKES
Senior Regional Director
ANDREW ERAS, CFA
Managing Director - Global Institutional Group
ZACHARY I. SHAW
Regional Director
ARIANA HARRIS, CFP®
Regional Director
BRIAN C. PERKES, MBA, CRPC
Regional Director
JORDAN IZUMI, CFP®
Vice President - Advisor Solutions Group
SAM FENTON
Vice President - Global Institutional Group
ROBERT A. KARISCH
Internal Director - Advisor Solutions Group
LUKE LLOYD
Regional Associate
KASSIANA RICHARDSON
Client Service Associate - Advisor Solutions Group
LIZ THOMPSON
Client Service Associate - Global Institutional Group
SCOTT WYNANT
Managing Director
DANIELLE FRAZIER
Senior Wealth Management Associate

ANDREW J. JACOBSON, SR.

Chief Operating Officer

Mr. Jacobson joined Crossmark in February of 2016 as Chief Operating Officer, with over 20 years of leadership experience in the financial services industry, as well as in non-profit and military organizations. In his current role, Mr. Jacobson has responsibility over all business support activities, including Accounting, HR, IT, Marketing, Investment Administration, and Operations.

Prior to joining Crossmark, Mr. Jacobson spent 17 years with GMAC/Ally Bank in automotive finance, commercial lending, insurance, mortgage and the last four years as a senior HR executive. Between his time with GMAC and his arrival at Crossmark, Mr. Jacobson served four years as the Executive Pastor, Treasurer and CFO of an 11,000-member church in the Dallas area.

After growing up in Flint, Michigan, Mr. Jacobson attended the University of Michigan, where he earned a Bachelor of Business Administration in Organizational Behavior & Human Resource Management. During undergrad, Mr. Jacobson enlisted in the United States Naval Reserve and subsequently served for eight years before being Honorably Discharged in 2001. Shortly thereafter, Mr. Jacobson commenced graduate school at Pepperdine University in Malibu, California where he earned a Master of Business Administration in 2004.

Mr. Jacobson and his wife Sarah, along with their four children thoroughly enjoy serving in non-profit, civic and ministry organizations. Mr. Jacobson dedicates a couple weeks each year to international missions and serves on the Board of Governors of Messenger College as well as the Board of Directors of To Give a Smile.

P:713-243-6727

JIM COPPEDGE

General Counsel & Chief Compliance Officer

Mr. Coppedge joined Crossmark in June 2017 as General Counsel & Chief Compliance Officer. Prior to joining Crossmark, Mr. Coppedge served as deputy general counsel for American International Group, Inc. (AIG), leading a team that provided legal and compliance services to the AIG’s global consumer product businesses. Prior to joining AIG, he served as associate general counsel for Invesco, Ltd., leading a team that provided legal and compliance services to the North American Retail Group (which included the AIM and Invesco mutual funds).

Mr. Coppedge’s professional career began in 1992 when he accepted an analyst position in the law department of USAA (a diversified financial services firm). He spent seven years at USAA,
primarily supporting the firm’s mutual fund, brokerage, and investment advice businesses.

A native Texan, Mr. Coppedge earned a B.B.A. in Finance from Texas A&M University and a Juris Doctor from St. Mary’s University School of Law.

Mr. Coppedge also devotes time to philanthropic activities. He currently serves on the Boards of Directors of Fort Bend Seniors Meals on Wheels and the University of Houston Cougar Investment Fund.

Mr. Coppedge has lived in the Houston area for almost twenty years. He and his wife, Krista, have three daughters.

P:713-243-6746

LYNNETTE M. BROSS

Director – Investment Administration

As Director of Investment Administration, Mrs. Bross has over 28 years of experience at Crossmark. She oversees Investment Administration Operations which includes new account administration, reconciliation and client reporting. She began her career at Crossmark in 1988 serving as an Account Administrator in the Transfer Agency Department. Mrs. Bross’ experience includes equity trading, mutual fund accounting, and corporate accounting.

Mrs. Bross is an avid fan of the Houston Rockets. She currently resides in Houston with her husband, Steve, three daughters, and one grandson.

P:713-243-6788

CARE BACH

Marketing Manager

Ms. Bach joined Crossmark in July of 2015 and serves as the Marketing Manager for the firm. She oversees the marketing strategy including branding, content development and public relations for the firm.

Prior to Crossmark, Ms. Bach worked in advertising where she managed brand development and creative execution for T-Mobile and Waste Management.

Ms. Bach graduated with a BA in Advertising from Louisiana State University. She resides in Houston, TX with her dog Wrigley. Outside of Crossmark, she enjoys teaching yoga and competing in Crossfit.

P:713-243-6724

MARCOS A. JUAREZ

Senior Marketing Associate

Mr. Juarez serves as Senior Marketing Associate for Crossmark. He manages all graphic design responsibilities for digital and print. In addition, he helps with product data reporting on a quarterly basis. He’s been with the company since 2001.

Mr. Juarez graduated with a A.A.S. in Multimedia and Graphic Design from The Art Institute of Houston.

Born in Guatemala City, he resides in Houston, TX. Mr. Juarez is a member of his local church, and is an avid sports fan.

P:713-243-6782

ANGELO GOMEZ

IT Helpdesk Technician

Mr. Gomez joined Crossmark in May 2017 and currently serves as the IT Helpdesk Technician who oversees all aspects of Information Technology for the firm.

Prior to Crossmark, Mr. Gomez served in United States Marine Corps for 12 years in the Intelligence Field as a Special Intelligence communicator at which he did two tours in Iraq. He ended his military obligation, and received a Bachelors in Management Information Systems from Wayland Baptist University.

Born in Lubbock, Tx, Mr. Gomez has had the opportunity to live all over the world and many states. Being a native Texan brought him back to Texas where he now lives in La Porte. In his free time Mr. Gomez enjoys playing sports and traveling.

P:713-243-6722

ANAIBIS VELASQUEZ

Accounting Manager

Mrs. Velasquez reports directly to COO. Her responsibilities include Accounts Receivable and Accounts Payable.

Mrs. Velasquez has been with Crossmark since Feb 2017. Prior to joining Crossmark, Mrs. Velasquez served as an Accounts Receivable Specialist for SureTec. Her responsibilities consisted of cash reconciliations, preparing agency statements, verifying and processing accounting and finance data entries.

Mrs. Velasquez obtained her Bachelors of Business Administration in Accounting from (UHD) University of Houston-Downtown. Before moving to the Lone Star State of Texas in 2009, Mrs. Velasquez lived in The Sunshine State of Florida. Mrs. Velasquez enjoys spending time with her family, in addition to traveling, fishing, and snorkeling. She resides in Houston with her husband and two daughters.

P:713-243-6733

CHANTELL CORGILL

Senior Human Resources Associate

Mrs. Corgill joined Crossmark in August 2010 and serves as a Senior Human Resources Associate. She is responsible for the day-to-day operations of Human Resources to include employee relations, benefits administration, employee policies and procedures, and new hire onboarding. Mrs. Cogill began her career in Human Resources in 1999 at Klein Bank, a privately owned bank in Houston.

Born and raised in the Houston area, Mrs. Corgill has stayed in her hometown and is married with two daughters. She stays busy volunteering at her daughter’s school, as well as the National Charity League, a mother-daughter volunteer organization.

P:713-243-6736

JANICE DARDEN

Office Administrator and Executive Assistant

Ms. Darden serves as Office Manager and provides administrative assistance to the CEO, COO, and other principals. She assists on special projects and provides technical and logistical support for all departments. Ms. Darden is responsible for the day-to-day functions of the office.

Ms. Darden joined R.H. Jenswold & Co. in 2005 and, with the Crossmark acquisition in 2009, she transitioned to the position of AR Administrator. Her responsibilities then included the complete Accounts Receivable cycle (account set-up, preparation & delivery of invoices, allocation of payments, collections and AR reporting to the CEO). Ms. Darden moved to her current position in 2017.

Although she is a native Texan, Ms. Darden has lived in seven states and attended Victor Valley University in California. While living in Florida, Ms. Darden volunteered with an organization supporting caregivers of HIV positive infants and toddlers.

Ms. Darden has always maintained that her greatest accomplishments have been her two amazing daughters and four remarkable grandchildren.

P:713-243-6713

PATRICIA “TRISH” MIMS

Senior Compliance Associate

Mrs. Mims serves as Senior Compliance Associate in Crossmark’s Compliance Department. In her role, she serves as corporate secretary for the Steward Funds managed by Crossmark and maintains the myriad of SEC filings and service agreements associated with the maintenance of the Funds.

Prior to joining Crossmark, Mrs. Mims served as Office Manager for Chris Mims Insurance Services where she managed regulatory compliance functions associated with the Firm’s mutual fund client accounts and acted as a liaison with the Firm’s clientele. Mrs. Mims has almost twenty years of financial services industry experience.

Mrs. Mims attended the University of Houston and an active Life Member of University of Houston Alumni Association who serves annually on the Spirit of Houston Alumni Association Scholarship Committee. She is a proud east Texas native who has resided in the Houston area since 1974. Mrs. Mims and her husband spend time together enjoying college football and working with their Champion Longhaired Dachshunds, Pembroke Welsh Corgi, chickens, turkeys, and Greenwinged Macaw. Mrs. Mims is also an avid needleworker and gardener.

P:713-243-6764

CHERICE PEOPLES

Compliance Associate

Ms. Peoples serves as Compliance Associate for Crossmark Global Investments. She supports the Compliance Department in an administrative role including distribution, review and maintenance of annual and quarterly compliance forms and logs as well as monitoring and tracking of Continuing Education requirements including Firm Element Education for all employees.

Mrs. Peoples has over 10 years of experience in the financial industry. Prior to joining Crossmark, she worked at Energy Capital Credit Union for 9 years. She started as a Member Service Representative and also served as the Branch Manager of two different branches in Houston, TX where she assisted members with a variety of financial needs. She has been with Crossmark for the past two years.

Ms. Peoples currently resides in Richmond, TX and has a daughter currently in college working towards achieving her degree in Sports Psychology. Mrs. Peoples is a member of her local church, and enjoys traveling and spending time with family and friends in her free time.

P:713-243-6742

COURTNEY CURTIS

Compliance Associate

Mrs. Curtis joined Crossmark in September 2017 and works in the Compliance Department. Mrs. Curtis began her career in 1999 at Invesco, an independent investment management firm, spending the next 15 years in a variety of roles within the firm including Sales Strategy Manager, Retirement Plans and Programs Specialist and Instructional Designer.

Born and raised in Houston, Texas, Mrs. Curtis earned her Bachelor’s degree in Business Management from Sam Houston State University. She continued her education by taking courses in the Master’s program at the University of Houston and Seminary classes at Southwestern Baptist Theological Seminary. Mrs. Curtis also holds a Series 7 and 66 license and has a Chartered Retirement Plans Specialist designation.

As an active member of her community, Mrs. Curtis serves on the board of a local non-profit organization. She enjoys staying busy supporting her two children in their athletic and academic pursuits along with volunteering at her church and in the National Charity League, a mother-daughter organization. Mrs. Curtis and her husband, Brandon, reside in Sugar Land, Texas with their two children, Nyah and Benjamin.

P:713-243-6735

MARY MCDONALD

Senior Investment Administration Associate

Mrs. McDonald joined the firm in 2008 and currently serves as the senior member of the Investment Administration team. Her primary tasks include ensuring data quality and implementing and documenting improvements in procedures. She has over 9 years of experience in the industry. Mrs. McDonald’s prior career in the home building industry included auditing, financial analysis and software development, implementation, training and support. Mary is a liscenced CPA in the state of Texas.

Mrs. McDonald is a Board Member of the Houston Affiliate of the American Women’s Society of CPAs and the Secretary/Treasurer for her homeowners association. She enjoys teaching Excel software at a non-profit organization and singing in the choir. Growing up in Turkey and Venezuela, she traveled extensively, and when time allows, continues to travel overseas and around the States.

P:713-243-6752

LUPE GOMEZ

Senior Investment Administration Associate

Ms. Gomez serves as a Senior Investment Administration Associate for Crossmark and is a member of the GIPS Subcommittee. In her current role, she assists with reporting, oversees the new account process, assigns composites for all products, and is involved in portfolio performance research and analysis.

Ms. Gomez joined Crossmark in 2008. Her past roles have included both Trading Assistant and Client Service.

Ms. Gomez earned her Bachelor of Business Administration in Finance from the University of Houston – Downtown. She enjoys Latin dancing for a hobby and spending time with her dog, an Italian Mastiff.

P:713-243-6708

FRANISHA WELLS

Investment Administration Associate

Ms. Wells Wells joined Crossmark in February, 2016 and is currently responsible for portfolio reconciliation and reporting. As an Investment Administration Associate, she is involved in data analysis and quality control as it relates to account operations.

Born and raised in Houston, Texas, Ms. Wells graduated with a BBA is Business Administration from Sam Houston State University. She is a member of Sigma Gamma Rho Sorority, Inc. which is a non-profit organization that volunteers and services the community in the achievement of education, health awareness, and leadership development.

P:713-243-6712

JOVANKA CHARLES

Investment Administration Associate

Ms. Charles joined Crossmark in 2016 and works primarily with the Portfolio Administration team. Her role ranges from reconciling customer accounts to producing ad hoc reports.

Ms. Charles brings over 8 years in accounting experience in a variety of industries and markets.
She holds a Masters in Business Administration for Henley Business School as well as a BSc in Economics and Management from The University of the West Indies.

In her free time Ms. Charles loves travelling to new and exciting places. Gardening and Yoga are her two favorite ways to relax and unwind.

P:713-243-6781

KATY CAVALIER

Investment Administration Associate

Ms. Cavalier joined Crossmark in March, 2017 and is currently responsible for portfolio reconciliation and reporting. As an Investment Administration Associate, she is involved in new account administration as well as corporate action processing. She had 4 years of project accounting experience prior to joining Crossmark.

Ms. Cavalier graduated with a B.S. in Finance from Louisiana State University. Ms. Cavalier enjoys spending her off time traveling and visiting her family in Louisiana.

P:713-243-6717

LILIAN CRUZ

Administrative Assistant

Mrs. Cruz supports investment administration operations with accounts reconciliation, customer database and other administrative routines.

She started her career as a legal attorney in Brazil and over time specialized in legal contracts, corporate law and compliance. Since 2015 she relocated to the U.S. and has been at Crossmark for 1 and a half years.

In 2003 Mrs. Cruz received her J.D. and later her postgrad in Legal Contracts and Finance in Brazil. She is a member of the Lawyers Order of Brazil.

She currently resides in Houston with her husband, Victor. Mrs. Cruz has an interest in running, interior design and travel.

P:713-243-6739
ANDREW J. JACOBSON, SR.
Chief Operating Officer
JIM COPPEDGE
General Counsel & Chief Compliance Officer
LYNNETTE M. BROSS
Director – Investment Administration
CARE BACH
Marketing Manager
MARCOS A. JUAREZ
Senior Marketing Associate
ANGELO GOMEZ
IT Helpdesk Technician
ANAIBIS VELASQUEZ
Accounting Manager
CHANTELL CORGILL
Senior Human Resources Associate
JANICE DARDEN
Office Administrator and Executive Assistant
PATRICIA “TRISH” MIMS
Senior Compliance Associate
CHERICE PEOPLES
Compliance Associate
COURTNEY CURTIS
Compliance Associate
MARY MCDONALD
Senior Investment Administration Associate
LUPE GOMEZ
Senior Investment Administration Associate
FRANISHA WELLS
Investment Administration Associate
JOVANKA CHARLES
Investment Administration Associate
KATY CAVALIER
Investment Administration Associate
LILIAN CRUZ
Administrative Assistant

MICHAEL L. KERN, III, CFA

President & CEO

Mr. Kern has been President & Chief Executive Officer of Crossmark and its related entities since May 2015. Before joining Crossmark, he was President of Stout Risius Ross, a financial advisory firm he had joined in 1996 as an analyst. During his 19 year tenure with Stout, he served in a variety of roles including Managing Director in the Valuation & Financial Opinions Group, Head of the Investment Banking Group, CFO and COO.

Raised in the Detroit area, Mr. Kern earned a B.S. in Finance and Business Economics from Wayne State University. He holds the Chartered Financial Analyst (CFA) designation as well as the Series 7, 63, and 24 securities licenses. In 2006, he received Crain’s Detroit Business 40 Under 40 Award, an award given to young professional leaders. He is a member of the CFA Institute and Young Presidents’ Organization (YPO).

Mr. Kern devotes a significant amount of time to philanthropic activities, which is his passion. He currently serves on the Board of Directors of Embrace the Truth International, as well as his local church. He previously was a member of the Executive Board of Directors of Convoy of Hope, while also serving as Treasurer and Chairman of the Compensation and Audit Committees. He is a past member of the Board of Directors of International Aid.

Mr. Kern resides in Houston, Texas with his wife, Amanda, and their four children.

P:713-243-6786

ANDREW J. JACOBSON, SR.

Chief Operating Officer

Mr. Jacobson joined Crossmark in February of 2016 as Chief Operating Officer, with over 20 years of leadership experience in the financial services industry, as well as in non-profit and military organizations. In his current role, Mr. Jacobson has responsibility over all business support activities, including Accounting, HR, IT, Marketing, Investment Administration, and Operations.

Prior to joining Crossmark, Mr. Jacobson spent 17 years with GMAC/Ally Bank in automotive finance, commercial lending, insurance, mortgage and the last four years as a senior HR executive. Between his time with GMAC and his arrival at Crossmark, Mr. Jacobson served four years as the Executive Pastor, Treasurer and CFO of an 11,000-member church in the Dallas area.

After growing up in Flint, Michigan, Mr. Jacobson attended the University of Michigan, where he earned a Bachelor of Business Administration in Organizational Behavior & Human Resource Management. During undergrad, Mr. Jacobson enlisted in the United States Naval Reserve and subsequently served for eight years before being Honorably Discharged in 2001. Shortly thereafter, Mr. Jacobson commenced graduate school at Pepperdine University in Malibu, California where he earned a Master of Business Administration in 2004.

Mr. Jacobson and his wife Sarah, along with their four children thoroughly enjoy serving in non-profit, civic and ministry organizations. Mr. Jacobson dedicates a couple weeks each year to international missions and serves on the Board of Governors of Messenger College as well as the Board of Directors of To Give a Smile.

P:713-243-6727

DAVID N. RENTFROW, CIMA®

Managing Director & Head of Distribution

Mr. Rentfrow joined Crossmark in January 2017 as Managing Director and Head of Distribution. In this role, Mr. Rentfrow leads the Institutional, Intermediary and Steward Mutual Fund businesses.

Mr. Rentfrow brings a strong distribution background to Crossmark. He joined Crossmark from BlackRock, Inc. where as a Managing Director he led high performing teams helping to fulfill client needs utilizing a broad array of financial instruments, including: mutual funds; ETFs; Separately Managed Accounts and Alternative Investments. Prior to BlackRock, Mr. Rentfrow spent time at Merrill Lynch and Manulife Financial and in total brings over 20 years of investment management distribution expertise to Crossmark.

Raised in California and Illinois, Mr. Rentfrow holds a B.A. in Communication from Eastern Illinois University and a Master’s degree in International Business from Webster University in St. Louis. He holds the Certified Investment Management Analyst (CIMA) designation as well as the Series 7, 24, 63 and 66 securities licenses.

Mr. Rentfrow splits time between his home in Missouri and Houston. He and his wife Susan have one son, Sage.

P:713-243-6714

SCOTT FRAKES

Senior Regional Director

Serving as Senior Regional Director, Mr. Frakes helps lead Intermediary and Mutual Fund distribution for Crossmark’s Central Region. Mr. Frakes is part of the Advisor Solutions Group at Crossmark. He and his team work closely with financial advisory firms to implement values based investment solutions. Prior to Crossmark, he spent five years as a Financial Advisor with A.G. Edwards. Mr. Frakes has been with Crossmark since 2001.

Mr. Frakes graduated with a B.A. from Bowling Green State University. He holds the Series 7, 63, and 66 securities licenses.

Mr. Frakes also serves as Chairman of his church’s Annual Appeal Project and on his church’s Finance Committee. He is a volunteer mentor for Sigma Phi Epsilon at Washington University in St. Louis. He has served as President of the Board of Education for Christ the King School. Mr. Frakes lives in St Louis, MO with his wife Jen and two daughters.

P:314-726-9971

ANDREW ERAS, CFA

Managing Director - Global Institutional Group

Mr. Eras joined Crossmark in June of 2016 as Managing Director of the Global Institutional Group.

Mr. Eras comes to Crossmark with over 20 years of experience as an institutional sales professional at national asset management and investment boutique firms. His previous role was at Emerald Advisers, as Vice President of Institutional Sales where he grew institutional assets for Small and Mid-Cap Growth strategies. Prior to that, he was the Director of Institutional Asset Management at Stralem & Company where he launched an institutional sales division for their Large Cap Equity Strategy. He has also worked in sales and client service at AllianceBernstein and The Bank of Tokyo-Mitsubishi.

Mr. Eras received a bachelor’s degree from the SUNY at Albany and holds the Chartered Financial Analyst (CFA) designation. Mr. Eras is a member of the New York Society of Security Analysts and the CFA Institute. He holds the Series 6 and 63 securities licenses.

Mr. Eras is a native New Yorker, and currently lives with his wife and children in Wyckoff, New Jersey. He enjoys the struggles of being a New York Jet and Mets fan.

P:917-544-8061

ZACHARY I. SHAW

Regional Director

Mr. Shaw joined Crossmark in August of 2017 and serves as Regional Sales Director for the Western Region. His core focus applies a team approach to distribute model portfolios and customized strategies to the marketplace.

Mr. Shaw brings 18 years of Financial Services experience and has held roles in wealth management and key accounts with Smith Barney Asset Management and Travelers Life & Annuity, represented Metlife’s Asset Management Portfolios as a Regional Investment Specialist, and previous to joining Crossmark represented BNY Mellon Institutional Investment Managements Western Division as a Regional Director.

Mr. Shaw graduated from Syracuse University with a degree in Economics and studied at the Maxwell School of Citizenship and Public Affairs at Syracuse. He also holds a FINRA Series 7, 6, & 63.

Aside from being highly active in his local church and his son’s Christian School, Mr. Shaw works closely with the American Cancer Society and the Long Beach Police Departments Memorial Widows & Orphans Charity. Mr. Shaw resides in Orange County California with his son.

P:949-981-3660

ARIANA HARRIS, CFP®

Regional Director

Mrs. Harris serves as Regional Director in the Southeast Region. She is responsible for providing business development and client service coverage within the region to financial intermediaries. Mrs. Harris represents the firm’s unique suite of strategies and our deep expertise in responsible investing.

Mrs. Harris has been in the financial services industry for the past 17 years. She has been covering the Carolinas for 12 years and worked for Stadion Funds, Goldman Sachs Asset Management, and Legg Mason Global Asset Management. She joined Crossmark Global Investments in August of 2017. Mrs. Harris received her B.B.A from James Madison University and currently holds a Certified Financial Planner (CFP®) designation as well as her Series 7, Series 63, and licenses.

Mrs. Harris resides in Charlotte, North Carolina where she has lived for the past 11 years. She is married to her husband, Chris and they have two boys Hudson and Anderson. She volunteers with Palisades Episcopal School, Team Charlotte Swimming, and serves on the board of the Palisades Piranhas Swim Team.

P:410-215-9714

BRIAN C. PERKES, MBA, CRPC

Regional Director

Mr. Perkes serves as Regional Director in the Texas South Region and Utah. He and his team work closely with financial advisors to implement values-based investment solutions to help clients invest with purpose and responsibility.

Prior to Crossmark, Mr. Perkes spent 19 years as a Vice President and Senior Advisor Consultant at Oppenheimer Funds. At Oppenheimer, he worked closely with financial advisors not only to provide investment expertise, but also as a partner to help advisors build and manage their practice, and to keep them and their clients focused on the long term. Prior to joining OppenheimerFunds, Mr. Perkes worked as a financial advisor at American Express Financial Advisors.

Since 1997, Brian has been providing asset management advice and services to high-net-worth individuals and financial advisors. He specializes in asset allocation, professional money manager selection, alternative investments, developing investment solutions and wealth management strategies for individuals and families.

Mr. Perkes received an MBA in from The University of Colorado, and an B.S. in International Business from Brigham Young University-Hawaii.

He holds the Charted Retirement Plan Consultant (CRPC) designation and FINRA Series 7 and 63 licenses. Brian lives in Dallas, Texas, with his wife and four children. He enjoys outdoor sports, including biking, skiing, and boating, and serving in various volunteer church leadership roles.

P:972-523-8568

JORDAN IZUMI, CFP®

Vice President - Advisor Solutions Group

Mr. Izumi serves as Vice President–Advisor Solutions Group. His responsibilities include business development, home office relationship management and product development.

Mr. Izumi earned his Bachelors degree in Business Administration from Evangel University, then began his career with AG Financial Solutions in 2008 where he served as a Retirement Planning Consultant. He currently holds his Certified Financial Planner™ (CFP) designation.

Jordan has served as board member of his local church and on the alumni board of Enactus for Evangel University students. He enjoys international travel, discovering new restaurants, and spending time with family and friends. Jordan and his wife, Denae, reside in Houston Texas.

P:713-243-6720

SAM FENTON

Vice President - Global Institutional Group

Mr. Fenton joined Crossmark in February 2012 and currently serves as the Vice President of the Global Institutional Group.

Prior to working at Crossmark, Mr. Fenton worked in the nonprofit sector. His responsibilities included short-term rapid deployment to humanitarian emergencies as a first responder and long-term development as an in-country director and project manager for the construction of schools, churches and warehouses for emergency preparedness.

Born in New York, Mr. Fenton has had the opportunity to live in several states and countries including Costa Rica and Argentina. He graduated with a BA in Humanities from Central Bible College in 2003, received Honors in Spanish from Cincel Language Institute-Costa Rica in 2009, and holds his Series 6, 63, and 65 securities licenses.

Mr. Fenton devotes a significant amount of time to local charities and serves as a volunteer at his children’s school. He moved to Houston in 2011 where he currently resides with his wife Katy and his 3 children, Gianna, Amelia and Bruin.

P:713-243-6766

ROBERT A. KARISCH

Internal Director - Advisor Solutions Group

Mr. Karisch joined Crossmark in February 1990 and currently serves as Internal Director for the Advisor Solutions Group with Crossmark Asset Management Company in the managed accounts division.

Mr. Karisch began his career in 1990 with Crossmark as a Regional Marketing Representative and is currently working on a team with Mr. Frakes. With over 40 years of combined industry experience, Mr. Frakes and Mr. Karisch have collaborated with financial advisors helping them manage their businesses more effectively since 2007. Mr. Karisch’s responsibilities include developing new business and servicing existing clients in the broker/advisor channel. He focuses on building strong relationships while providing concierge level client services. His approach centers on consulting with advisors to find customized investment solutions to complex problems.

Mr. Karisch is native to Houston and is a fifth generation proud Texan. He graduated from Texas State University with a BBA in Marketing and holds the Series 6, 63, and 65 securities licenses. Mr. Karisch volunteers his personal time promoting the academic and athletic pursuits of his alma mater. He is active as a chapter leader for the Texas State University Alumni Association in Houston, and serves on the Leadership Council for the Texas State Bobcat Club.

P:713-243-6732

LUKE LLOYD

Regional Associate

Mr.Lloyd joined Crossmark in September 2009 and currently serves as Regional Associate for the West Region. Mr. Lloyd facilitates business by providing advisors with up-to-date product and market information, and serves as a resource for Crossmark’s Marketing and Client Service Team.

Mr. Lloyd has been in the financial services industry for more than 12 years. Prior to Crossmark, he served as a financial advisor for both Wells Fargo and Chase Investments.

Raised in the Houston area, Mr. Lloyd graduated with a B.B.A in Finance from the University of Iowa and holds the Series 7 and 66 securities licenses. He lives in Houston with his wife Lindsey and daughter London. He enjoys spending his free time training for his next marathon and mountain biking.

P:713-243-6793

KASSIANA RICHARDSON

Client Service Associate - Advisor Solutions Group

Ms. Richardson joined Crossmark in June 2016 and serves as the Client Service Associate for the Advisor Solutions Group. She is responsible for working with the internal business development representatives to gather and process all necessary paperwork for new accounts. Prior to joining Crossmark, she worked at Wells Fargo Advisors as the Associate Training Liaison.

Raised in the Midwest, Ms. Richardson graduated from Maryville University in St. Louis where she earned her Bachelor’s degree in Business Administration.

Before relocating to Houston, Ms. Richardson volunteered in the children’s ministry at her local church. She also enjoys playing basketball, trying new restaurants, and traveling.

P:713-243-6767

LIZ THOMPSON

Client Service Associate - Global Institutional Group

Mrs. Elizabeth “Liz” Thompson joined Crossmark in October 2017 as Client Service Associate to for the Global Institutional Group. Mrs. Thompson supports the Global Intuitional group with account transactions, reporting & screening.

Prior to joining Crossmark, Mrs. Thompson was a professional golfer, who played on the LPGA Symetra Tour for 5 years. During the off season, she was the Middle School Girl’s Golf Coach for St. John’s School in Houston, Texas.

Born and raised in Houston, Mrs. Thompson attended Furman University in Greenville South Carolina where she majored in Business Administration. She was a scholarship athlete on the Women’s Golf Team all four years and was awarded the All Southern Conference Team & Southern Conference Academic Honor roll.

Mrs. Thompson lives in Houston with her husband Glenn and French bulldog, Putter. She is involved with Yellowstone Academy, Living Water International, Texas Center for the Missing, and the First Tee of Greater Houston.

P:713-243-6797

SCOTT WYNANT

Managing Director

As a Managing Director, Mr. Wynant brings over 35 years’ experience in financial and investment services to Crossmark where he currently focuses on wealth management solutions for Institutions and High Net Worth families. Clients include foundations, endowments, retirement plans and families. Mr. Wynant also works closely with the CEO on special projects including new business development and opportunities.

Prior to joining Crossmark, Mr. Wynant served as first Vice President of Smith Barney for 16 years in Oregon and Northern California, and 11 years as Executive Vice President of AG Financial Trust and Investment Services in Springfield, Mo. Mr. Wynant was instrumental in the creation of AG Financial Wealth Management Solutions, LLC in 2003 and the Steward family of faith-based mutual funds. He served as Chief Investment Officer and member of the AG Financial Investment Committee from 1998 to 2008. He holds the Series 7, 63, 65, 66, and 24 securities licenses.

Raised in the Northwest and a proud third generation Oregon Duck, Mr. Wynant and his wife Nancy reside in Houston, TX and are members of Hope City Houston. Mr. Wynant has served on various not for profit boards in the past and currently is a board member for El Centro Network. Mr. Wynant and Nancy have two married children and six grandchildren and are blessed to have them all reside in Houston.

P:713-243-6711

DANIELLE FRAZIER

Senior Wealth Management Associate

Mrs. Frazier serves as Senior Wealth Management Associate for Crossmark’s and Steward Mutual Funds teams.She assists with building new client relationships, portfolio analysis, and providing excellent client service to all of our existing clients, while helping them reach their financial goals.

Mrs. Frazier has over 12 years of industry experience. She started at First Investors Corporation as a financial advisor and eventually moved to JP Morgan Private Wealth division where she worked with high net worth clients. She has been with Crossmark since 2010.

Mrs. Frazier graduated with a B.A. in Psychology from The University of Texas. She currently holds the series 6, 63 and 65 licenses.

Mrs. Frazier is involved in the Communities in School program, which she has participated in for 8 years. She volunteers with the Special Olympics, the Boys and Girls Club and is on the board of the non-profit organization Positive Endeavors. In her spare time, she and her husband enjoys traveling, the local theatres and having fun outdoors.

P:713-243-6707

JIM COPPEDGE

General Counsel & Chief Compliance Officer

Mr. Coppedge joined Crossmark in June 2017 as General Counsel & Chief Compliance Officer. Prior to joining Crossmark, Mr. Coppedge served as deputy general counsel for American International Group, Inc. (AIG), leading a team that provided legal and compliance services to the AIG’s global consumer product businesses. Prior to joining AIG, he served as associate general counsel for Invesco, Ltd., leading a team that provided legal and compliance services to the North American Retail Group (which included the AIM and Invesco mutual funds).

Mr. Coppedge’s professional career began in 1992 when he accepted an analyst position in the law department of USAA (a diversified financial services firm). He spent seven years at USAA,
primarily supporting the firm’s mutual fund, brokerage, and investment advice businesses.

A native Texan, Mr. Coppedge earned a B.B.A. in Finance from Texas A&M University and a Juris Doctor from St. Mary’s University School of Law.

Mr. Coppedge also devotes time to philanthropic activities. He currently serves on the Boards of Directors of Fort Bend Seniors Meals on Wheels and the University of Houston Cougar Investment Fund.

Mr. Coppedge has lived in the Houston area for almost twenty years. He and his wife, Krista, have three daughters.

P:713-243-6746

VICTORIA L. FERNANDEZ

Managing Director – Fixed Income Investments

Mrs. Fernandez joined Crossmark in July 2012 and serves as the Managing Director of Fixed Income Investments. Mrs. Fernandez began her career in 1994 at Fayez Sarofim & Company, a Houston- based financial advisory firm, spending the next 18 years in a variety of roles within the fixed income division including Head Trader, Municipal Portfolio Manager and as an Associate on the management team.

Born and raised in Houston, Texas, Mrs. Fernandez remained in her hometown to earn her Bachelor of Arts from Rice University and recently completed her MBA from the May’s Business School at Texas A&M University.

As an active member of her community, Mrs. Fernandez has served on the boards of local non-profit organizations and religious institutions. She stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in the National Charity League, a mother-daughter volunteer organization. Mrs. Fernandez and her husband, David, reside in Houston, Texas with their two children, Nicholas and Nicole.

P:713-243-6728

JOHN R. WOLF

Managing Director – Equity Investments

Mr. Wolf joined Crossmark in 1996 and currently serves as Managing Director of Equity Investments. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

Prior to Crossmark, Mr. Wolf began his financial services career in 1983 at The Dreyfus Corporation and moved to Oppenheimer Capital in 1987. In 1992 he became Vice President of New Castle Advisers, a start-up investment advisor specializing in covered call option portfolio strategies. New Castle was acquired by Crossmark in 1996 where he was instrumental in Crossmark’s expansion into managing quantitative equity portfolios.

Originally from the New York City area, Mr. Wolf graduated with a BBA in Accounting from Hofstra University and an MBA in Finance from Manhattan College. He currently holds the Series 7, 66 and 24 securities licenses. In 2001 Mr. Wolf relocated to Crossmark headquarters in Houston, TX where he currently resides.

P:713-243-6785

PAUL C. TOWNSEN

Managing Director

As Managing Director, Mr. Townsen is the portfolio manager for Crossmark’s Covered Call Income strategy. Since beginning his career with Crossmark in 1993, Mr. Townsen’s responsibilities have included portfolio management, portfolio analytics, allocation maintenance, soft dollar management, and numerous other leadership positions.

Mr. Townsen has been involved with equity index trading for Crossmark’s institutional clients for 18 years. As a senior equity and derivatives trader, his years of experience bring a strong knowledge of the unique factors associated with equity index trading. Mr. Townsen also brings expertise in trading taxable and tax-exempt bonds as he previously served as Crossmark’s head bond trader.

Mr. Townsen graduated from the University of Incarnate Word with a BBA in Finance. He resides in Houston with his wife Jennifer and 4 children, Mackenzie, Tristan, Noah and Presley.

P:713-243-6758

MELVILLE L. CODY

Senior Portfolio Manager

Mr. Cody serves as Senior Portfolio Manager for Crossmark’s Large Cap Growth and TAAP portfolios.

With over 30 year’s investment experience, Mr. Cody’s background includes both buy side money management organizations and the sell side, where he worked at Sanders Morris Harris as Vice President of Institutional Research. He was recognized by the Wall Street Journal as an “All Star Analyst”. On the buy side, Mr. Cody has worked at financial institutions such as USAA Investment Management Company, a mutual fund group, and at American General as a portfolio manager and analyst. Mr. Cody also served as Co-Chairman of Roger H. Jenswold & Co. prior to its merger with Crossmark.

A native Texan, Mr. Cody graduated from The University of Texas Business Honors Program and received his Master’s of Business Administration from UT, as well. He holds the Series 65 securities license. Mr. Cody resides in Katy, Texas with his wife and two sons. He enjoys tennis, swimming and fishing.

P:713-243-6715

PATRICK N. GARBODEN

Senior Portfolio Manager

Mr. Garboden serves as Senior Portfolio Manager for Crossmark’s municipal bond products. He brings over 30 years of experience within the financial services industry including 19 years with Smith Barney. His broad financial background consists of serving as First Vice President, Branch Manager for 11 years and as an Investment Management Specialist/Portfolio Manager with the Consulting Group, a division of Citigroup Global Markets, Inc. Prior to joining Smith Barney, Mr. Garboden was a general partner in the financial services firm of Jones, Humphrey, Garboden and Company.

Mr. Garboden attended the University of Oregon and currently holds the Series 7, 63, and 65 securities licenses. When he is not spending time with his wife, two daughters, or four grandchildren he enjoys fishing, boating, and photography. Mr. Garboden is also a private pilot; he has been a Civil Air Patrol member since 2005 and has built two Van’s RV9A airplanes.

P:713-243-6710

ZACHARY WEHNER, J.D.

Portfolio Manager

Mr. Wehner joined Crossmark in 2014. He currently serves as an Equity Portfolio Manager. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

A native Houstonian, Mr. Wehner graduated from the University of Houston Law Center, where he received his J.D. & M.B.A. He is a member of the State Bar of Texas. He graduated magna cum laude from Southern Methodist University (SMU), where he earned a BA in history and a BBA in accounting. Throughout his academic career, Mr. Wehner focused on financial analysis, derivatives and the relationship between law and business.

Mr. Wehner sits on Crossmark’s Investment Policy, Valuation and Risk Management Committees. He currently holds the Series 7 securities license.

P:713-243-6750

GINA M. GARCIA

Senior Fixed Income Trader

Ms. Garcia serves as Senior Fixed Income Trader and is an integral component of the investment process working with portfolio managers to implement Crossmark’s current strategy. Prior to joining Crossmark in 2000, Ms. Garcia was responsible for budget administration and operations procedures in the aerospace industry.

Ms. Garcia enjoys spending time reading about the newest trends in interior design, and exploring the diverse culinary and artistic opportunities in Houston. When not in the office or enjoying city life, Ms. Garcia utilizes her creative talent for interior design to assist others in their decoration and renovation needs.

P:713-243-6748

RYAN E. CAYLOR

Senior Research Analyst

Mr. Caylor joined Crossmark in June of 2016 and currently serves as a Senior Research Analyst covering fixed income and credit as a sector generalist. He is responsible for generating independent and differentiated fundamental research on markets, sectors, and individual companies in support of Crossmark’s Portfolio Managers and Investment Teams.

Prior to joining Crossmark, Mr. Caylor was a sell-side Equity Research Associate at Tudor, Pickering, Holt & Co. (TPH) covering competitive power and electric utility stocks. Prior to TPH, Mr. Caylor was an Associate in the Energy Valuation Group at PricewaterhouseCoopers. Mr. Caylor graduated from Tulane University in New Orleans with an undergraduate degree in Finance, as well as Masters degrees in Accounting and Finance. He currently holds the Series 7, 63, 86, and 87 securities licenses.

Outside of Crossmark, Mr. Caylor serves as an officer in the United States Army Reserve, and resides in Houston with his wife, daughter, and dog.

P:713-243-6751

TIFFANY NUNN, AIF®

Senior Investment Analyst

Ms. Nunn serves as Senior Investment Analyst. She is responsible for the interpretation and implementation of investors’ values-based investment policies and commitments ensuring investment holdings are faithful to the investors’ environmental, social and governance (ESG), or socially responsible investing (SRI) principles. Ms. Nunn is a key contact for Institutional consultant inquiries and possesses a strong knowledge of all client reporting data. She is also responsible for the investment administration due diligence process and oversight of external investment data. Ms. Nunn began her career at Crossmark in 2007 where she has been involved with social screening since 2009.

Ms. Nunn earned her BA in Psychology from New Mexico State University and acquired extensive experience working in the non-profit sector, serving on various boards and committees of non-profit organizations. Ms. Nunn attained the Accredited Investment Fiduciary (AIF®) credential from the Center for Fiduciary Studies in 2015. The AIF credential demonstrates specialized knowledge of fiduciary standards of care and their application to the investment management process.

P:713-243-6726

JOSHUA HARTKE

Equity Investments Analyst

Mr. Hartke joined Crossmark in June of 2015. He graduated cum laude with honors in liberal arts from Southern Methodist University and earned a BBA in Finance. He is currently a CFA Level III Candidate.

As an Equity Investments Analyst, Mr. Hartke monitors, trades, and fulfills research and portfolio analytics needs for Crossmark’s various equity products. He also focuses on derivative instruments that are utilized in Crossmark’s strategies.

Mr. Hartke is a CFA Level III Candidate and sits on the Investment Policy Committee at Crossmark. He is also a founding member of the Philanthropy Committee.

Before settling in Texas, Mr. Hartke lived in Ohio, Missouri, and New Jersey. His relatives reside in Alaska, Virginia, California, North Carolina, Florida and Arkansas. He considers himself well-travelled in the United States, and looks forward to future international travels.

P:713-243-6744

BRANDON HUTCHISON

Fixed Income Municipal Trader

Mr. Hutchison joined Crossmark in October of 2017 as Fixed Income Municipal Trader.

Prior to his role at Crossmark, Mr. Hutchison was a Financial Analyst for Tier 1/2 auto-supplier Futuris Group. Prior to that, he was a Compensation Analyst for mortgage company Quicken Loans.

Mr. Hutchison holds a Bachelor of Science in Finance from Michigan Technological University and is currently working on his MBA. He holds the Series 65 license.

Mr. Hutchison was born and raised in Detroit. He recently relocated to Houston with his fiancé, Paige and pit bull-lab mix. Mr. Hutchison is a former collegiate athlete and NFL free agent. He still enjoys all sports, especially basketball and weight lifting. Outside of work, he enjoys traveling and reading about behavioral economics. He is also passionate about philanthropic activities as well as his faith.

P:713-243-6719

LYNNETTE M. BROSS

Director – Investment Administration

As Director of Investment Administration, Mrs. Bross has over 28 years of experience at Crossmark. She oversees Investment Administration Operations which includes new account administration, reconciliation and client reporting. She began her career at Crossmark in 1988 serving as an Account Administrator in the Transfer Agency Department. Mrs. Bross’ experience includes equity trading, mutual fund accounting, and corporate accounting.

Mrs. Bross is an avid fan of the Houston Rockets. She currently resides in Houston with her husband, Steve, three daughters, and one grandson.

P:713-243-6788

CARE BACH

Marketing Manager

Ms. Bach joined Crossmark in July of 2015 and serves as the Marketing Manager for the firm. She oversees the marketing strategy including branding, content development and public relations for the firm.

Prior to Crossmark, Ms. Bach worked in advertising where she managed brand development and creative execution for T-Mobile and Waste Management.

Ms. Bach graduated with a BA in Advertising from Louisiana State University. She resides in Houston, TX with her dog Wrigley. Outside of Crossmark, she enjoys teaching yoga and competing in Crossfit.

P:713-243-6724

MARCOS A. JUAREZ

Senior Marketing Associate

Mr. Juarez serves as Senior Marketing Associate for Crossmark. He manages all graphic design responsibilities for digital and print. In addition, he helps with product data reporting on a quarterly basis. He’s been with the company since 2001.

Mr. Juarez graduated with a A.A.S. in Multimedia and Graphic Design from The Art Institute of Houston.

Born in Guatemala City, he resides in Houston, TX. Mr. Juarez is a member of his local church, and is an avid sports fan.

P:713-243-6782

ANGELO GOMEZ

IT Helpdesk Technician

Mr. Gomez joined Crossmark in May 2017 and currently serves as the IT Helpdesk Technician who oversees all aspects of Information Technology for the firm.

Prior to Crossmark, Mr. Gomez served in United States Marine Corps for 12 years in the Intelligence Field as a Special Intelligence communicator at which he did two tours in Iraq. He ended his military obligation, and received a Bachelors in Management Information Systems from Wayland Baptist University.

Born in Lubbock, Tx, Mr. Gomez has had the opportunity to live all over the world and many states. Being a native Texan brought him back to Texas where he now lives in La Porte. In his free time Mr. Gomez enjoys playing sports and traveling.

P:713-243-6722

ANAIBIS VELASQUEZ

Accounting Manager

Mrs. Velasquez reports directly to COO. Her responsibilities include Accounts Receivable and Accounts Payable.

Mrs. Velasquez has been with Crossmark since Feb 2017. Prior to joining Crossmark, Mrs. Velasquez served as an Accounts Receivable Specialist for SureTec. Her responsibilities consisted of cash reconciliations, preparing agency statements, verifying and processing accounting and finance data entries.

Mrs. Velasquez obtained her Bachelors of Business Administration in Accounting from (UHD) University of Houston-Downtown. Before moving to the Lone Star State of Texas in 2009, Mrs. Velasquez lived in The Sunshine State of Florida. Mrs. Velasquez enjoys spending time with her family, in addition to traveling, fishing, and snorkeling. She resides in Houston with her husband and two daughters.

P:713-243-6733

CHANTELL CORGILL

Senior Human Resources Associate

Mrs. Corgill joined Crossmark in August 2010 and serves as a Senior Human Resources Associate. She is responsible for the day-to-day operations of Human Resources to include employee relations, benefits administration, employee policies and procedures, and new hire onboarding. Mrs. Cogill began her career in Human Resources in 1999 at Klein Bank, a privately owned bank in Houston.

Born and raised in the Houston area, Mrs. Corgill has stayed in her hometown and is married with two daughters. She stays busy volunteering at her daughter’s school, as well as the National Charity League, a mother-daughter volunteer organization.

P:713-243-6736

JANICE DARDEN

Office Administrator and Executive Assistant

Ms. Darden serves as Office Manager and provides administrative assistance to the CEO, COO, and other principals. She assists on special projects and provides technical and logistical support for all departments. Ms. Darden is responsible for the day-to-day functions of the office.

Ms. Darden joined R.H. Jenswold & Co. in 2005 and, with the Crossmark acquisition in 2009, she transitioned to the position of AR Administrator. Her responsibilities then included the complete Accounts Receivable cycle (account set-up, preparation & delivery of invoices, allocation of payments, collections and AR reporting to the CEO). Ms. Darden moved to her current position in 2017.

Although she is a native Texan, Ms. Darden has lived in seven states and attended Victor Valley University in California. While living in Florida, Ms. Darden volunteered with an organization supporting caregivers of HIV positive infants and toddlers.

Ms. Darden has always maintained that her greatest accomplishments have been her two amazing daughters and four remarkable grandchildren.

P:713-243-6713

PATRICIA “TRISH” MIMS

Senior Compliance Associate

Mrs. Mims serves as Senior Compliance Associate in Crossmark’s Compliance Department. In her role, she serves as corporate secretary for the Steward Funds managed by Crossmark and maintains the myriad of SEC filings and service agreements associated with the maintenance of the Funds.

Prior to joining Crossmark, Mrs. Mims served as Office Manager for Chris Mims Insurance Services where she managed regulatory compliance functions associated with the Firm’s mutual fund client accounts and acted as a liaison with the Firm’s clientele. Mrs. Mims has almost twenty years of financial services industry experience.

Mrs. Mims attended the University of Houston and an active Life Member of University of Houston Alumni Association who serves annually on the Spirit of Houston Alumni Association Scholarship Committee. She is a proud east Texas native who has resided in the Houston area since 1974. Mrs. Mims and her husband spend time together enjoying college football and working with their Champion Longhaired Dachshunds, Pembroke Welsh Corgi, chickens, turkeys, and Greenwinged Macaw. Mrs. Mims is also an avid needleworker and gardener.

P:713-243-6764

CHERICE PEOPLES

Compliance Associate

Ms. Peoples serves as Compliance Associate for Crossmark Global Investments. She supports the Compliance Department in an administrative role including distribution, review and maintenance of annual and quarterly compliance forms and logs as well as monitoring and tracking of Continuing Education requirements including Firm Element Education for all employees.

Mrs. Peoples has over 10 years of experience in the financial industry. Prior to joining Crossmark, she worked at Energy Capital Credit Union for 9 years. She started as a Member Service Representative and also served as the Branch Manager of two different branches in Houston, TX where she assisted members with a variety of financial needs. She has been with Crossmark for the past two years.

Ms. Peoples currently resides in Richmond, TX and has a daughter currently in college working towards achieving her degree in Sports Psychology. Mrs. Peoples is a member of her local church, and enjoys traveling and spending time with family and friends in her free time.

P:713-243-6742

COURTNEY CURTIS

Compliance Associate

Mrs. Curtis joined Crossmark in September 2017 and works in the Compliance Department. Mrs. Curtis began her career in 1999 at Invesco, an independent investment management firm, spending the next 15 years in a variety of roles within the firm including Sales Strategy Manager, Retirement Plans and Programs Specialist and Instructional Designer.

Born and raised in Houston, Texas, Mrs. Curtis earned her Bachelor’s degree in Business Management from Sam Houston State University. She continued her education by taking courses in the Master’s program at the University of Houston and Seminary classes at Southwestern Baptist Theological Seminary. Mrs. Curtis also holds a Series 7 and 66 license and has a Chartered Retirement Plans Specialist designation.

As an active member of her community, Mrs. Curtis serves on the board of a local non-profit organization. She enjoys staying busy supporting her two children in their athletic and academic pursuits along with volunteering at her church and in the National Charity League, a mother-daughter organization. Mrs. Curtis and her husband, Brandon, reside in Sugar Land, Texas with their two children, Nyah and Benjamin.

P:713-243-6735

MARY MCDONALD

Senior Investment Administration Associate

Mrs. McDonald joined the firm in 2008 and currently serves as the senior member of the Investment Administration team. Her primary tasks include ensuring data quality and implementing and documenting improvements in procedures. She has over 9 years of experience in the industry. Mrs. McDonald’s prior career in the home building industry included auditing, financial analysis and software development, implementation, training and support. Mary is a liscenced CPA in the state of Texas.

Mrs. McDonald is a Board Member of the Houston Affiliate of the American Women’s Society of CPAs and the Secretary/Treasurer for her homeowners association. She enjoys teaching Excel software at a non-profit organization and singing in the choir. Growing up in Turkey and Venezuela, she traveled extensively, and when time allows, continues to travel overseas and around the States.

P:713-243-6752

LUPE GOMEZ

Senior Investment Administration Associate

Ms. Gomez serves as a Senior Investment Administration Associate for Crossmark and is a member of the GIPS Subcommittee. In her current role, she assists with reporting, oversees the new account process, assigns composites for all products, and is involved in portfolio performance research and analysis.

Ms. Gomez joined Crossmark in 2008. Her past roles have included both Trading Assistant and Client Service.

Ms. Gomez earned her Bachelor of Business Administration in Finance from the University of Houston – Downtown. She enjoys Latin dancing for a hobby and spending time with her dog, an Italian Mastiff.

P:713-243-6708

FRANISHA WELLS

Investment Administration Associate

Ms. Wells Wells joined Crossmark in February, 2016 and is currently responsible for portfolio reconciliation and reporting. As an Investment Administration Associate, she is involved in data analysis and quality control as it relates to account operations.

Born and raised in Houston, Texas, Ms. Wells graduated with a BBA is Business Administration from Sam Houston State University. She is a member of Sigma Gamma Rho Sorority, Inc. which is a non-profit organization that volunteers and services the community in the achievement of education, health awareness, and leadership development.

P:713-243-6712

JOVANKA CHARLES

Investment Administration Associate

Ms. Charles joined Crossmark in 2016 and works primarily with the Portfolio Administration team. Her role ranges from reconciling customer accounts to producing ad hoc reports.

Ms. Charles brings over 8 years in accounting experience in a variety of industries and markets.
She holds a Masters in Business Administration for Henley Business School as well as a BSc in Economics and Management from The University of the West Indies.

In her free time Ms. Charles loves travelling to new and exciting places. Gardening and Yoga are her two favorite ways to relax and unwind.

P:713-243-6781

KATY CAVALIER

Investment Administration Associate

Ms. Cavalier joined Crossmark in March, 2017 and is currently responsible for portfolio reconciliation and reporting. As an Investment Administration Associate, she is involved in new account administration as well as corporate action processing. She had 4 years of project accounting experience prior to joining Crossmark.

Ms. Cavalier graduated with a B.S. in Finance from Louisiana State University. Ms. Cavalier enjoys spending her off time traveling and visiting her family in Louisiana.

P:713-243-6717

LILIAN CRUZ

Administrative Assistant

Mrs. Cruz supports investment administration operations with accounts reconciliation, customer database and other administrative routines.

She started her career as a legal attorney in Brazil and over time specialized in legal contracts, corporate law and compliance. Since 2015 she relocated to the U.S. and has been at Crossmark for 1 and a half years.

In 2003 Mrs. Cruz received her J.D. and later her postgrad in Legal Contracts and Finance in Brazil. She is a member of the Lawyers Order of Brazil.

She currently resides in Houston with her husband, Victor. Mrs. Cruz has an interest in running, interior design and travel.

P:713-243-6739
MICHAEL L. KERN, III, CFA
President & CEO
ANDREW J. JACOBSON, SR.
Chief Operating Officer
DAVID N. RENTFROW, CIMA®
Managing Director & Head of Distribution
SCOTT FRAKES
Senior Regional Director
ANDREW ERAS, CFA
Managing Director - Global Institutional Group
ZACHARY I. SHAW
Regional Director
ARIANA HARRIS, CFP®
Regional Director
BRIAN C. PERKES, MBA, CRPC
Regional Director
JORDAN IZUMI, CFP®
Vice President - Advisor Solutions Group
SAM FENTON
Vice President - Global Institutional Group
ROBERT A. KARISCH
Internal Director - Advisor Solutions Group
LUKE LLOYD
Regional Associate
KASSIANA RICHARDSON
Client Service Associate - Advisor Solutions Group
LIZ THOMPSON
Client Service Associate - Global Institutional Group
SCOTT WYNANT
Managing Director
DANIELLE FRAZIER
Senior Wealth Management Associate
JIM COPPEDGE
General Counsel & Chief Compliance Officer
VICTORIA L. FERNANDEZ
Managing Director – Fixed Income Investments
JOHN R. WOLF
Managing Director – Equity Investments
PAUL C. TOWNSEN
Managing Director
MELVILLE L. CODY
Senior Portfolio Manager
PATRICK N. GARBODEN
Senior Portfolio Manager
ZACHARY WEHNER, J.D.
Portfolio Manager
GINA M. GARCIA
Senior Fixed Income Trader
RYAN E. CAYLOR
Senior Research Analyst
TIFFANY NUNN, AIF®
Senior Investment Analyst
JOSHUA HARTKE
Equity Investments Analyst
BRANDON HUTCHISON
Fixed Income Municipal Trader
LYNNETTE M. BROSS
Director – Investment Administration
CARE BACH
Marketing Manager
MARCOS A. JUAREZ
Senior Marketing Associate
ANGELO GOMEZ
IT Helpdesk Technician
ANAIBIS VELASQUEZ
Accounting Manager
CHANTELL CORGILL
Senior Human Resources Associate
JANICE DARDEN
Office Administrator and Executive Assistant
PATRICIA “TRISH” MIMS
Senior Compliance Associate
CHERICE PEOPLES
Compliance Associate
COURTNEY CURTIS
Compliance Associate
MARY MCDONALD
Senior Investment Administration Associate
LUPE GOMEZ
Senior Investment Administration Associate
FRANISHA WELLS
Investment Administration Associate
JOVANKA CHARLES
Investment Administration Associate
KATY CAVALIER
Investment Administration Associate
LILIAN CRUZ
Administrative Assistant
MICHAEL L. KERN, III, CFA
President & CEO
ANDREW J. JACOBSON, SR.
Chief Operating Officer
DAVID N. RENTFROW, CIMA®
Managing Director & Head of Distribution
SCOTT FRAKES
Senior Regional Director
ANDREW ERAS, CFA
Managing Director - Global Institutional Group
ZACHARY I. SHAW
Regional Director
ARIANA HARRIS, CFP®
Regional Director
BRIAN C. PERKES, MBA, CRPC
Regional Director
JORDAN IZUMI, CFP®
Vice President - Advisor Solutions Group
SAM FENTON
Vice President - Global Institutional Group
ROBERT A. KARISCH
Internal Director - Advisor Solutions Group
LUKE LLOYD
Regional Associate
KASSIANA RICHARDSON
Client Service Associate - Advisor Solutions Group
LIZ THOMPSON
Client Service Associate - Global Institutional Group
SCOTT WYNANT
Managing Director
DANIELLE FRAZIER
Senior Wealth Management Associate
JIM COPPEDGE
General Counsel & Chief Compliance Officer
VICTORIA L. FERNANDEZ
Managing Director – Fixed Income Investments
JOHN R. WOLF
Managing Director – Equity Investments
PAUL C. TOWNSEN
Managing Director
MELVILLE L. CODY
Senior Portfolio Manager
PATRICK N. GARBODEN
Senior Portfolio Manager
ZACHARY WEHNER, J.D.
Portfolio Manager
GINA M. GARCIA
Senior Fixed Income Trader
RYAN E. CAYLOR
Senior Research Analyst
TIFFANY NUNN, AIF®
Senior Investment Analyst
JOSHUA HARTKE
Equity Investments Analyst
BRANDON HUTCHISON
Fixed Income Municipal Trader
LYNNETTE M. BROSS
Director – Investment Administration
CARE BACH
Marketing Manager
MARCOS A. JUAREZ
Senior Marketing Associate
ANGELO GOMEZ
IT Helpdesk Technician
ANAIBIS VELASQUEZ
Accounting Manager
CHANTELL CORGILL
Senior Human Resources Associate
JANICE DARDEN
Office Administrator and Executive Assistant
PATRICIA “TRISH” MIMS
Senior Compliance Associate
CHERICE PEOPLES
Compliance Associate
COURTNEY CURTIS
Compliance Associate
MARY MCDONALD
Senior Investment Administration Associate
LUPE GOMEZ
Senior Investment Administration Associate
FRANISHA WELLS
Investment Administration Associate
JOVANKA CHARLES
Investment Administration Associate
KATY CAVALIER
Investment Administration Associate
LILIAN CRUZ
Administrative Assistant

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