Amber Allen is a seasoned professional in the financial services industry with 18 years of experience, primarily in Private Banking and Wealth Management. Throughout her career, she has expertly guided high-net-worth individuals, leveraging her extensive knowledge and skills to deliver exceptional financial solutions. Amber holds an MBA and is a Chartered Financial Consultant® (ChFC®), underscoring her dedication and expertise in the industry.

Based in Houston with her husband, Quinten, and their two sons, Amber is a dedicated supporter of her family's sports endeavors. Her commitment extends beyond her professional realm; she is fervently involved in mentoring young women, helping them excel in leadership roles and achieve their career goals.

For the past six years, Brandon has helped with the development of advisors in the Dallas office, both while working in the Austin office and full-time after moving to Dallas in 2019. Mentorship has been a huge aspect of his development as a leader, and he hopes to continue fostering that same culture of learning and growth for the office.

The Dallas-Fort Worth metroplex has nearly 8 million residents, making it larger than 39 states in the US. Brandon and the team are driven to take advantage of this opportunity to impact people’s lives in their neighborhoods. 

You can find Brandon spending quality time with his wife and son while also cheering on the Aggies in all sports.  

Chase came to 49 in 2018 after a career at Apple, working internally with employee benefit plans. Since then, Chase has become one of the top leaders in the firm for several consecutive years. He has gained great expertise in serving our Private Wealth clients and has helped his team learn how to serve those clients well.

Chase leads a team in Austin and has fostered a culture of high achievers, excellent client service, and a sense of community, which has yielded a thriving and engaging team.

Chase and his wife have been on a championship-winning kickball team for the past two years and enjoy playing with friends and coworkers. Chase also enjoys traveling, golfing, watching his family play sports at A&M, and spending time with his wife, Cambry, and their son, Easton.

David has been with 49 Financial since the company’s inception, bringing over a decade of experience in financial services. He began his career working directly with clients across the country, developing deep expertise in financial planning and client relationship management.

As the firm grew, David transitioned into leadership roles focused on hiring, coaching, and mentoring advisors—with a long-term vision of developing strong, values-driven leaders within the industry. After contributing to several key corporate strategies, he assumed his current role in 2024, leading the strategic direction of recruiting and advisor development across all markets.

David lives in Austin, Texas, with his wife, Andy, and their son, Jack. Outside of work, he enjoys traveling, exploring the outdoors, listening to live music, and cooking great meals with family and friends.

Growing up in the Los Angeles area, Dean watched his father build a mortgage business from the ground up. The financial crisis of 2008 and then witnessing the tough years that followed through the eyes of his father’s business and clients motivated him to enter a career in financial planning. The lessons learned from his parents during that time were some of the most inspiring and formative of his life. These lessons instilled a desire to help other families utilize their wealth and minimize the impact of negative circumstances.

Dean began his career at 49 Financial’s Austin, Texas office and, after years of leadership there, was given the opportunity to launch 49’s first West Coast office in Los Angeles. Throughout his years at 49, Dean has enjoyed serving personal clients across the country and mentoring a team of advisors and leaders. 

An experienced media and brand executive and former athletics administrator, Doug McNamee serves as Baylor's Vice President and Director of Intercollegiate Athletics.
 
McNamee returned to Baylor after successful stints as President of Waco-based Magnolia, the nationally recognized lifestyle and media company founded by Baylor alums Chip and Joanna Gaines, and most recently as President of the re-imagined Field & Stream with country music superstars Eric Church and Morgan Wallen as investors. A two-time Baylor graduate, McNamee spent nearly a decade at his alma mater, rising to Senior Associate Athletics Director for External Affairs before departing in 2018 for the corporate sector.

Greg launched 49 Financial's Charlotte office in 2021 and has been leading the team ever since. He believes that financial advisors serve a need, not a want, and that their work can affect not just the current generation but also future generations. This belief drives him to develop the next generation of advisors and serve clients with excellence.

Outside of work, he loves to cheer on the Aggies, enjoy the outdoors with his wife and daughter, or travel the world, enjoying good food and drinks. 

Hunter began his career in financial services in 2013 in Austin, Texas, where he found a passion for serving clients through a team-based approach. Hunter, along with two other founders, launched 49 Financial—a values-based financial planning firm. As one of the Founding Partners and the firm's Chief Product Officer, Hunter oversees the strategic vision for the firm and its processes, leads and supports the Private Wealth team, and continues to serve his own clientele fervently.

Hunter lives in Austin, TX, with his wife, Morgan, and their two children, Hudson and Campbell. They enjoy cheering on the Aggies and serving their church community.

Josh launched the Houston office in 2020 and has led the team for four years. He says their office is willing to put in the effort to do things while also caring about the people they work with internally and externally.  Their team goes the extra mile to help take care of their clients. 

In his career, he's found that financial advisors help people retire comfortably, send their kids to college debt-free, and use their money wisely. They also help alleviate stress from their clients' lives so they can focus on their families, communities, and personal lives. 

Outside work, Josh enjoys creating memories with his wife and two sons, playing guitar at his local church, and savoring good food with friends.

Justin Lopez leads 25 Giving, helping advisors and their clients think more intentionally about how capital can be deployed to create meaningful impact. His work is shaped by more than 15 years of nonprofit leadership and pastoral roles, as well as nearly a decade of executive leadership in financial services. Justin has led multiple capital campaigns as both a staff and board member, and regularly works alongside nonprofit leaders to unlock greater generosity and long-term impact.

Justin holds a degree from Texas A&M, where he played baseball, and lives in Austin with his wife, Sally, and their four children.

Kyle began his career in the financial services industry in 2005 and launched 49 Financial’s Dallas office in early 2018. Since then, he has been leading multiple teams across Texas with a strong sense of community and dedication. 

He finds great fulfillment in “doing life” with his clients. For Kyle, being a financial advisor means walking alongside clients during life’s most exciting moments, such as new jobs, new grandkids, weddings, and other significant life stages. Equally important, he is there for his clients during life’s more challenging times, offering support during moments of loss and grief.

Kyle and his wife Julie have five children, ages 11 to 18. They love to cheer on their kids in sports and various activities while always prioritizing date nights. 

Kylie Allen is the Executive Vice President of Fractional Family Office Services at 49 Financial, where she leads the strategic expansion of a high-touch advisory offering tailored to affluent clients with complex financial needs that go beyond traditional planning. As part of her role, Kylie oversees the development and deployment of resources, tools, and training for advisors—with a particular focus on tax and estate planning—to support sophisticated client engagements within a values‑driven environment.

Kylie joined 49 Financial in July 2025, bringing over 13 years of experience from Deloitte. There, she advised clients in areas spanning M&A, IPOs, tax compliance, financial statements, corporate and partnership taxation, tax provisions, and effective tax rate strategies. Her deep technical expertise is complemented by a relational approach to client service, aligning seamlessly with 49 Financial’s culture.

Lincoln joined 49 Financial in the Austin office and began leading a team in 2022. He takes great pride in their diverse team of advisors from all across the country, representing eight different states. This diverse mix brings unique perspectives and a rich blend of ideas, fostering a culture of hard work, dedication, and service. In addition to leading a team of advisors in Austin, Lincoln is launching 49’s newest office in Minneapolis.

Lincoln’s favorite aspect of being a financial advisor is the opportunity to build meaningful relationships with clients. He finds immense satisfaction in helping clients navigate complex financial challenges and creating tailored solutions that address their unique needs.

Outside work, he loves sports, hiking, fly fishing, and trying new restaurants. Lincoln is married to his wife Emily, and they recently welcomed their first daughter, Nora.

Luke joined 49 Financial in January 2024, bringing over two decades of experience in the independent financial services industry and an unwavering commitment to creating generational impact. With a wealth of experience as a financial advisor, regional leader, and Fortune 500 executive, Luke is passionate about transforming businesses through connecting today’s opportunities with tomorrow’s potential.

Before joining 49 Financial, Luke held several senior positions at Thrivent Financial, including leading their Advice & Wealth Management division as a member of their senior leadership team and launching the Thrivent Advisor Network. 

Luke is a Certified Financial Planner® and holds an MBA from the University of Minnesota. He and his wife, Ann Marie, reside in Minneapolis and enjoy traveling with their three children to better understand human experiences and cultures.

Mike Sharrow is the CEO of C12 Business Forums, the world's largest peer-learning organization for Christian CEOs, business owners, and executives. Since taking the helm in 2016, Mike has grown C12 to more than 4,900 members across the U.S. and eight countries.

Mike's path to leading C12 is the kind of story that makes his perspective on making it count so credible. He came in as a member, became a Chair, built and scaled the Central Texas franchise, and eventually became only the third CEO in the organization's history. Before C12, he worked across financial services, healthcare, management consulting, and served as an executive pastor — a background that shows up in the way he thinks about leadership, legacy, and what it means to run a business with intention.

He and his wife Jacqui live in San Antonio with their two daughters.

Phil Murray is President of Marbella Interests, where he oversees a portfolio of people-intensive operating companies. With over 20 years of experience as both a CEO and CFO, Phil has built his career at the intersection of entrepreneurial vision and institutional scale — serving as the strategic bridge that helps founder-led businesses grow beyond their founding era into operationally excellent, market-leading organizations.

Having worked directly alongside nine founders across industries ranging from construction to consumer wellness, Phil brings a rare ground-level perspective on what it actually takes to professionalize a high-growth business without losing its soul. He holds a CPA and an MBA and brings a sharp focus on leadership development, automation, and sustainable EBITDA growth.

Phil lives in Austin, Texas, with his wife and their three kids.

Scott Neils is Executive Vice President of Growth and Head of Field at 49 Financial, where he leads national expansion strategies, advisor development, and field leadership across the firm’s rapidly growing platform. With nearly two decades of experience in financial services leadership, Scott specializes in scaling advisor teams, building growth infrastructure, and fostering cultures of accountability, excellence, and mentorship.

Prior to joining 49 Financial, Scott spent 16 years at Ameriprise Financial, most recently serving as Senior Field Vice President in the Twin Cities market. There, he was responsible for the performance of 350 advisors overseeing more than $40 billion in client assets. He built a track record of success in recruiting, onboarding, and developing high-performing advisor teams, and was recognized for his ability to grow field sales operations while supporting advisors in deepening client relationships.

Tim began his career at 49 Financial in 2018. He took a significant leap in 2020 to launch our NW Arkansas office. In 2024, Tim led the launch of our Kansas City office to provide support to even more people. He shares that the Arkansas and Kansas City offices are exceptional in their willingness to set aside personal preferences to provide the highest level of service to their clients.

As a financial advisor, Tim finds joy in helping his clients understand the good decisions they’ve already made and how to continue to navigate their finances. He loves bringing clarity to what those actions can mean, whether it’s related to retirement planning or working with business owners. 

Tim and his wife, Stephanie, live in NW Arkansas with their son, Maverick. In their free time, they enjoy cheering on the Razorbacks, serving their community, playing with their dog, Champ, and avidly playing pickleball.