Murphy & Sylvest

Donald La Grange is a financial advisor with Murphy & Sylvest in Dallas, TX, holding CFP®, ChFC®, and Series 65 credentials and five years of industry experience. Prior to joining Murphy & Sylvest, he served in the United States Army for 21 years. He also owns a service-disabled veteran-owned entity in Texas used for insurance residual income. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach with a focus on long-term buy, hold, and rebalance strategies, incorporating fiduciary analysis and multiple investment methodologies.

Wesley Mc Millan is a financial advisor at Murphy & Sylvest with a Series 65 designation and over five years of industry experience. He previously worked at Pinnacle Elite and Financial Service Transition before joining Sylvest Advisors in 2025. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm uses a strategic asset allocation approach grounded in modern portfolio theory and employs multiple analytical methods to select investments, reviewing accounts at least annually.

Susan Sylvest is a financial advisor at Murphy & Sylvest with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has led Sylvest Advisors, LLC since 2013. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach grounded in modern portfolio theory and uses multiple analytical methods to select investments, reviewing client accounts at least annually.

Gabriel Neuenschwander is a financial advisor at Murphy & Sylvest with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Equitable Advisors, LLC. Outside of finance, he has worked at the Cincinnati Athletic Club and the University of Cincinnati. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes strategic asset allocation and long-term investment strategies supported by multiple analytical methods and conducts annual account reviews.

Elizabeth Sullivan is a CFP® professional with five years of experience in financial advising. She currently works at Murphy & Sylvest, a team-based firm, and previously held roles at Ameriprise Financial Services and Enterprise Holdings. Outside of her advisory work, she serves as President of the nonprofit For the Love of the Lake and is involved with the Plano Chamber of Commerce Women's Division. Murphy & Sylvest provides portfolio management, financial planning, and consultations to individuals, high-net-worth clients, and charitable organizations. The firm focuses on strategic asset allocation and long-term investment strategies, employing a variety of analytical methods to guide discretionary portfolio management.

Paul Nolte is a CFA® charterholder with 16 years of industry experience. He currently serves as an advisor at Murphy & Sylvest, joining the firm in 2023 after nine years with Kingsview Asset Management, LLC. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach grounded in modern portfolio theory, utilizing multiple analytical methods and fiduciary analysis to select investments across a range of asset classes.

Thomas Murphy is a CFP® and ChFC® with 30 years of industry experience, currently serving as an advisor at Murphy & Sylvest in Dallas, TX. He has been with Sylvest Advisors, LLC since 2013 and operates a separate life and health insurance agency under Thomas E Murphy, CFP, LLC dba NTFPA. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, strategic asset allocation approach using various analytical methods and offers a range of investment products including mutual funds, equities, fixed income, ETFs, REITs, and insurance products.