Quadcap Wealth Management, LLC

David Blair is a Series 66-licensed advisor at Quadcap Wealth Management, LLC with 21 years of industry experience. He has been with Quadcap since 2009. Quadcap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, providing portfolio management, financial planning, and integrated tax preparation services. The firm emphasizes tailored asset allocations focused on clients near or in retirement and uses multiple research providers to construct diversified portfolios.

Alexandra Mc Connell is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, holding a Series 66 designation with two years of industry experience. Prior to joining QuadCap in 2025, she worked at Goldman Sachs and has a background that includes roles outside finance such as at Van Atkins Jewelers and the University of Mississippi. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and integrated tax preparation services. The firm emphasizes tailored asset allocations for clients near or in retirement, utilizing lifetime cash-flow projections and a range of investment vehicles to manage over $1.13 billion in assets.

Anne Robinson is a financial advisor at Quadcap Wealth Management, LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and third-party adviser selection. The firm emphasizes individualized asset allocations for clients near or in retirement and integrates tax preparation services into its wealth management offering.

Christian Patterson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Quadcap Wealth Management, LLC. His prior experience includes roles at Exencial Wealth Advisors and Downs Saffiotti & Boudreaux, LLP. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, and integrated tax preparation services. The firm emphasizes tailored asset allocations for clients near or in retirement, using lifetime cash-flow projections and a range of investment vehicles to manage over $1.13 billion across a 12-adviser team.

Gianna Mossotti is a financial advisor at QuadCap Wealth Management, LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Fisher Investments, Exencial Wealth Advisors, Charles Schwab & Co., Inc., and First Republic Bank. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, and tax preparation services. The firm emphasizes retirement-focused asset allocation and integrates multiple research sources to manage portfolios using a variety of investment vehicles.

Timothy Foster is a financial advisor at Quadcap Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has a background that includes service in the United States Army Active Duty and Army Reserve, where he is responsible for training resource development for the Selective Service System. Prior to joining Quadcap, he worked at Texas Tech University and the Coalition of Community Assistance Volunteers. Quadcap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by offering portfolio management, financial planning, and third-party adviser selection. The firm emphasizes retirement-focused asset allocations and integrates tax preparation services within its wealth management offering.

Bret O'Guinn is a financial advisor at QuadCap Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs, TD Ameritrade, and Ameriprise Financial Services. Prior to his financial career, he was employed at Conway Parks & Rec and the University of Central Arkansas. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, providing portfolio management, financial planning, and tax preparation services. The firm emphasizes tailored asset allocations for clients near or in retirement, utilizing lifetime cash-flow projections and a range of investment vehicles.

Miguel Rundstrom Holguin is a financial advisor at QuadCap Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Exencial Wealth Advisors. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, providing portfolio management, financial planning, and integrated tax preparation. The firm emphasizes individualized asset allocations with a focus on clients near or in retirement, using lifetime cash-flow projections to guide investment decisions.

Monica Sipes is a CFP® professional with 14 years of industry experience. She is currently with QuadCap Wealth Management, LLC and previously spent nine years at Exencial Wealth Advisors. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, providing portfolio management, financial planning, and third-party adviser selection. The firm emphasizes tailored asset allocations for clients near or in retirement and integrates tax preparation services into its wealth management offering.

Mary Harris is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, holding a Series 66 designation with 21 years of industry experience. She has been with QuadCap since 2017 and previously worked at Stephen Cook, FullCircle Wealth, and Triad Advisors, Inc. from 2015 to 2017. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, and tax preparation services. The firm emphasizes customized asset allocations for clients near or in retirement, using lifetime cash-flow projections and a range of investment vehicles.

Connor Gross is a financial advisor at Quadcap Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at True North Advisors for five years. His academic background includes time at The University of Texas at Austin and Southern Methodist University. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and third-party adviser selection. The firm emphasizes tailored asset allocations for clients near or in retirement, incorporating lifetime cash-flow projections and a range of investment vehicles, while also integrating tax preparation and filing services into its wealth management offerings.

Sydney Holleron is a financial advisor at QuadCap Wealth Management, LLC, holding a Series 66 designation with one year of industry experience. Prior to joining QuadCap, Holleron worked at Goldman Sachs and 360 Wealth Planners. Outside of financial advising, Holleron has experience in real estate through involvement with Tigris Real Estate LLC. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by offering discretionary and non-discretionary portfolio management, financial planning, and third-party adviser selection. The firm integrates tax preparation services and utilizes a multi-research approach to construct individualized asset allocations, with a focus on retirement planning and lifetime cash-flow projections.

Robert Alston Jr. is a financial advisor at Quadcap Wealth Management, LLC in Frisco, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Quadcap Wealth Management since 2015. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and third-party adviser selection. The firm emphasizes individualized asset allocations for clients near or in retirement, integrates tax preparation services, and manages over $1.13 billion with a 12-adviser team.

Cortnie Rodriguez is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, with 13 years of industry experience. She holds the Series 66 designation and has been with QuadCap since 2014. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, and integrated tax preparation services. The firm emphasizes tailored asset allocations for clients near or in retirement, utilizing lifetime cash-flow projections and a range of investment vehicles to manage over $1.13 billion in assets.

Tori Glass is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. She was also involved with Mexican Sugar, indicating experience outside the financial sector. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, providing portfolio management, financial planning, and tax preparation services. The firm emphasizes customized asset allocations with a focus on clients near or in retirement, utilizing multiple research providers and a variety of investment vehicles.