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Meet Our Team

It would be difficult to provide high level service without having the right people to support the mission.  Every hire we make at HFS Wealth Management is made with our clients’ best interest at heart.  Each member of the team, no matter what their role, commits to providing an uncommon level of service with uncompromising integrity.  
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James Howard Founder and Chairman​
John Howard Managing Director, Director of Investments
Derek Childs Director of Wealth Management
Stephen Howard Director of Private Investments
Lisa Smiley Director of Fund Operations

Rachel Hodges Chief Compliance Officer
Marissa Salopek   Director of Operations


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Derek Childs Director of Wealth Management
Gregory Mangelsdorf Senior Wealth Manager
​Albi Kacani  Senior Wealth Manager
Emily Swerdlow Senior Wealth Manager
​Ross Morrow Senior Wealth Manager
​​Mason Clark Associate Wealth Manager

Shelby Henderson Associate Wealth Manager
Reilly Webster Associate Wealth Manager
Grace Butterfield Associate Wealth Manager
Caden Reagan Associate Wealth Manager



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​John Howard Managing Director and Director of Investments
Stephen Howard Director of Private Investments
William Gray Portfolio Manager
Randall Horton Portfolio Manager
William Moran Investment Analyst
Erik Taggart Investment Analyst


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Lisa Smiley Director of Fund Operations
​Marissa Salopek Director of Operations
Cathy Blackstock Fund Accountant
Lylianne Herpers Fund Accountant
Candice Montalbano Fund Accountant
Terry Ishmael Operations Administrator
Chasity Chavez Client Service Associate
Shelby Cullers Operations Associate

Chandra Buckner Front Desk Administrator
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HFS Wealth Management
8350 Meadow Road, Suite 181
Dallas, TX 75231
Phone: (214) 346-0785    
Email: info@hfs-wm.com
©2014 Howard Financial Services LTD. – All rights reserved  

Disclosure: This firm is not a CPA firm.  HFS Wealth Management is the wealth management division of Howard Financial Services, Ltd.