- Brittyn Russell Brender*
Brittyn Russell Brender, CFP and CPWA
Senior Vice President and Wealth Advisor, Argent Trust
Brittyn joined the Fort Worth Office of Argent Trust in 2018. Brittyn provides personalized fiduciary services to her client families, focusing on beneficiary education and multi-generational wealth transfer.
Prior to joining Argent Trust, Brittyn was a Senior Vice President and Director of Private Trust for Tolleson Wealth Management, a boutique multi-family office in Dallas, Texas. While at Tolleson, her responsibilities included oversight and management of the Trust Department and its client relationships. She served on the firm’s Executive Committee, the Trust Committee and the Trust Investment Committee. Before joining Tolleson Wealth Management, Brittyn was a Financial Analyst at The Ayco Company, a Goldman Sachs Company.
Brittyn graduated from Baylor University School of Business with a degree in Economics and received her Juris Doctorate from Baylor University School of Law in 2004, with a concentration in Estate Planning and Probate. She is actively involved in the Junior League of Fort Worth, serving on various committees and leadership roles within the League. She also sits on the Board of Directors for the Texas Wall Street Women. She and her husband live in Fort Worth with their two children.
Director of Development, Junior Achievement of the Chisholm Trail, Inc.
Kathleen Barbee has established her career by providing a strategic, growth mindset to organizations. Throughout her eighteen year career, she has been instrumental in identifying strategic objectives and project plans to increase operational and financial efficiencies within such organizations. In doing so, she has developed a full knowledge of how to efficiently manage day to day operations, logistics, personnel management, and human resources in varying environments – legal, manufacturing, financial services, and associations.
Kathleen began her career in the legal field working as an assistant to a mass torts attorney. With a natural sense of curiosity and desire to learn, that position soon blossomed into a legal assistant/paralegal role. She was soon responsible for managing office operations while continuing to lead case management for approximately 600 clients involved in a class action claim along with varying personal injury cases. After six years in the legal field, Kathleen was recruited by the CEO of a local private equity firm in 2007. She began managing multiple programs within the portfolio including staff reductions, operational efficiency increases and outsourcing of SKUs.
Kathleen was recruited in 2010 to join Lombard Financial Services, L.P. (“LFS”) to manage the day-to-day business operation. She created the company’s training program, developed standard operating procedures for Store Operations, and a formal policy manual and employee handbook that was instituted across thirteen (13) field locations and corporate offices, impacting approximately 100 employees. Kathleen then developed standard operating procedures for the Accounting Department before establishing the Risk Management and Loss Prevention Department and its corresponding standard operating procedures. In addition to leading the aforementioned departments, Kathleen was responsible for the department of Training and Professional Development which focused on the investment of resources to identify top talent while leveraging their key strengths and developing their weaknesses. As a result of her increased skill-set, and all-around contributions to the organization, she was made partner in 2016.
Outside of her role with LFS, Kathleen was vital in supporting the Pawn Industry when she was asked to serve on the National Pawnbrokers Association (“NPA”) Task Force to aide in the development of the Certified Pawn Professional designation. In 2014, Kathleen was solicited to serve on the NPA’s Board of Directors. She was elected in July 2014 and assigned to the NPA’s newly created Oversight Committee that October. She continued to serve on the committee until her resignation in 2019. Recognizing the industry’s struggle to connect with young professionals, she created and developed the NPA’s Young Professionals which has approximately 100 members nation-wide.
Kathleen was then nominated and elected Secretary of the NPA in July 2015. In 2016, she was awarded the NPA’s Young Professional of the Year Award. She was then nominated and elected Vice President in July 2017. As a Director of the NPA, Kathleen represented the pawn industry in Congress during annual Hill visits to Washington D.C. and was a significant contributor to the key objectives driving the strategic planning process.
After years of being unable to successfully balance her time between her career and desire to volunteer her time, skillset and experiences with young people, Kathleen made the transition into the non-profit sector in 2019. She was hired as the Director of Development of Junior Achievement of the Chisholm Trail, Inc. whose mission is to inspire and prepare young people to succeed in a global economy. JA’s volunteer-delivered, kindergarten – 12th grade programs foster work-readiness, financial literacy skills, and entrepreneurship while using experiential learning to inspire students in Tarrant County to dream big and reach their potential.
During her personal time, Kathleen enjoys spending time with her family, fellowshipping with friends and, as a strong believer in community, serves as the Social Coordinator for her Homeowner’s Association.
Banker, J.P. Morgan Private Bank
Allison Westmoreland is a Banker at J.P. Morgan Private Bank in Fort Worth, Texas. Allison works with an integrated team of specialists to advise high net worth clients on investment management, lending, banking, and estate planning.
Prior to J.P. Morgan in 2016, Allison worked for Fidelity Investments as a Charitable Planning Consultant for Fidelity’s Donor Advised Fund. In this role, she worked with financial advisors across the South to identify strategic ways for their clients to expand their charitable giving capabilities and think strategically about how to maximize tax savings through the gift of non-traditional assets. She also held the position of Financial Representative and Regional Investment Consultant where she provided Fidelity’s thought leadership and mutual fund solutions to financial advisors.
Allison is a graduate of the University of Texas with a B.B.A. from McCombs School of Business and holds the Series 7 and Series 63 licenses. She is a member of the Junior League of Fort Worth, Texas Wall Street Women, Polished Women’s Ministry, and the Petroleum Club. She also spends time volunteering with the Blue Zones Project, the YWCA Resale Shop and Habitat for Humanity. Allison resides in Fort Worth with her husband, Harrison, and their Golden Retriever. In her free time, she enjoys traveling to new cities in the US and abroad, watching college football, playing golf, and spending time with friends and family.
Mindy Legler Jones
Managing Principal, Pyxis Care Management
Ms. Jones founded Pyxis Care Management, a healthcare advocacy firm. She brings over 18 years of management and corporate experience with extensive senior management background in business analysis, sales, and marketing. With masters’ degrees from Purdue University and the University of Texas at Dallas, her emphasis has been on strategic planning, market research, and business plan proposals. Mindy is a Texas Certified Guardian, a Certified Senior Advisor, and was named a “Healthcare Hero” by the Fort Worth Business Press. Community service plays an important role in her life. Not only is she a mother, she is also a lifetime member of Girl Scouts of America and a member of National Alliance on Mental Illness. She and her husband are active in their church and in scouting as well as in their children’s schools.
Rebekah (Becky) Reeder, CPA
Partner, Weaver – Assurance Services
Becky has 13 years of public accounting experience overseeing audits for investment management and hedge funds; private equity and venture capital funds; broker-dealers; financial institutions; and manufacturing and distribution companies. Becky has a deep understanding of issues related to investment companies, including complex valuation issues, capital structures and fee arrangements.
She is a certified public accountant and active member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), the Texas Hedge Fund Association (THFA) and Texas Wall Street Women (TXWSW). She graduated summa cum laude with a Bachelor of Business Administration in accounting from Hardin-Simmons University.
Becky is also a strong advocate for personal and professional development of women in the workplace through her involvement as a Board Member of Weaver’s Inspire Initiative, her seat on the Board of H3 Ministries and participation in Women of Excellence Winner’s Circle.
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