Tolleson Wealth Management Names New Directors

Tolleson Wealth Management is pleased to announce its 2019 promotions including directors on the Client Advisory, Tax and Private Trust teams.

 

Courtney Allen, CFP^®, is promoted to Director on the Client Advisory Team. She joined the firm in 2012 as an Analyst, promoted to Senior Analyst in 2014, Manager in 2015 and then most recently to Director. As a primary contact for clients, Courtney has successfully navigated technically complex projects to guide client families with significant wealth. She also has a deep understanding of family dynamics and helps provide needed clarity for handling all things financial. Courtney graduated from The University of Texas at Austin with a Bachelor of Business Administration in Finance.

Daniel Jensen, CPA*, is promoted to Director for the Tax Team. He joined the firm in 2015 prior to his most recent promotion to Director. He leads tax engagements for client families, oversees tax decisions and assists client advisors with tax planning and strategizing. He is not only a skilled technician through his understanding of tax planning, but he is also a helpful teacher to other members of the tax team. Daniel graduated from the University of Texas at Austin, McCombs School of Business with a Bachelor of Business Administration in Accounting and a Master’s in Professional Accounting-Taxation.

Tracey Reyes is promoted to Vice President and Director, Private Trust. She leads the trust team in client service and strategy, providing direction across departments for complex client needs. Tracy was hired in 2013 and was promoted to Assistant Vice President and Trust Officer in 2016 before her most recent promotion to Vice President and Director. Tracey graduated from the University of Texas at Austin with degrees in Government and History. She received her Juris Doctorate magna cum laude from South Texas College of Law in 2008 with a concentration in estate planning and probate, and served on the editorial board of the South Texas Law Review as an Articles Editor.

Ryan Wilson, CPA*, CFP^®, is promoted to Director on the Client Advisory Team. He joined the firm in 2013 as an Analyst and was promoted to Senior Analyst in 2014 and Manager in 2015, prior to his most recent promotion to Director. He serves as a primary contact for clients and works collaboratively with all departments in the firm to simplify the complexities of wealth for client families. He combines acute technical and relationship building skills to handle clarity around all things financial for clients. Ryan received a Bachelor of Business Administration from Texas Christian University, double majoring in finance and accounting. He also received a Master of Accountancy degree from the M.J. Neeley School of Business at Texas Christian University.