George Watson

ddale@sendero.com

Sendero’s commitment to service drives all aspects of our business.  This commitment has resonated with George throughout his professional career.  He prides himself in providing exceptional service to all that he serves.  George believes that service is always enduring, and at many times the strongest component of a relationship.  “It is my belief that I can help build peace of …

Tara D. Maxwell, PHR, SHRM-CP

ddale@sendero.com

Sendero lives by Abraham Lincoln’s creed, “The best way to predict your future is to create it.” Tara has spent her career embracing this mantra.  She believes that every person should be challenged to be the best they can and given permission forge a path of greatness.  Sendero offers an environment that does that for our employees and the clients …

Edward A. Hart

ddale@sendero.com

Unconventional thinking is a key principle in Sendero Wealth Management’s client interaction philosophy.  It is also a fundamental component of Ed Hart’s background.  Ed spent six years working in manufacturing and technology businesses before attending graduate business school and then starting a career in the investment advisory industry.  He leans on that real-world experience regularly when working with entrepreneurs and …

R. Tyler Davies

ddale@sendero.com

Sendero was built with a stay wealthy approach. Making prudent investment decisions is contingent upon being educated and informed. Tyler’s experience at a national bank during the financial crisis helped mold his approach to risk management. “Return goals are the easy part of the conversation. Honest discussions regarding risk are equally as important but not as much fun to talk …

David Dale

ddale@sendero.com

Sendero was built to be a leader by marrying technological expertise with family care for the relationships we serve.  David embraces that spirit of care for our clients and our firm.  He acts as a guardian and guide of Sendero’s information technology systems, shepherding Sendero through an ever-changing technology filled world.  David’s inherent desire to learn and understand how things …

Elizabeth Flavin Crawford

ddale@sendero.com

Stewardship: An ethic that embodies the careful, responsible planning and management entrusted to one’s care; the acceptance or assignment to shepherd and safeguard the valuables of others; choosing service over self-interest.  For Liz, stewardship speaks to her at her core.  She demonstrates her commitment to stewardship in her passion for strengthening families, institutions and serving the community. As a second-generation …

Amaury de Barros Conti

ddale@sendero.com

“Investing with passion” is a key tenet of Sendero.  It is also a fundamental component of Amaury’s background.  Amaury spent over twelve years working on a trading desk looking for trends and learning how markets behave.  Along with being a student of the market, Amaury’s other passion is aviation. He leans on that wide-ranging and disciplined experience regularly when working …

Lisa G. Kahn-Smith

ddale@sendero.com

Doing it right every day, even if it hurts, is Sendero’s philosophy.  Lisa has almost four decades of experience working alongside Fred Middleton in her role as Chief Compliance Officer and Principal of the firm, her goal is to continue to educate and instill Sendero’s culture in every employee.  Lisa has built lifelong relationships along the way.  She is known …

Scott R. McMillian, CPA, CFP®

ddale@sendero.com

The founding philosophy of protecting and caring for families as if they were our own continues today and is embodied by the entire Sendero team.  Scott and Fred knew the importance of creating a firm that would offer distinct, conflict-free stewardship strategies. Scott has focused on molding a team that challenges consensus views and rewards independent thinking.  He encourages teams …

Fred W. Middleton

ddale@sendero.com

Sendero is Spanish for path through the wilderness. Fred has created and led Sendero with vision for the last 25 years.  He challenges Sendero daily to be the best it can be for families, friends and employees.  Fred has always provided wise counsel to those in need throughout his career.  He is fond of saying, “We help you invest in …