The Covenant Team

San Antonio

18756 Stone Oak Parkway, Suite 102
San Antonio, Texas 78258
tel 210.403.5350
fax 210.403.8450

Dallas

14643 Dallas Parkway, Suite 320
Dallas, Texas 75254
tel 214.361.4458
fax 214.361.4459

Austin

901 MoPac Expressway South Building 1, Suite #308
Austin, Texas 78746
tel 512.993.3904

Oklahoma City

6305 Waterford Boulevard, Suite 120
Oklahoma City, OK 73118
tel 405.810.7730
fax 405.810.1346

Certifications and Accreditations

CPA, CPWA®, CFA, CFP®, CGMA, CAIA, CLU®, ChFC®, CIMA, PFS, EA
FINRA Series 65 and 66 licenses

John D. Eadie

John D. Eadie

CPA, CFA, CFP®, PFS, CLU®, CIMA

Founder and Managing Director

San Antonio

Barron D. Beal

Barron D. Beal

CPWA®

Partner and Managing Director
Wealth Strategist

Dallas

Justin Pawl

Justin Pawl

CAIA, CFA

Partner and Managing Director
Chief Investment Officer

San Antonio

Brian W. Garrison

Brian W. Garrison

Chief Operating Officer

San Antonio

Brian Fitzmaurice

Brian Fitzmaurice

Chief Information Officer

San Antonio

Kristina Craig

Kristina Craig

CPA, CGMA

Chief Financial Officer

San Antonio

Scott Duncan

Scott Duncan

CFP®, CLU®, ChFC®

Senior Wealth Advisor

Oklahoma City

Becky Crowder

Becky Crowder

CWS®, CSOP

Chief Compliance Officer

San Antonio

Harriet Marmon Helmle

Harriet Marmon Helmle

CPA

Director of Client Relations

San Antonio

Thomas Villalta

Thomas Villalta

CFA, CAIA

Director of Investment Research

Austin

John Keeton

John Keeton

CFA

Wealth Advisor

San Antonio

Stefan Whitwell

Stefan Whitwell

CFA, CIPM

Wealth Advisor

Austin

Mark Nokyos

Mark Nokyos

CFP®

Wealth Advisor

Dallas

Raquel Lopez

Raquel Lopez

CFP®

Wealth Advisor

Oklahoma City

Oliver Norman

Oliver Norman

CFP®, ChFC®

Wealth Advisor

Oklahoma City

Lorrie Clark

Lorrie Clark

EA

Wealth Advisor

San Antonio

Diana Guadiano

Diana Guadiano

CPA

Manager – Tax Services

San Antonio

Monika K. Krowska

Monika K. Krowska

Manager of Administration and Human Resources

San Antonio

Connie Porras

Connie Porras

Senior Operations Associate

San Antonio

Joyce Skekel

Joyce Skekel

CPA

Senior Tax Specialist

San Antonio

Donna Herndon

Donna Herndon

Senior Client Service Associate

Oklahoma City

David Akright

David Akright

Senior Client Service Associate

San Antonio

Lyda Guerra

Lyda Guerra

Client Service Associate

San Antonio

Chris Wells

Chris Wells

Client Service Associate

Dallas

Gracie Borbon

Gracie Borbon

Client Service Associate

San Antonio

Rene Lin

Rene Lin

Graphic Design and Marketing Coordinator

Dallas

Clair Neeley

Clair Neeley

Executive Assistant

Oklahoma City

Wanda Humphus

Wanda Humphus

Administrative Assistant

San Antonio

Jaclyn Gonzalez

Jaclyn Gonzalez

Administrative Assistant

San Antonio

Beth Eadie

Beth Eadie

Family Office Associate

San Antonio