> Meet The Per Stirling Investment Advisor and Management Team

Our Team

We pride ourselves on the acumen of our management team and the absolute professionalism of every staff and support person.

If you're new to Per Stirling, please contact us and someone from Per Stirling will be in touch with you soon. To read each person's bio, please click on their name.

Westlake

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Bio

John Per O’Sullivan

Managing Director, Partner

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Westlake

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Robert Stirling Phipps

Director, Partner

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North Austin

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Bio

Matthew J. Anderson, CFP®

Financial Advisor, Partner

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North Austin

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Barton L. Couch, CFP®

Financial Advisor, Partner

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North Austin

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Richard L. Hallum, Jr., CFP®

Financial Advisor, Partner

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Westlake

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Bio

Ryan P. Joyce, CFP®, CPA

Financial Advisor, Partner

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Westlake

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Mary Voll Miller, CFP®, CDFA®

Financial Advisor, Partner

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Westlake

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Gary Montgomery, CFP®

Financial Advisor, Partner

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North Austin

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Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC®

Financial Advisor, Partner

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Westlake

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John Brem

Financial Advisor

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North Austin

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Ronsey Chawla, MBA, CFP®

Financial Advisor

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Westlake

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Bio

Galen T. Gabourel

Financial Advisor

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Dallas

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Marty Katrein

Financial Advisor

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Dallas

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Michael Katrein

Financial Advisor

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North Austin

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James L. Lee III, CPA

Financial Advisor

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North Austin

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Michael A. Moore, CFP®

Financial Advisor

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Westlake

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Tasha Rock, CFP®, CDFA®

Financial Advisor

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Westlake

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Gay F. Thompson, CFP®

Financial Advisor

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Westlake

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Nathan Trenholm

Financial Advisor

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Westlake

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Katherine Zamora

Financial Advisor

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North Austin

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Amber Bell

Chief Compliance Officer

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North Austin

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Brad Borman

Operations Specialist

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North Austin

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Crystal Bowers

Administrative Team Manager

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North Austin

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Michelle Harrington

Technology Specialist

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North Austin

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Rachel Hurley, CFP®

Lead Operations Specialist, Community Initiative Coordinator

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Westlake

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Marita Iannuccilli

Financial Operations Manager

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Westlake

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Alan Jacobs

Comptroller

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North Austin

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Alec Hallum

Operations Specialist

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Westlake

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Alison Miller

Client Service Associate

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North Austin

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Sarah Nolte

Administrative Specialist

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Westlake

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Taylor Peterson, CFP®, CRPC®

Compliance Specialist

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Westlake

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Kim Ray

Community & Client Ambassador | Solicitor

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Westlake

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Carol Sheffield

Chief Operations Officer

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Westlake

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Eleanor Simpson

Administrative Specialist

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Westlake

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Hannah Simpson, CFP®

Operations Specialist

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Westlake

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Jocelyn White

Operations Specialist

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Deanna Williams

Westlake

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Deanna Williams

Operations Specialist

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