NewEdge Advisors Lone Star Partners
Experienced Advice. Personalized Service.
NewEdge Advisors Lone Star Partners takes a collaborative, team-based approach to financial planning—bringing together a wide range of expertise to support your goals. Our clients are at the center of everything we do. By taking the time to understand your unique circumstances, we’re able to craft a personalized strategy that serves as a clear roadmap for your financial future.
Services
Managing your financial future—whether personal or professional—requires thoughtful strategy and experienced guidance. By partnering with a team that understands the nuances of complex financial lives, you gain the freedom to focus on what matters most. As your dedicated advisors, we work in concert with your other trusted professionals to create a cohesive, customized plan that reflects the full picture of your goals, values, and responsibilities.
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Risk Management
Business Owner Services
Service is Our Priority
Whether you’re planning for your family or guiding an organization’s financial future, we’re here to provide tailored investment and planning solutions to support your goals.
We’ll collaborate closely with you—and your other advisors, if needed—to identify the right services and customize them to align with your unique objectives.
Our Team
With decades of collective experience in the financial services industry, our team brings seasoned insight, strategic guidance, and a deep understanding of the complexities that shape your financial journey. We’re here to provide the clarity, confidence, and expertise you need to move forward with purpose.
Angie White, AIF®, CPFA
Ellen G. Reynard, CTFA*
Joshua Cavett, MS, AIF®, CPA, PFS
Ron Legnion*
Scott Hawk
Tresa Anderson
Shelby Granger
Nicole Moses
Lisa Prosperie
Brooke Umphrey
Suzi Worsham
Marji Green
Business Support
Ryan Geschke, MBA
Managing Director, Investments & Trading
Erin Corbett
Chief Operating Officer
Will Brand, CRCP®
Chief Compliance Officer
Lauren Lehman, CFA, CFP®
Director of Portfolio Management
Jenny Kurz
Director of Marketing
Zach Clemons
Senior Manager, Advisor Advocate
A Commitment to Excellence
As a division of NewEdge Advisors, we are supported by vast resources to deliver comprehensive, high-touch service and solutions to clients. We go above and beyond to serve our clients and share an unwavering commitment to four fundamental pillars of service.
Fiduciary Commitment
We put our clients first, always.
Planning-Centric Approach
We focus on holistic wealth management for comprehensive financial success.
Strategic Client Engagement
We offer targeted expertise aligned with the unique needs of clients.
Collaborative Excellence
We leverage strong, dedicated support teams to deliver superior service.
Latest News & Events
NewEdge Capital Group Firm and Leadership Receive WealthManagement.com Awards for Excellence
NewEdge Capital Group announced that the firm and leadership have been recognized for excellence at the annual Wealthies Awards.
NewEdge Capital Group Jumps 16 Spots on Barron’s Top 100 RIA Firms List
NewEdge Capital Group has ranked No. 13 on Barron’s Top 100 RIAs Firms list, a 16 spot jump in its second year of eligibility.
NewEdge Capital Group Earns Spot on Forbes Top RIA Firms for Second Consecutive Year
NewEdge Capital Group announced that it has ranked No. 14 on the Forbes/Shook Research America’s Top RIA Firms list. This is the second year the firm was listed and the second year of eligibility.
Get in Touch
Don’t hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
(O) 409.347.2323
(F) 409.347.2216
(O) 409.288.1818
(F) 409.347.0179