Partner Advisory

  • Kate Flume

    Kate Flume

    Senior Managing Director, Senior Advisor

    Kate Flume is a Senior Managing Director, Partner Advisor. Prior to joining CHC-IP, she spent nine years as an investment advisor and Vice President at Goldman Sachs. Kate earned a B.S.N. degree from the University of Missouri in 1997 and an M.B.A. from Southern Methodist University in 2004. Kate serves on the Executive Board of Big Thought and is the chair of the Planned Giving Council at Southern Methodist University.

  • Tyler Bethea

    Tyler Bethea

    Managing Director, Advisor

    Tyler Bethea is a Managing Director, Partner Advisor.  Prior to joining CHC-IP in 2015, he spent eight years with J.P. Morgan in Dallas. Having started on the institutional side, he most recently served as a Vice President working in J.P. Morgan’s Private Bank. Tyler graduated from Texas Tech University in 2006 with a B.A. in Business Administration, Marketing, and an M.B.A from The University of Texas at Austin in 2015. Tyler serves on the alumni board of Cistercian Preparatory School and is actively involved with Dallas Children’s Advocacy Center.

  • Braden Cole

    Braden Cole

    Director, Advisor

    Braden Cole is an Advisor on the Partner Advisory Team.  Prior to joining CHC-IP, he spent five years as a Senior Portfolio Analyst at RGT Wealth Advisors, a Dallas, Texas based investment advisory firm.  Prior to joining RGT, he was a Research Analyst at Annandale Capital for nearly two years and a Senior Financial Planner at The Ayco Company for three years.  Braden is a graduate of the Hankamer School of Business at Baylor University where he earned a B.B.A. in Finance.

  • Zachary Kuhlman

    Zachary Kuhlman

    Associate Advisor

    Zachary Kuhlman is an Associate Advisor on the Partner Advisory Team. Prior to joining CHC-IP, he spent five years as a Senior Financial Analyst at Brownlie & Braden, LLC, a Dallas, Texas based investment advisory firm. Zachary is a graduate of the Hankamer School of Business at Baylor University where he earned a B.B.A. in Finance and Real Estate. In 2015, he earned an M.B.A. from the Cox School of Business at Southern Methodist University with concentrations in both Finance and Real Estate.

  • Wesley Crane

    Wesley Crane

    Associate Advisor

    Wesley Crane is an Associate Advisor on the Partner Advisory Team.  Prior to joining CHC-IP, he spent three years as a Portfolio Accounting & Trading Specialist with Great Lakes Advisors in Chicago, IL.  Wesley earned a B.S. in Business Administration with a concentration in Economics from Saint Louis University in 2011, and his M.B.A. with concentrations in Finance and Real Estate from Southern Methodist University in 2016.

  • Stephanie Tarlton

    Stephanie Tarlton

    Associate Advisor

    Stephanie Tarlton is an Associate Advisor on the Partner Advisory Team.  Prior to joining CHC-IP, she spent three years in Credit Suisse’s Private Banking division in both the Houston and New York City offices.  While in New York, Stephanie moved to an Investor Relations role working with RIAs on behalf of CS Asset Management.  Stephanie earned a B.B.A. in Finance and Marketing from the University of Houston in 2010.

  • Shannon Miller

    Shannon Miller

    Director, Senior Relationship Manager

    Shannon Miller is a Senior Relationship Manager on the Partner Advisory Team. Prior to joining CHC-IP, she spent two years as an Associate in the Private Wealth Management division at UBS Financial Services, Inc., and five years as a Private Client Associate at Bernstein Global Wealth Management. Shannon earned a B.S. degree in Corporate Communication from the University of Texas at Austin in 2004 and an M.B.A. from Southern Methodist University in 2012. Shannon served as a Corporate Fellow for the 2015 Leadership DISD class.

  • Paula Oaxaca

    Paula Oaxaca

    Director, Senior Relationship Manager

    Paula Oaxaca is a Senior Relationship Manager on the Partner Advisory Team. Prior to joining CHC-IP in 2015, she spent fifteen years with Goldman Sachs and served as a Vice President, Wealth Management Professional in the private wealth management division.  Paula graduated from The University of Phoenix in 2000 with a B.A. in Business Administration, Marketing.

  • Anne-Kyle Cragin

    Anne-Kyle Cragin

    Associate, Relationship Manager

    Anne-Kyle Cragin is an Associate Relationship Manager on the Partner Advisory Team. Prior to joining CHC-IP in 2015, she spent over two years in marketing at media companies including Dwell Media and Time Inc. Anne-Kyle earned a B.S. degree in Communication Studies-Corporate Communication and a Business Foundations Certificate from the University of Texas at Austin in 2012.

  • Michelle Vogler

    Michelle Vogler

    Financial Analyst

    Michelle Vogler is a Financial Analyst on the Partner Advisory Team. Michelle recently graduated Cum Laude from Southern Methodist University with a B.B.A. in Finance, a B.S. in Economics with Financial Applications and a B.A. in Public Policy.

  • Merene Makil

    Merene Makil

    Controller

    Merene Makil is a Controller on the Partner Advisory Team. Prior to joining CHC-IP, Merene spent three years as the Controller at Williams Financial Group, and prior to that worked at Moore Capital Management and Ernst & Young. Merene graduated in 2006 from the Wharton School at the University of Pennsylvania with a B.S. in Economics and earned a M.S. in Accountancy from the University of Notre Dame in 2008.

  • Alexa Brennan

    Alexa Brennan

    Accounting Associate

    Alexa Brennan is an Accounting Associate on the Partner Advisory Team. Prior to joining CHC-IP, Alexa spent two years as an Assurance Associate and Senior Assurance Associate with PricewaterhouseCoopers in Dallas, Texas. She graduated Cum Laude with a M.S. in Accounting and a B.B.A. in Accounting from Southern Methodist University in 2013 and 2012.

     

  • Sarah Krawietz

    Sarah Krawietz

    Accounting Associate

    Sarah Krawietz is an Accounting Associate on the Partner Advisory Team. Prior to joining CHC-IP, Sarah was an Audit Associate at PricewaterhouseCoopers, LLP in Houston, Texas. Sarah is a Certified Public Accountant in Texas and went to Texas A&M University where she earned a M.S. in Finance and a B.B.A. in Accounting in 2014 and 2013.

     

  • Tucker Mack

    Tucker Mack

    Accounting Associate

    Tucker Mack is an Accounting Associate on the Partner Advisory Team. Prior to joining CHC-IP, Tucker worked as an Experienced Associate in the Tax practice at PricewaterhouseCoopers, LLP in Fort Worth, Texas. Tucker is a Certified Public Accountant in Texas and went to Abilene Christian University where he earned a B.B.A. in Accounting and Masters of Accountancy in 2014.

     

  • Haylee Strain

    Haylee Strain

    Administrative Assistant

    Haylee Strain is an Administrative Assistant supporting the Partner Advisory and Partner Strategy managing directors and team.  Prior to joining CHC-IP, she worked as an Executive Assistant and Office Manger for a Private Equity firm in New York where she supported the three managing partners.  She received her B.S. in Retailing from Texas Tech University in 2009 and her M.S. in Merchandising and Marketing in 2011 from the University of North Texas.