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Kaitlin Fossen

Kaitlin Fossen

Associate / Private Wealth Services

Kaitlin Fossen joined Americana Partners in 2023 as Associate/Private Wealth Services, focused on supporting the team’s internal operations and client service processes. Prior to Americana, she served as a Client Service Associate with The Fidelis Wealth Management Group at Morgan Stanley. Kaitlin has been working in the financial services industry since 2013, and originally joined Morgan Stanley in 2014. After relocating to Houston, Kaitlin served in multiple roles including a Business Service Manager for the firm and a Wealth Management Associate for an Independent Registered Investment Advisor (RIA). In 2022, Kaitlin moved back to Midland and rejoined Morgan Stanley.

Kaitlin earned a BS in Finance with a minor in Banking and Financial Services from the University of Wyoming.

Jason Fertitta

Jason Fertitta

Chief Executive Officer / Founding Partner
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Ronald E. Thacker

Ronald E. Thacker

Managing Partner / President
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Robert Wellington

Robert Wellington

Chief Financial Officer / Founding Partner
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Billy Busch

Billy Busch

Managing Director / Founding Partner
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Sheldon Busch, CFP®

Sheldon Busch, CFP®

Managing Director / Founding Partner
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Josh Caltrider, CIMA®

Josh Caltrider, CIMA®

Managing Director / Founding Partner
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David M. Darst, CFA®

David M. Darst, CFA®

Managing Director / Chief Investment Officer
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Alex Zengo

Alex Zengo

Managing Director / Chief Compliance Officer
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Phillip Knight, CFP®

Phillip Knight, CFP®

Managing Director / Partner
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Amy Lawler, CFP®, CPWA®

Amy Lawler, CFP®, CPWA®

Senior Vice President / Partner
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Team

Chad Clary

Chad Clary

Senior Vice President / Private Wealth Advisor
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Jay Ellis

Jay Ellis

Senior Vice President / Private Wealth Advisor
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Benjamin Athens

Benjamin Athens

Vice President / Private Wealth Advisor
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Charles Bailey, Jr.

Charles Bailey, Jr.

Senior Vice President / Private Wealth Advisor
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Fatina Benjamin

Fatina Benjamin

Executive Director / Human Resources
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John Carlisle

John Carlisle

Managing Director
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Gabe Cassell

Gabe Cassell

Vice President / Private Wealth Advisor
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Ben Davidson

Ben Davidson

Private Wealth Advisor
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Britton Daugbjerg

Britton Daugbjerg

Associate / Private Wealth Services
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Tamara Dupont

Tamara Dupont

Associate / Private Wealth Services
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Tori Eaton

Tori Eaton

Associate / Private Wealth Services
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Kaitlin Fossen

Kaitlin Fossen

Associate / Private Wealth Services
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Melissa Giles, CFP®

Melissa Giles, CFP®

Executive Director / Portfolio & Platform Management
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Bonnie Green

Bonnie Green

Associate / Office Management & Technology
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Shannon Griffin

Shannon Griffin

Executive Director / Office Management & Technology
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Daniel Harrison

Daniel Harrison

Private Wealth Advisor
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Michelle Holmes

Michelle Holmes

Associate Vice President / Private Wealth Services
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Bobby Jones

Bobby Jones

Managing Director / Private Wealth Advisor
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Janel Lyan

Janel Lyan

Associate / Private Wealth Services
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Jean Malo, CFA®

Jean Malo, CFA®

Private Wealth Advisor
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Michael Mithoff

Michael Mithoff

Managing Director / Private Equity
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Robert Muse

Robert Muse

Managing Director / Private Wealth Advisor
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Nicholas Perez

Nicholas Perez

Associate Vice President / Private Wealth Services
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John Piland

John Piland

Senior Vice President / Business Development
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Shereata Pontius

Shereata Pontius

Associate / Private Wealth Services
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Anna Reed

Anna Reed

Associate / Private Wealth Services
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Lynne Russell

Lynne Russell

Associate / Private Wealth Services
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Joe Savery

Joe Savery

Vice President / Private Wealth Advisor
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Paul Schaufele

Paul Schaufele

Vice President / Private Wealth Advisor
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Johnathan Schnitzer

Johnathan Schnitzer

Managing Director / Private Wealth Advisor
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J. Tom Snelson

J. Tom Snelson

Associate / Private Wealth Advisor
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Jake Walton

Jake Walton

Investment Analyst / Investment Operations
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Allen Sabanovic

Allen Sabanovic

Compliance Officer
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Bobby Stillwell

Bobby Stillwell

Private Wealth Advisor
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David Warhoftig

David Warhoftig

Director of Trading
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Urte Zakarauskaite

Urte Zakarauskaite

Investment Analyst / Investment Operations
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Lauren Zifchak

Lauren Zifchak

Associate / Finance
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