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Meet the Team

RiverStone Wealth Management team delivers the mix of expertise, professionalism, and innovative approaches you expect from your financial professionals.

President/Chief Executive Officer, Brian E. Smith

CFO/FinOp, Ed Valle, CPA

VP of Investment Banking, Paul Gautier

Executive Vice President, Morrie Galter

President of Insurance Agency, Torry Scott

Dallas Branch Manager, Jon Lennox

VP Accounting and Finance, Jorge Gomez


Brian E. Smith - President/Chief Executive Officer 

Brian E. Smith

In addition to being the President and CEO, Brian is one of the founders and majority shareholder of the firm. His practice is focused on helping investors minimize taxes, preserve wealth and efficiently utilize assets.  He is a graduate of Texas A&M, and is active in church, as well as charitable and professional organizations.

 

 


Ed Valle, CPA - CFO/FinOp


Paul Gautier – VP of Investment Banking 

Paul GautierPaul's entrepreneural background includes co-founding, growing and selling a successful regional ad agency, and founding and successfully funding a technology start up in Austin. Paul’s commitment to lifelong learning has included such varied fields as Communications, Leadership, Public Speaking, Business, Finance, Anthropological Research, Language, Marketing and Philanthropy. He is a national speaker and business advisor/consultant. Paul holds a bachelor's degree from Lamar University and is active in numerous charities, non-profit and civic organizations. Gautier holds the NASD Series 7, 66 and 24 licenses.


Morrie Galter – Executive Vice President

Morrie GalterMorrie brings twenty-eight years of experience to RiverStone Wealth Management, Inc. He started at Merrill Lynch in 1977.

Morrie became a director of First Financial Investment Securities, Inc. in 1996. He’s the Executive Vice President of RiverStone Wealth Management.  

 

 


Torry Scott – President of RiverStone Insurance Agency

Torry ScottTorry Scott currently holds the position of President of RiverStone Insurance Agency, which formed in March 2001.

Torry was a founding member of The Avantus Group, Inc.; a private Austin-based financial service company. In 2000, The Avantus Group, Inc., received the Austin Business Journal’s annual award as the fastest growing private company under $10 million in revenue for 1999 – 2000. In December 2000, the Avantus Group, Inc., merged with First Financial Investments, another Austin-based financial services firm, to create First Avantus Securities, Inc. Torry played a key role in managing both the merger and the subsequent transfer of client accounts to First Clearing Corporation, the firm’s current clearing firm for client transactions. Torry graduated Magna Cum Laude in December 1991 from California State University, Sacramento with a Bachelor of Arts degree in Communication with emphasis in Organizational Communication. Torry holds the series 7, 53, 63, 65, 24 and group one and four licenses.


Jon Lennox – Dallas Branch Manager


Jorge Gomez - VP Accounting and Finance



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