Jeffrey M. Holler, CFP®
President, CEO

 
  • Owner and  founder of The Capital Chart Room LTD®.
  • Has been navigating wealth for the super affluent since 1989.
  •  Extensive experience and long-term relationships with some of the wealthiest owners of large privately held multi generational businesses across the United States.
  • Created and trademarked The Results Accelerator System™ to solve the challenges facing families who have completed lots of planning, have many advisors and have highly complex situations.
  • Earned his Bachelor of Science Degree in Business from Florida State University.
  • Certified Financial Planner™ since 1987.
  • Member of the national Financial Planning Association and the local Dallas/Fort Worth chapter.
  • Member of the Dallas and Fort Worth Estate and Business Planning Councils.
  • Regular attendee of the Heckerling Institute of Estate Planning.
 
 

Certified Financial Planner Board of Standards Inc.owns the certification marks CFP®, Certified Financial Planner™ and in the U.S.

 

 

Mary Barnett
Executive Adminstrator

 
  • 15+ years' experience as an executive assistant. Brings extensive knowledge to current responsibilities associated with The Capital Chart Room's client services, office management, and accounting support.
  • Project Manager for firm branding and marketing efforts.
  • Supports the firm's unique process execution.
  • Gained an appreciation for the challenges and rewards intrinsic to operating a privately held business as the founder of a successful off-site administrative support company which operated for 10 years. 
 

 

David Hopkins, CFP®, IACCP®
Chief Compliance Officer
& Investment Services Manager

 
  • Supports the TCCR investment management platform to continue to provide superior service in the investments arena. Supports the planning process by assisting with the preparation of the Family Desk Reference®.
  • Administers the day-to-day management of the compliance program.
  • Supports the firm's technology effort to improve select systems and processes.
  • Investment Adviser Certified Compliance Professional®.
  • Assist with client service work, internal projects and life insurance administration.
  • Brings in-depth knowledge and experience gained from his 8 year tenure with Fidelity Investments, a well-known financial service provider in the investment industry.
  • Earned Bachelor of Business Administration from Midwestern State University.
  • Certified Financial Planner™
 
 

Certified Financial Planner Board of Standards Inc.owns the certification marks CFP®, Certified Financial Planner™ and in the U.S.

 

 

Brittany Taylor, JD
Planning Manager

 
  • Brings a multidisciplinary perspective to The Capital Chart Room LTD® team with her JD degree and prior experience working for an estate planning law firm.
  • Assists in the execution of the firm's trademarked planning process, The Results Accelerator System™, which is exclusively designed for successful business owners.
  • Helps our clients accomplish their unique personal portfolio investment objectives through the firm's integrated investment planning process.
  • Assists in the planning process through preparation of the Family Desk Reference®.
  • Graduate of Texas Tech University School of Law with a Doctor of Jurisprudence. Graduate of Texas Tech University with a Master of Science in Personal Financial Planning. Graduate of West Texas A&M University with a Bachelor of Business.
  • Candidate for the CFP® exam.
  • Member of the Fort Worth Business & Estate, Tax and Estate Planning, and Women Attorneys Sections of the Tarrant County Bar Association. 
 

 

Angela Walthall
Executive Support Manager

 
  • 15+ years in executive administrative support roles has awarded Angela with outstanding organizational and creative skills she applies to internal projects, services, and event coordination.
  • Provides Executive and Operations support, and manages client scheduling for TCCR.
  • Executes firm branding and marketing efforts.

  • Assists in supporting and improving the firm's technology components, systems, and processes.
  • Manages life insurance administration. 
 

 

Tammy Sheppard
Administrative Associate

 
TammySheppard.jpg
  • 15+ years as a legal assistant, paralegal and administrative assistant.  Brings her organizational, research, and writing and editing skills to TCCR’s processes and projects.
  • Provides Executive and Operations support to all team members.

  • Aids in executing internal and client-related processes and workflows to completion.
  • Enjoys being the firm’s first contact for client service.