Meet Our Team

Richard Cunningham Photo

Richard Cunningham

Agent

Richard Cunningham

Financial Advisor

For 30 years, Richard has been helping clients reach their financial goals with sincerity and integrity. He works with GME program administrators, individual physicians and their families to help doctors achieve financial security. Richard is a graduate of the University of Texas at Austin, with a Bachelor’s Degree in Economics. He studied in Paris at the Sorbonne. Richard supports numerous charitable organizations, is actively involved in Austin Recovery, and he participates in the Leukemia Lymphoma Society as a survivor of CML. Richard is married to Adrienne with two children, Raven and Coates.

Paul Smith, CFP® ChFC® Photo

Paul Smith, LUTCF, CFP® ChFC® MSFS

Financial Advisor

Paul Smith, LUTCF, CFP® ChFC® MSFS

Financial Advisor

Paul has helped his clients in financial, business, and estate planning for over 10 years. Paul is a graduate of Texas State University, with a Bachelor’s Degree in Psychology. He has also completed the extensive studies necessary to earn the Certified Financial Planners (CFP®) and Chartered Financial Consultant (ChFC®) designations. Paul is actively involved in the community through his volunteer work and service on Community Action Board for the Helping Hand Home for Children. Paul is married to Heather and they have two children, Nyla and Hazel.

Christopher Fullbright Photo

Christopher Fullbright. CLTC

Financial Advisor

Christopher Fullbright. CLTC

Financial Advisor

Christopher brings experience in financial services and the perspective of a successful entrepreneur who has launched several businesses. With over a decade in the industry, he has served as both an advisor and in a management role coaching new advisors. Chris attended the University of Georgia and Texas State University and graduated with a Bachelor of Applied Arts and Sciences. He currently holds many financial services licenses and designations including FINRA Group One, Series 6, Series 63, Series 65, Series 7, and Certification in Long Term Care (CLTC). In his free time he enjoys being involved in the local community, as well as reading, fishing, and going to sporting events. He is happily married to Monique with two wonderful sons.

In addition to serving physicians, Chris specializes in working with special needs families. To learn more about his Special Needs Planning strategies, click here.

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John C. Jackson IV

Agent
 

John C. Jackson IV

Agent

John is an agent from Austin, TX, a graduate of Westlake High School and The University of Texas at Austin, with a Bachelor’s Degree in Economics and a Minor in Business Administration. While at UT, John was a 2-Time Captain and 4-Time All-Conference performer for the men’s lacrosse team. While away from the office, John coaches with the Westlake Youth Lacrosse program and volunteers with Austin’s Young Men’s Business League, and Austin Sunshine Camps.

Cheryl Breeden Photo

Cheryl Breeden

Office
Manager

Cheryl Breeden

Office Manager

Cheryl is the Business Manager for the firm and a licensed service assistant. She graduated from University of Texas at Austin with a Bachelor’s Degree in Business Administration. She has years of experience in the areas of process management, customer service, benefits, and insurance. Cheryl has three girls — Ashley, Hannah, & Olivia. She brings this experience to our firm where she manages the underwriting and service process. She also manages the business operations for the firm.

Celina Montalvo Photo

Celina Montalvo

Operations
and Support

Celina Montalvo

Operations and Support

Celina is one of our Operations and Support Specialist and has been with Physician’s Resource Services for five years. She graduated from Texas State University with a Bachelor of Fine Arts in Graphics Design but found her true niche in the financial service industry 16 years ago. During her spare time, she enjoys trying new restaurants around Austin, and spending time with friends.

Jennifer Khan Photo

Jennifer Khan

Underwriting
Specialist

Jennifer Khan

Underwriting Specialist

Jennifer is an Underwriting Specialist at Physician’s Resource Services, with an extensive background in customer service and administration. Jennifer grew up in Texas, graduated from Southeast Missouri State University with a BFA in Theatre, and spent six years in Chicago performing sketch and improv. She is a graduate from the Conservatory Program at The Second City and iO Chicago. Jennifer and her husband, Qamar, moved to Texas with their dachshund mix, Dobby, to be closer to family, sunshine, and good BBQ.

Jenna Underwood Photo

Jenna Underwood

Underwriting
Specialist

Jenna Underwood

Underwriting Specialist

Jenna is an Underwriting Specialist at Physician’s Resource Services, with a background in customer service, who thrives in a fast-paced environment. Jenna’s priority is making sure her team’s and clients’ needs are met in the most efficient and effective manner available, and doing it with joy to create a positive experience with each encounter. Jenna is a Texas-native who values family time with her husband, Brian and son, Bryson. They enjoy trying out new cuisines, and loving on their two rescue animals, Athena and Nickels.

Karli Allen Photo

Karli Allen

Paraplanner
 

Karli Allen

Paraplanner

Karli brings four years of financial services industry experience with her to Physician’s Resource Services. As our firms paraplanner, Karli assists in on boarding new financial planning clients, gathering financial data, and meeting preparation. She holds FINRA Series 6, Series 63, and Series 65 licenses along with her insurance license. Karli is a graduate of The Master’s University in Santa Clarita, CA and has a business degree with emphases in accounting, finance, and management. She and her husband, Jamisen, recently moved from Southern California and live in Leander, TX. Outside of the office, Karli enjoys photography, traveling, and exploring new coffee shops in the Austin area.