Meet Our Team

Richard Cunningham Photo

Richard Cunningham

Financial Adviser*

Richard Cunningham

Financial Adviser*

For more than 26 years, Richard has been helping clients reach their financial goals with sincerity and integrity. He works with families and businesses to complete planning for life, disability, long term care insurance, annuities, and mutual funds. He has been affiliated with New York Life for over 26 years. He is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative with NYLIFE Securities LLC. 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 is actively involved in the community through his church, support groups, and 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, CFP® ChFC®

Financial Adviser*

Paul Smith, CFP® ChFC®

Financial Adviser*

Paul has helped his clients in financial, business, and estate planning for over 10 years. Paul is also an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative with NYLIFE Securities LLC. 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.

John C. Jackson IV Photo

John C. Jackson IV

Financial Service Professional

John C. Jackson IV

Financial Service Professional

John is a Financial Services Professional 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.

Christopher Fullbright Photo

Christopher Fullbright

Financial Adviser*

Christopher Fullbright

Financial Adviser*

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, ARPC, and Certification in Long Term Care (CLTC). In his free time he enjoys being involved in the local community through organizations such as Comfort Crew for Military Kids. Chris is also an active member of Austin Christian Fellowship Church, and enjoys spending time there as well as reading, fishing, and going to sporting events. He is happily married to Monique with two wonderful sons.

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.

Heather Smith Photo

Heather Smith

Planning Process and
Service Coordinator

Heather Smith

Planning Process and
Service Coordinator

Heather is a Planning Process and Service Coordinator for the firm and a licensed service assistant. She is a critical part of the team assisting with the implementation phase of the process and keeping client data up to date. She has an extensive background as a Paralegal working with large companies to assist them with the protection of their domestic and foreign Intellectual Property. Heather is native to Texas with an extensive background in client management. She is married to Paul with two daughters, Nyla and Hazel.

Celina Montalvo Photo

Celina Montalvo

Operations and Support Assistant

Celina Montalvo

Operations and Support Assistant

Celina is the Client Management Database Specialist and has been with Physician’s Resource Services since 2015. She graduated from Texas State University at San Marcos in 2001. After graduating from college, Celina began her career in the financial service industry as an administrative assistant. She has an extensive background in customer service, and client management. In her spare time she loves running, spend time outdoors, and hang out with her family and 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.

*Financial Adviser offering investment advisory services through Eagle Strategies, a Registered Investment Adviser.