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About Us

No matter how complex the holdings, how visionary the goals, or how challenging the opportunities, we are only satisfied when our clients can see their future clearly on the horizon and understand how everything that’s in place works in concert to take them there.

Our vision is to help our clients use their prosperity to improve the lives of their loved ones, community and the world around them.

The Capital Chart Room Team

Jeffrey M. Holler, CFP®

President, CEO

Jeffrey M. Holler, CFP®

President, CEO

View Jeff's full bio and background

Has been navigating wealth for highly affluent families 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 plenty of planning with many advisors and have highly complex situations.

Author, Bigger Than Business (High Bridge Books, 2018) Learn more

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 Fort Worth Estate and Business Planning Council.
Regular attendee of the Heckerling Institute of Estate Planning.

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

Mary Barnett

Executive Adminstrator

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

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.
Member of the Dallas-Fort Worth Compliance Roundtable
Certified Financial Planner™

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

Tammy Sheppard

Administrative Assitant

Tammy Sheppard

Administrative Assitant

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.

Phil Stanley

Client Relationship Manager

Phil Stanley

Client Relationship Manager

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.
Brings knowledge and experience from his tenure with Edward Jones Investments, where he developed a very successful business from scratch.
Phil was the operating partner of a privately-owned business that he grew and ultimately sold profitably.
As the son of family business owners, he learned the challenges and rewards of leading and growing a successful business, as well as the importance of maintaining strong family bonds and values.
Earned his Bachelor of Business Administration in Communications, and a minor in Business Administration from Texas A&M University.
Serves on the Board of Directors for the Fort Worth/Tarrant County A&M Club.

Brittany Taylor, JD, MS, CFP®

Planning Manager

Brittany Taylor, JD, MS, CFP®

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.
Certified Financial Planner™
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

Angela Walthall

Executive Support Manager

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.

True prosperity is more than just assets. It’s outcomes you can take pride in.

About Us

Jeffrey M. Holler, CFP®

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

Mary Barnett

David Hopkins, CFP®, IACCP®

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

Tammy Sheppard

Phil Stanley

Brittany Taylor, JD, MS, CFP®

Angela Walthall

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