OUR TEAM

Gary T. Schoen, CFA

Mr. Schoen is a Chartered Financial Analyst charter holder, a Principal and a Portfolio Manager for Frontier Investment Management Company. Mr. Schoen founded the firm in 1994 and focuses on equity and fixed income research, portfolio strategy and is a voting member of the investment committee. Prior to founding Frontier, Gary spent ten years in the capital markets division of a large regional bank and a privately held securities firm. In total Mr. Schoen has accumulated over 25 years of experience in the finance industry. Mr. Schoen holds a Bachelor of Science and a Master of Science in Finance from Louisiana State University. Mr. Schoen is a member of the CFA Institute, the CFA Society of Dallas/Fort Worth, Financial Analysts of New Orleans (FANO), and has served on the Board of Directors of the CFA Society of Dallas/Fort Worth.

 
Richard G. Sowden, Jr., CFA

Mr. Sowden is a Chartered Financial Analyst charter holder, a Principal and a Portfolio Manager for Frontier Investment Management Company. Richard focuses on manager selection, equity research, and portfolio strategy and is a voting member of the Investment Committee. Prior to joining Frontier in 1997, Richard was Vice-President and Treasurer at a printing company in Dallas. Mr. Sowden holds a Bachelor of Arts in Government from the University of Texas at Austin and a Masters of Business Administration from Southern Methodist University. Mr. Sowden is a member of the CFA Institute and the CFA Society of Dallas/Fort Worth.

 
John A. Schmit

Mr. Schmit is a Portfolio Manager for Frontier Investment Management Company, joining the firm in 2008. Mr. Schmit focuses on equity research, manager selection, portfolio strategy, and is a voting member of the Investment Committee. Mr. Schmit is also the portfolio manager for FIMCO Total Return. From 2005 until 2007, Mr. Schmit was a Manager of Crestview Capital Partners, LLC, a hedge fund based in Northbrook, Illinois. Prior to joining Crestview, Mr. Schmit served as Vice President of Investments for RENN Capital Group, Inc., a registered investment advisor based in Dallas, Texas, where he was a portfolio manager of closed-end funds from 1997 to 2004. Prior to entering the investment business in 1997, John practiced law with the law firm of Gibson, Ochsner & Adkins, in Amarillo, Texas. He holds a BBA in Finance from Texas Christian University, a JD from the University of Oklahoma College of Law and an LLM in International and Comparative Law from The Georgetown University Law Center.

 
Brian S. Hattendorf

Mr. Hattendorf is a Principal for Frontier Investment Management Company. Brian joined Frontier in 2000 and his responsibilities include business development, product development and client relations. Prior to joining Frontier, Brian served as the Marketing Director for a Dallas based security firm. Mr. Hattendorf holds a Bachelor of Business Administration from the University of Texas at Austin. Brian is a member of the TD Ameritrade Institutional Advisory Panel.

 
Thomas B. Walsh, CFP®

Mr. Walsh is a Certified Financial Planner® and a Managing Director for Frontier. Tom works with clients to develop financial planning and wealth management strategies that fit their individual needs. Prior to joining Frontier in 2001, Tom was with Lincoln Financial Advisors for four years, also serving as a comprehensive financial planner. Prior to Lincoln Financial Mr. Walsh worked at Fidelity Investments as a Retirement Account Specialist. Mr. Walsh holds a Bachelor of Arts degree in Economics from the University of Texas at Austin. He is a member of the Financial Planners Associations of Dallas and Austin and a member of the National Association of Insurance and Financial Advisors. Tom is a past-president of the Financial Planners Association of Austin and its current Chairman.  Tom is an active volunteer with the Junior Achievement of America educating young people about the importance of Financial Planning.  Tom has also been selected to be a Guest Columnist with the Austin Business Journal in their Wealth Management section.

 
Byron A. (Andy) Parker, CPA, Attorney at Law

Mr. Parker is available for tax and estate planning for clients of Frontier Investment Management Company. Andy brings over 35 years of accounting and tax experience to Frontier. Prior to working with Frontier, Mr. Parker spent 27 years in the Tax Department of Peat Marwick Mitchell Co. (now KPMG Peat Marwick, LLP), 21 of those years as a partner. From 1974 until retirement, Andy was the tax partner in the Dallas office responsible for estate planning engagements, estate tax returns and trust returns. In 1994, Andy began his own tax practice that serves high net worth clients in the following areas - Estates and estate planning, Trusts (both charitable and non-charitable), General financial planning, S Corporations, Private foundations and other exempt organizations, and Family Limited Partnerships. Andy’s legal practice focuses on the drafting of wills and trusts and general estate work. Mr. Parker is a graduate of Rice University and the University of Texas at Austin Law School. Andy is a member of the Texas Society of Certified Public Accountants and the State Bar of Texas.