Partners
John (J.P.) Per O'Sullivan John (J.P.) Per O'Sullivan
Managing Director
Portfolio Manager
jpo@perstirling.com
Telephone: (512) 623-4042
Robert Stirling Phipps, III Robert Stirling Phipps, III
Director
Portfolio Manager
rphipps@perstirling.com
Telephone: (512) 623-4041
Katherine Zamora Katherine Zamora
Director of Brokerage Operations
kzamora@perstirling.com
Telephone: (512) 628-2270
John Trenholm John Trenholm
Partner
Financial Advisor
jtrenholm@perstirling.com
Telephone: (512) 302-6080

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Financial Advisors
Teri W. Bergstrom Teri W. Bergstrom, CFP®, CLU
Certified Financial Planner ™
Financial Advisor
tbergstrom@perstirling.com
Telephone: (512) 288-6207
James (Jim) Matheney James (Jim) Matheney
Financial Advisor
jmatheney@perstirling.com
Telephone: (512) 302-6071
Mary Voll Miller Mary Voll Miller
Certified Financial Planner ™
mvoll@perstirling.com
Telephone: (512) 623-4004
Manny Ramirez Manny Ramirez
Financial Advisor
mramirez@perstirling.com
Telephone: (512) 623-4031
John Sprague John Sprague
Financial Advisor
jsprague@perstirling.com
Telephone: (512) 761-4701

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Operations & Marketing
Alan Jacobs Alan Jacobs
Comptroller
ajacobs@perstirling.com
Telephone: (512) 628-2272
Carol Sheffield Carol Sheffield
Operations Specialist
csheffield@perstirling.com
Telephone: (512) 623-4070
Michelle Reese Michelle Reese
Institutional Marketing Specialist
mreese@perstirling.com
Telephone: (512) 628-2300
Keith Schnelle Keith Schnelle
Certified Financial Planner ™
Solicitor
kschnelle@perstirling.com
Telephone: (512) 355-4100
Lauren Kelner Lauren Kelner
Administrative Assistant
Telephone: (512) 628-2300

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