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• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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Steve has more than 30 years of wealth management and investment experience. He is a graduate of the Indiana University School of Business, holds a Juris Doctor from the University of Notre Dame Law School, and a Masters of Law in Taxation from the DePaul University School of Law. In terms of his professional credentials, he was a Certified Public Accountant at Touche Ross & Co., and presently holds the professional designation of Certified Investment Management Analyst®. Prior to teaming with Mike Dawson at Merrill Lynch and Deutsche Bank, his investment career has included Alliance Capital, Managing Director at Oppenheimer & Co., and President of the Wealth Management at Sanders Morris Harris.

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Mike has over 45 years of private wealth management and investment experience. He received both a BBA & MBA degree in Finance from The University of Texas - Austin. He has been professionally recognized as one of the Top 100 Financial Advisors in the country three times. He began his career as a Private Wealth Advisor at Goldman Sachs, where he spent 30 years. He has also been a Private Wealth Advisor at Merrill Lynch PBIG, and a Director at Deutsche Bank. He has worked at UBS for more than 10 years.

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Andrew Kaminsky has worked in financial services for over 20 years.  He studied at Brandeis University Waltham, MA and has BA in American Studies

Andrew and wife Heidi of 7 years have a son Oliver who is 6-year-old.  Outside of the office, Andrew enjoys Golf, basketball, softball, coaching Oliver’s sports teams, traveling, and spending  time with his family.

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Kendyl Smith oversees client administration for the Dawson Cordill team. She has earned her Series 7, 66, and Insurance licenses. Kendyl has more than 5 years experience in the financial services industry. She received a B.S. in Commerce and Business from Rhodes College in Memphis, TN.