Meet the Team

Mark is the Founder of Preservation Capital Private Wealth Management. With over twenty five years of experience in investment management and financial planning, Mark brings a wealth of knowledge and experience to the firm and it’s clients.

Prior to Preservation Capital, Mark has held various positions at both independent and traditional Wall Street firms, such as United Capital and Goldman Sachs. Prior to his career in wealth management, Mark earned his Certified Public Accountant license and was a practicing CPA at the national firm of Ernst & Young.

Mark grew up in Oklahoma and earned his bachelor's degree in business administration with a major in Accounting from Oklahoma State University. Mark and his wife Leah are very proud parents of their daughter Lowen, and enjoy cycling and many other outdoor activities.

Joe is a trusted advisor with over 20 years of experience in the financial services industry and holds both the Series 7 and Series 66 licenses, as well as the Chartered Retirement Planning Counselor (CRPC) designation. Joe brings a wealth of expertise in investment management, retirement planning, and comprehensive financial strategies to our clients. Joe is happily married and enjoys cycling and spending time with family and friends.

With five years of experience in the finance industry and Series 7 and Series 66 licenses, Megan specializes in financial planning, investment management, and estate planning.

Born and raised in Oklahoma, Megan has lived in every U.S. time zone, giving her a broad perspective and a deep appreciation for connecting with people from all backgrounds. When not working with clients, Megan enjoys playing golf, practicing Pilates, staying active in her church community, and spending time with her ten nieces and nephews.

Paul Keeton, Managing Director of Investments & Advisory Solutions, leads the development and execution of the firm’s advisory program, product offerings, as well as equity and fixed income desks.

Admired for his deep expertise and experience in the industry, Paul is a graduate of the Virginia Military Institute with a degree in Civil Engineering and began his career in finance with Dorsey, Wright & Associates in 1997.

He’s since shaped and driven Prospera’s product platform and advisory offerings breadth – and helped our advisors find the most exacting client solutions.

Chris Bravender began his career as an intern with Dorsey & Company in 1999 and was subsequently promoted to the Fixed Income trading desk where he analyzed municipal and corporate credits. In 2021, Chris joined Prospera Financial Services, managing the desk’s market-making activities and developing trading and investment ideas for Prospera Financial Services' advisors and clients. Chris also specializes in college savings plans, retirement plans, rollovers, and strategic asset allocation using managed portfolios.

Along with his trading responsibilities, he is a General Securities Representative and has successfully completed SEC/FINRA/NASAA examinations to attain the following registrations:

Series 7 General Securities Representative
Series 53 Municipal Securities Principal Examination
Series 63 Uniform Securities Agent State Law Examination
Series 65 Uniform Investment Advisor Law Examination

Lyndsey has 14 years’ experience in Operations and client management. She attended the University of Memphis where she played softball and graduated with a BA in Communications. Lyndsey lives outside of Memphis, TN in the hometown where she and her husband grew up. They are blessed with 2 great children and love animals, evidenced by the fact they have two rescue dogs and two rescue cats.

Chrissy supports the team in multiple roles and provides an unmatched standard of proactive client service. 

Chrissy was raised in Virginia and moved to Texas where she became a top producing real estate agent.

In her free time, she enjoys collecting memories with her family and seeing the excitement of new adventures through her son’s eyes.

Katie works to provide marketing support to our team, including social media help, print and design support, project management and event design. Additionally, she serves as a liaison and expert on available third-party marketing resources.

Katie graduated from Texas A&M University with her bachelor's degree in business administration with a focus on management. Her background includes work corporate communication, branding, and events. In her spare time, Katie enjoys cooking, working out, and spending time with her husband and dog at home in Austin, Texas.

In his role, Shawn stays up-to-date on the rules of regulatory agencies and ensures company policies and procedures are adhered to, regularly reviewed, and updated as needed. Shawn is also the firm's designated Anti-Money Laundering (‘AML’) Compliance Officer. This role is dedicated to overseeing the day-to-day operations and internal controls of the firm's AML Compliance Program.  
 
Shawn has worked in the financial services industry as a compliance professional for over 20 years, most recently serving as Compliance Director at Avantax Wealth Management. He has also previously served in various compliance and trading roles at 1st Global and Fidelity Investments. Shawn holds his Series 7, 24, 53, 63, and 66 licenses, as well as the Certified Anti-Money Laundering Specialist (CAMS) and Investment Adviser Certified Compliance Professional (IACCP) designations.