advisory.

Travis Goodman, CFA

Senior Financial Advisor

Travis Goodman, CFA Travis Goodman serves as a Senior Financial Advisor for ALM First Financial Advisors. In this role, he works with the firm’s partners to manage service offerings and ensure that the Advisory Department operates efficiently. He also evaluates clients’ asset/liability portfolios, assessing their current balance-sheet compositions while designing strategies which maximize value while maintaining the appropriate levels of risk.

Mr. Goodman joined ALM First in 2003, bringing his experience in a number of asset/liability management fundamentals to the firm.

Mr. Goodman has a bachelor's of science degree in business administration, with a double major in finance and marketing, from the Eller School of Business at the University of Arizona in Tucson. He also holds the Chartered Financial Analyst (CFA) designation.

Lisa McDaniel, CFA

Financial Advisor

Lisa McDaniel, CFA Lisa McDaniel serves as a Financial Advisor for ALM First Financial Advisors. In this role, she reviews the asset/liability structure of client credit unions’ portfolios, and develops and executes strategies that maximize value while carefully managing risk. She also is responsible for providing economic commentary and writing the quarterly economic outlook for the firm and its clients. In addition, Ms. McDaniel serves as portfolio manager for the firm’s total return accounts, which provides investment management on a discretionary basis.

Ms. McDaniel has more than 18 years of experience in fixed-income analysis and investment portfolio management. Prior to joining ALM First, she was a vice president with Regions Bank Capital Management Group. While there, she managed institutional taxable, fixed-income accounts and collective funds consisting of government, corporate and mortgage-backed securities. Ms. McDaniel also had direct responsibility for managing more than $1 billion in assets, and served as a committee member, developing macro-level investment and fixed-income strategies. In addition, she performed oversight duties for the company and managed individual accounts for high-net-worth individuals and corporations.

Ms. McDaniel received a master’s degree in business administration from the University of Arkansas at Little Rock, and a bachelor’s degree in computer science at the University of Arkansas at Fayetteville. She holds the Chartered Financial Analyst (CFA) designation and serves on the board of the CFA Society of Dallas-Fort Worth, as well as the chairperson for the Annual Forecast Dinner, the Society’s largest annual event.

Cullen Coxe

Financial Advisor

Cullen Coxe joined ALM First Financial Advisors in 2003. As a Financial Advisor for the firm, his primary responsibilities include reviewing clients’ asset/liability portfolios, as well as designing and executing financial strategies that provide the best value proportional to each client’s desired risk profile.

Mr. Coxe has lengthy experience in trading and investment portfolio management. He also has had extensive interaction with the secondary market, including mortgage-loan origination, production, funding and hedging.

Before joining ALM First, Mr. Coxe was a bank portfolio manager and trader, responsible for a $4 billion mortgage-backed security portfolio. In this position, he researched, analyzed and executed trades involving mortgage-backed, pass-through securities, as well as collateralized mortgage obligations. Additionally, he hedged the portfolio on a monthly basis to ensure compliance with regulatory guidelines, and planned and forecasted balance-sheet strategies based on various interest-rate scenarios. Prior to serving as a portfolio manager for the bank, he managed its liabilities and all borrowings with a focus on reducing the cost of funds.

Mr. Coxe has a bachelor’s degree in business with a major in economics from the University of Oklahoma at Norman.

Jiwen Chen, CFA

Financial Advisor

Jiwen Chen, CFA Jiwen Chen joined ALM First Financial Advisors in 2004, and has more than nine years of experience working in investments and finance. His prior experience includes three years as a financial analyst for Ximco, a Hong Kong-based financial consulting firm with major operations in mainland China.

Mr. Chen’s role as a Financial Advisor for ALM First includes reviewing the composition of clients’ asset/liability portfolios, and creating and implementing strategies to maximize value while maintaining appropriate risk levels. Part of his strategy design includes performing analyses using a variety of rate scenarios to help improve clients’ performance.

Mr. Chen holds a master’s degree in investment and corporate finance from the Mendoza College of Businesses, University of Notre Dame, where he graduated with honors. His study was concentrated on investment analysis with an emphasis on portfolio management. He earned a bachelor’s degree in finance at Shanghai Jiao Tong University in 1997, and holds the Chartered Financial Analyst (CFA) designation.

Stacey Wilkerson

Financial Advisor

Stacey Wilkerson has served as a Financial Advisor for ALM First Financial Advisors since 2005. She has been instrumental in developing and implementing the firm’s online services, including ALM First On-Demand and the Liquidity Forecast Model. Her responsibilities also include reviewing clients’ asset/liability portfolios, and designing and carrying out strategies that capitalize on value yet remain within clients’ set risk limits.

Before coming to ALM First, Ms. Wilkerson was the commercial card project manager at Electronic Data Systems (EDS), where she served as a computer programmer for six years.

Ms. Wilkerson holds a master’s degree in financial services from the University of Dallas; and a bachelor’s degree in finance, management information systems, and general business from Texas Tech University in Lubbock.

Brian Park

ALM Advisor

Brian Park joined ALM First Financial Advisors in 2007 after serving as an analyst for an electronics payment company. In his current role as an ALM Advisor, Mr. Park is responsible for reviewing clients’ asset/liability portfolios. He also creates balance-sheet strategies that maximize value for clients while maintaining risk levels that fit within their risk parameters. Working with Standard Partnership clients, Mr. Park performs “what if” scenario analyses to meet their specific requirements.

In addition, Mr. Park actively participates in new-product development for ALM First and provides analysis for Merger Valuations and ALM Validations. He provides internal ALM strategy, as well.

Mr. Park holds a bachelor’s degree in finance and a bachelor’s degree in economics from Southern Methodist University in Dallas, Texas.

Benjamin Voss

Financial Analyst

Benjamin Voss joined ALM First in 2007 and is currently responsible for asset/liability analysis for credit unions. He also performs various "what if," analyses to fit the needs of our clients.

Prior to joining ALM First, Mr. Voss received a bachelor's degree in corporate finance from the University of Mary Hardin-Baylor, where he received the 2007 Wall Street Journal Award, which is presented to the graduating senior majoring in business administration who is considered the most outstanding in scholarship and character. He is currently sitting for the Level 1 CFA exam.

Benedict Voit

Financial Analyst

As a financial analyst, Benedict Voit is currently responsible for asset/liability analysis for credit unions. He also performs various “what if” analyses to fit the needs of our clients. Prior to joining ALM First, Mr. Voit worked at the Federal Reserve in Dallas modeling cash flows and department work hours. He also worked with the Los Alamos National Labs writing computer programs to model star behavior for the Theoretical Department of Computational Astrophysics.

Mr. Voit received a bachelor’s degree in political science and economics from The University of Texas, Dallas.

Robert Brandt

Financial Analyst

Robert Brandt joined ALM First Financial Advisors, LLC in 2009. In his role as a financial analyst, Mr. Brandt provides asset/liability analyses for credit unions. His responsibilities also include assessing clients’ needs by analyzing the probable results of various strategies through scenario development.

Before joining ALM First, Mr. Brandt worked in the acquisitions department of a commercial real estate firm. While there, he applied the Argus software to perform valuation of office buildings, analyzed spreadsheets relative to possible building acquisitions and researched potential markets for growth opportunities.

Mr. Brandt holds a master’s degree in business administration from Trulaske College of Business at the University of Missouri at Columbia, as well as a bachelor's degree in business with an emphasis in finance and real estate from the same institution.

Tom Thongprasert

Financial Analyst

Tom Thongprasert joined ALM First Financial Advisors, LLC in 2010. In his role as a financial analyst, Mr. Thongprasert provides asset/liability analyses for credit unions. His responsibilities also include assessing clients’ needs by analyzing the probable results of various strategies through scenario development. Prior to joining ALM First, Mr. Thongprasert worked at a Long/Short Equity Hedge Fund in Dallas conducting fundamental analysis and research on publicly traded equities.
Mr. Thongprasert earned a bachelor's degree in economics from The University of Texas at Austin.

Praveen Narra

Financial Analyst

As a financial analyst, Praveen Narra is responsible for asset/liability analysis for financial institutions. His responsibilities also include assessing clients’ needs by analyzing the probable results of various strategies through scenario development. Prior to joining ALM First in April of 2010, Mr. Narra worked in the Treasury and Security Services department of JPMorgan Chase analyzing security prices for mutual funds and pension funds.

Mr. Narra received a bachelor’s degree in finance from Baylor University, in Waco. Currently, he is a Level 3 candidate in the Chartered Financial Analyst (CFA) program.

Taylor Pool

Financial Analyst

Taylor Pool joined ALM First Financial Advisors, LLC in 2010. In his role as a financial analyst, Mr. Pool provides asset/liability analysis for credit unions. He also performs various "what if" analyses to fit the needs of our clients. Additional responsibilities include assessing clients’ needs by analyzing the probable results of various strategies through scenario development. Prior to joining ALM First, Mr. Pool worked in Treasury and Security Services for JPMorgan Chase, pricing securities for mutual and pension funds.

Mr. Pool received a bachelor’s degree in finance and economics from Texas Tech University in Lubbock, Texas.

Hafizan Hamzah

Financial Analyst

Hafizan Hamzah joined ALM First in 2010 and is currently responsible for asset/liability analysis for financial institutions. In addition, he also performs several types of “what-if” analyses which help our clients evaluate potential decisions. Prior to joining ALM First, Mr. Hamzah interned at a private wealth management firm in Dallas, Texas.
Mr. Hamzah received a bachelor’s degree in business administration from Southern Methodist University in Dallas, Texas.

Alla Mikhalevsky

Financial Analyst

Alla Mikhalevsky joined ALM First Financial Advisors, LLC in 2010. As a financial analyst, Ms. Mikhalevsky is currently responsible for asset/liability analysis for credit unions. She also performs various "what if," analyses to fit the needs of our clients. Prior to joining ALM First, Ms. Mikhalevsky interned in the Wealth Management division at UBS Financial Services.

Ms. Mikhalevsky received a bachelor’s degree in finance from The University of Texas, in Dallas, where she graduated with honors.