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Physician's Resource Services

Physician's Resource Services

Insurance & Financial Services | Physician's Resource Services

  • Client Login
  • Schedule Consult
  • Who We Are
    • Firm Overview
    • Meet Our Team
    • Community Involvement
    • News & Articles
  • How We Help
    • Services for Residents & Fellows
    • Services for Practicing Physicians
    • Services for GME Programs
    • Tax & Bookkeeping Services
    • Special Needs Planning
  • Get in Touch
    • Austin Office
    • Houston Office
    • Fort Worth Office
    • Galveston Office

Meet Our Team

Home Who We Are Meet Our Team

“Great things in business are never done by one person; they’re done by a team of people.”

Steve Jobs

Photo of Richard Cunningham

Richard Cunningham

Agent

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Photo of Paul Smith, CFP® ChFC® MSFS

Paul Smith, CFP® ChFC® MSFS

Financial Advisor

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Photo of Christopher Fullbright, CLTC

Christopher Fullbright, CLTC

Financial Advisor

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Photo of John C. Jackson IV

John C. Jackson IV

Associate Financial Consultant

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Photo of Ryan Roberts

Ryan Roberts

Associate Advisor

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Photo of Cheryl Breeden

Cheryl Breeden

Office Manager

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Photo of Jennifer Khan

Jennifer Khan

Underwriting Specialist

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Photo of Karli Allen

Karli Allen

Paraplanner

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Photo of Jenna Underwood

Jenna Underwood

Underwriting Specialist

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Photo of Richard Cunningham

Richard Cunningham

Agent

For 30 years, Richard has been helping clients reach their financial goals with sincerity and integrity. He works with GME program administrators, individual physicians and their families to help doctors achieve financial security. Richard is a graduate of the University of Texas at Austin, with a Bachelor’s Degree in Economics. He studied in Paris at the Sorbonne. Richard supports numerous charitable organizations, is actively involved in Austin Recovery, and he participates in the Leukemia Lymphoma Society as a survivor of CML. Richard is married to Adrienne with two children, Raven and Coates.

Paul Smith, CFP® ChFC® MSFS →

Photo of Paul Smith, CFP® ChFC® MSFS

Paul Smith, CFP® ChFC® MSFS

Financial Advisor

Paul has helped his clients in financial, business, and estate planning for over 10 years. Paul is a graduate of Texas State University, with a Bachelor’s Degree in Psychology. He has also completed the extensive studies necessary to earn the Certified Financial Planners (CFP®) and Chartered Financial Consultant (ChFC®) designations. Paul is actively involved in the community through his volunteer work and service on Community Action Board for the Helping Hand Home for Children. Paul is married to Heather and they have two children, Nyla and Hazel.

← Richard Cunningham

Christopher Fullbright, CLTC →

Photo of Christopher Fullbright, CLTC

Christopher Fullbright, CLTC

Financial Advisor

Christopher brings experience in financial services and the perspective of a successful entrepreneur who has launched several businesses. With over a decade in the industry, he has served as both an advisor and in a management role coaching new advisors. Chris attended the University of Georgia and Texas State University and graduated with a Bachelor of Applied Arts and Sciences. He currently holds many financial services licenses and designations including FINRA Group One, Series 6, Series 63, Series 65, Series 7, ARPC, and Certification in Long Term Care (CLTC). In his free time he enjoys being involved in the local community through organizations such as Comfort Crew for Military Kids. Chris is also an active member of Austin Christian Fellowship Church, and enjoys spending time there as well as reading, fishing, and going to sporting events. He is happily married to Monique with two wonderful sons.

In addition to serving physicians, Chris specializes in working with special needs families. To learn more about his Special Needs Planning strategies, click here.

← Paul Smith, CFP® ChFC® MSFS

John C. Jackson IV →

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John C. Jackson IV

Associate Financial Consultant

John is an agent from Austin, TX, a graduate of Westlake High School and The University of Texas at Austin, with a Bachelor’s Degree in Economics and a Minor in Business Administration. While at UT, John was a 2-Time Captain and 4-Time All-Conference performer for the men’s lacrosse team. While away from the office, John coaches with the Westlake Youth Lacrosse program and volunteers with Austin’s Young Men’s Business League, and Austin Sunshine Camps.

← Christopher Fullbright, CLTC

Ryan Roberts →

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Ryan Roberts

Associate Advisor

Ryan brings two years of experience in the financial services industry. He graduated from the Texas McCombs School of Business and majored in finance. Ryan played three years on the Longhorn football team and earned first-team Academic All Big 12 honors. He prides himself on being a great teammate and finishing the job, whether it be on the gridiron or in the financial planning process. Ryan understands the importance of serving in a fiduciary capacity and cherishes the client relationship. Outside of work, you may find him on the golf course, volunteering in sports ministry, or exploring the trails of Austin with his trusty boxer, Samson.

← John C. Jackson IV

Cheryl Breeden →

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Cheryl Breeden

Office Manager

Cheryl is the Business Manager for the firm and a licensed service assistant. She graduated from University of Texas at Austin with a Bachelor’s Degree in Business Administration. She has years of experience in the areas of process management, customer service, benefits, and insurance. Cheryl has three girls — Ashley, Hannah, & Olivia. She brings this experience to our firm where she manages the underwriting and service process. She also manages the business operations for the firm.

← Ryan Roberts

Jennifer Khan →

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Jennifer Khan

Underwriting Specialist

Jennifer is an Underwriting Specialist at Physician’s Resource Services, with an extensive background in customer service and administration. Jennifer grew up in Texas, graduated from Southeast Missouri State University with a BFA in Theatre, and spent six years in Chicago performing sketch and improv. She is a graduate from the Conservatory Program at The Second City and iO Chicago. Jennifer and her husband, Qamar, moved to Texas with their dachshund mix, Dobby, to be closer to family, sunshine, and good BBQ.

← Cheryl Breeden

Karli Allen →

Photo of Karli Allen

Karli Allen

Paraplanner

Karli brings four years of financial services industry experience with her to Physician’s Resource Services. As our firms paraplanner, Karli assists in on boarding new financial planning clients, gathering financial data, and meeting preparation. She holds FINRA Series 6, Series 63, and Series 65 licenses along with her insurance license. Karli is a graduate of The Master’s University in Santa Clarita, CA and has a business degree with emphases in accounting, finance, and management. She and her husband, Jamisen, recently moved from Southern California and live in Leander, TX. Outside of the office, Karli enjoys photography, traveling, and exploring new coffee shops in the Austin area.

← Jennifer Khan

Jenna Underwood →

Photo of Jenna Underwood

Jenna Underwood

Underwriting Specialist

Jenna is an Underwriting Specialist at Physician’s Resource Services, with a background in customer service, who thrives in a fast-paced environment. Jenna’s priority is making sure her team’s and clients’ needs are met in the most efficient and effective manner available, and doing it with joy to create a positive experience with each encounter. Jenna is a Texas-native who values family time with her husband, Brian and son, Bryson. They enjoy trying out new cuisines, and loving on their two rescue animals, Athena and Nickels.

← Karli Allen

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"You dedicate your life to helping patients with their physical health;
 let us help you with your financial health."

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Austin

6500 River Place Blvd,
Bldg 7, Suite 250
Austin, TX 78730

Houston

6414 Fannin,
Suite G-115
Houston, TX 77030

Fort Worth

John Peter Smith Hospital
1500 South Main St.
Room 02-0181
Fort Worth, TX 76104

Galveston

Rebecca Sealy Building
404 St Mary’s Blvd
Suite 5.408
Galveston, TX 77550

Advisory services offered through PRS Investment Advisors, a Member of Advisory Services Network, LLC. Insurance products, bookkeeping and tax preparation services offered through Physician’s Resource Services. Advisory Services Network, LLC and Physician’s Resource Services are not affiliated. This site contains links to articles or other information that may be contained on a third-party website. Advisory Services Network, LLC is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. The content provided is for educational purposes only. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.