President CFP®, AEP, CLU, ChFC Phone: 214-727-6000 Fax: 866-913-8315 Mobile Phone: 214-394-7827
Director of Advanced Planning and Due Diligence Phone: 214-727-6000 Fax: 866-913-8315
Chief Investment Officer CMT, CAIA Phone: 214-727-6000 Fax: 866-913-8315
Vice President of Operations Phone: 214-727-6000 Fax: 866-913-8315
JD, CCO Phone: 214-727-6000 Fax: 866-913-8315
Client Services Associate Phone: 214-727-6000 Fax: 866-913-8315
Manager, Bookkeeping Services
Operations Associate
