Associates

President
CFP®, AEP, CLU, ChFC
Phone: 214-727-6000
Fax: 866-913-8315
Mobile Phone: 214-394-7827

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

Chief Compliance Officer
Phone: 214-727-6000
Fax: 866-913-8315

Client Services Associate
Phone: 214-727-6000
Fax: 866-913-8315

Operations Associate