a group of like-minded individuals who embody our values of being devoted team players, relationship managers (not asset managers) and valued citizens. My administrative staff members are the ladies who run my (work) life. Jana Smith handles our general paraplanning and the day-to-day operations of my personal practice. Alyvia Turner is our recruitment coordinator and assists in managing the region's social media accounts.

North-Central Texas: Gainesville to Waxahachie and Coppell to Mt. Pleasant. But, of course, we have licenses in almost every state and can help whoever needs it!

impacting through relationships. Our mission is to "build, create and foster relationships, both personally and professionally, so that we can serve others around us.”

all areas of financial planning: protection, savings/budgeting, retirement savings, investments, employee benefits and business planning.

of our approach to treating our team and members. As a team, we believe senior representatives are called to serve the new associates, and as representatives, we see ourselves as being master relationship managers. These values feed our desire to be community pillars and valued citizens through fraternalism.

always looking for others who believe, after reading about our organization and team, they would be the perfect fit. On paper, we hire financial representatives. In reality, we hire amazing people who fit our culture.