Our Firm

Since the mid-1980's, Randy has been providing financial services to clients from all walks of life.  Today, with Ryan on board, our firm operates as a team which enhances our client experience. We are physically located in the Dallas, TX area but we have the capability to serve clients in any state.  We are currently serving clients in Texas, Georgia, and Florida.

Our financial professionals use a comprehensive approach structured around 13 wealth strategies, some of which include investment planning, retirement planning, risk management and insurance planning, charitable giving, distribution of estate, and planning for incapacity.

Let us help protect what is important to you!